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China Semiconductors Newsletter
  • Chinese import tariffs: The US states most affected —Texas ranks third  01 May 2025 22:25 GMT

    … on Chinese imports. New data from stock researcher InvestorsObserver … week, China quietly exempted some U.S.-made semiconductors from … , like Borderless European Market and Asahi Imports, told … store, Indian-inspired chocolate company Madhu Chocolate, made the …

  • Apple expects US$900 million tariff hit as it shifts US iPhone supply from China to India 01 May 2025 22:29 GMT

    … US tariffs could cost the company and were disrupting its supply … hefty US levies imposed on China, with Beijing setting retaliatory barriers on … tech goods such as smartphones, semiconductors and computers received a temporary …

  • Sustained interest from US investors 01 May 2025 22:19 GMT

    … from sectors where traditional investments were attracting.  “I … China tensions again go back to providing opportunities. “The amount of investments … is probably the largest investor (in Malaysia) right … and electronics of which semiconductors is a part of, …

  • Adani Group Halts $10 Billion Semiconductor Venture Amid Strategic Concerns 01 May 2025 19:09 GMT

    … towards bolstering India's semiconductor industry under the national ' … semiconductors. One source noted that the group questioned whether the Indian market … and China. Financial considerations also influenced the decision. While Tower Semiconductor

  • Better Semiconductor Stock: AMD vs. Nvidia 01 May 2025 18:55 GMT

    … imports of semiconductors and other equipment from China to starting … attributed to the company's diversified business, while the … points discussed above, though investors cannot go wrong by … a former director of market development and spokeswoman for …

  • Adani Group Pauses $10 Bn Chip Project with Tower Semiconductor 01 May 2025 20:28 GMT

    … to justify such a massive investment at this point in … S. and China together account for 54% of global semiconductor consumption, … the need for deeper government-industry alignment, stronger incentives, and … project is not just a business decision — it’s a …

  • Nvidia CEO Huang seeks change of US rules for AI exports, says China growing into formidable tech rival 01 May 2025 20:34 GMT

    … US legislators. The company sells the leading AI … in China. It relies on production partner Taiwan Semiconductor Manufacturing … Nvidia CEO singled out Chinese telecom giant Huawei Technologies … a progressive growth- and industry-oriented energy policy, which …

  • US robot makers hope to beat China in humanoid race. Tariffs could affect their ambitions 01 May 2025 18:09 GMT

    … controlled humanoid made by Chinese company Unitree, it was … their surroundings. Sensors, semiconductors, batteries and rare earth … Elon Musk warned investors last week that China';s countermeasures … a huge potential market on the industry side, like for …

  • China Continues To Contradict Trump's Trade Talks Claim 01 May 2025 18:06 GMT

    … released Wednesday showed Chinese manufacturing activity fell to … Are Saying Xin Sun, business lecturer at King… tough public posture, Beijing has been quietly moving … including semiconductors, pharmaceuticals and aircraft parts—to exempt from China…

  • $7 Trillion Panic? Why AI Stocks Could Lead the Next Market Surge 01 May 2025 17:17 GMT

    … like the market was in meltdown mode. Some investors called it … . Microsoft’s Azure cloud business (home to most of … latest earnings report, the company announced plans to spend between … steel, aluminum, EVs, or semiconductors. It involves something bigger – …

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