Subject


IC Design


2025-04-16

[News] NVIDIA Reportedly Takes $5.5B Charge Over U.S. H20 Sales Restrictions, Risks $18B Revenue Loss in 2025

IC Design

Shortly after announcing a massive $500 billion AI investment in the U.S., NVIDIA said it would take a $5.5 billion charge after the U.S. restricted exports of its H20 AI chip to China, according to Reuters and Bloomberg. The Bloomberg report suggests that NVIDIA’s $5.5 billion writedown signal...

2025-04-11

[News] Trump’s 90-Day Tariff Suspension Reportedly Triggers Rush Orders for Taiwan Tech Firms

IC Design

U.S. President Donald Trump has announced a 90-day suspension of reciprocal tariffs on trade partners—excluding China. According to a report from the Economic Daily News, the sudden policy shift has prompted a wave of urgent orders for some Taiwanese industrial PC (IPC) and chip manufacturers. ...

2025-04-10

[News] Trump’s Planned H20 Chip Curbs Reportedly Put on Hold after NVIDIA Pledges New AI Investments

IC Design

Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on hold shortly after NVIDIA CE...

2025-04-07

[News] Taiwan’s Chipmakers Brace for Worst-Case Scenario as Trump’s Tariffs Dim 2H25 Hopes

IC Design

Trump shocked the world again with sweeping reciprocal tariffs, set to take effect on April 9 for certain countries. While semiconductors aren't directly targeted yet, Tanwanese industry insiders told Economic Daily News this could still be a worst-case scenario—dampening end-user demand and poten...

2025-03-28

[News] China’s Major Server Maker Reportedly Warns of NVIDIA’s H20 Shortage, with Uncertainty Ahead of April

IC Design

While China’s new energy-efficiency rules may raise concerns for NVIDIA, a latest Reuters report suggests that according to H3C, one of China’s biggest server makers, the H20 chip is in high demand and hard to find. Reuters, citing a notice from H3C, notes that H20’s international supply ch...

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