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Qianer Liu covers semiconductors and AI in Asia for The Information. She was previously a China tech reporter and South China researcher for the Financial Times and also worked at Alibaba-owned Lazada. Contact Qianer at [email protected], or @QianerLiu on X.
Articles

Nvidia, Oracle Race to Get AI Chips Out of U.S. Ahead of New Export Rule

By
Anissa Gardizy
and
Qianer Liu

Apple Aims to Make All U.S.-Sold iPhones in India by 2026

Apple plans to double output in India to mitigate impact from increased U.S. tariffs on China

China Quietly Drops 125% Retaliatory Tariff on Crucial U.S. Semiconductors

The exemptions only apply to chips, the development of which is dominated by U.S. firms

Nvidia Is Willing to Deepen its Presence in China, CEO Says in Beijing

Huang’s visit came days after the U.S. government banned more Nvidia chip sales to China.

TSMC: No Customer Behavior Changes Yet After Tariffs

The Taiwanese chipmaker said expansion in the U.S. would reduce its profit margin.
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