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11/11(三)

11/10(二)

  • 南華早報

    Congress steps up push for China chip export curbs followin…

    There is growing momentum to pass a slate of major new export control bills targeting China, in the wake of the Democrats’ takeover of the US Congress and scrutiny over American chip giant Nvidia following CEO Jensen Huang’s admission of an extramarital affair. US intelligence reportedly identified the woman as a Chinese spy, a claim that Beijing has rejected. Leading US politicians have been quick to jump on the news to put pressure on the White House and other lawmakers to approve three bills...

    #US-China tech war#Nvidia#US midterm elections 2026#United States#Singapore#China

  • 南華早報

    Nvidia’s Jensen Huang scandal casts shadow over South Korea…

    South Korea is facing growing concerns over the fallout from Nvidia CEO Jensen Huang’s alleged affair with a woman suspected of being a Chinese spy, amid fears that the scandal could disrupt global AI supply chains and trigger tighter US export controls on Seoul’s semiconductor champions. The highly publicised “bromance” between Huang and South Korea’s top technology leaders – notably Samsung Electronics executive chairman Lee Jae-yong and SK Group chairman Chey Tae-won – has played a crucial...

    #Seoul#Donald Trump#SK Hynix#GPUs#China#AI

  • 南華早報

    Pricing, financing hinder EU rare earths push as China exte…

    As Beijing announced a two-month extension to its rare earth export control pause, European industry insiders welcomed a positive change of mindset in the bloc’s efforts to reduce its dependency on imports of rare earths and other raw materials but cautioned that problems remained, especially in financing and regulations, while analysts warned the EU was running out of time. On Monday, the Ministry of Commerce in Beijing extended a pause on export controls covering several rare earths and...

    #china#EU#Rare earths

  • 南華早報

    ‘Just personal matters’: Chinese GPU traders shrug off impa…

    Prices for Nvidia graphics processing units (GPUs) are falling in China’s largest electronics market, as traders shrug off the frenzy of market speculation over tightening export controls in the wake of the US midterm elections and the Jensen Huang affair. The US chip giant’s top-of-the-range GeForce RTX 5090 graphics card surged in price last month at Shenzhen’s Huaqiangbei market, but that was mostly driven by rumours that Nvidia was going to halt production to focus on high-end enterprise...

    #Semiconductors#Nvidia#Jensen Huang#China#US-China tech war#China technology

  • 南華早報

    Nvidia scandal may test fragile US-China truce, experts say

    The fallout from the Nvidia scandal may test the fragile truce between the US and China, analysts say, as calls in Washington grow to tighten semiconductor export controls just days before US President Donald Trump is due to meet Chinese leader Xi Jinping in Shenzhen, China. “I think that [scandal] could have a bigger impact down the line during the meeting in Miami or even further down the line,” said Ilaria Mazzocco, a senior fellow at the Centre for Strategic and International Studies....

    #china#NVIDIA#US#May

11/9(一)

11/6(五)

  • 南華早報

    China’s AI chipmakers report first profits, but will the tr…

    China’s pure-play artificial intelligence chipmakers crossed an important milestone in the third quarter as several firms swung into profit, but severe supply chain hurdles and soaring memory costs cloud their long-term growth prospects. Domestic graphics processing unit (GPU) developers including Moore Threads, MetaX and Iluvatar CoreX are racing to fill the market void left by Nvidia, whose high-end processors face strict US export controls. These home-grown firms are competing fiercely to win...

    #JD.com#Moore Threads#HBM3e#US export controls#Nvidia#C600A

  • 南華早報

    Opinion | Chances are, US-China truce will be extended at S…

    At their October meeting in South Korea last year, US President Donald Trump and Chinese President Xi Jinping, recognising mutual vulnerability to export restrictions, agreed to suspend some of the most draconian measures they had imposed on each other: US port fees on Chinese-built vessels and Chinese export controls on rare earths. They also announced further summit-level talks. The leaders have since met twice: Trump visited Beijing in May, Xi visited Washington in September. They are...

    #china#US#opinion#Shenzhen#Will#BE

11/4(三)

11/3(二)

10/30(五)

10/28(三)

10/25(日)

10/24(六)

10/23(五)

10/17(六)

  • 獨家報導

    台灣規劃德州 AI 工業園區 助輝達供應商赴美深耕 - 獨家報導

    圖/本報資料庫 商傳媒|何映辰/台北報導 台灣政府正積極規劃在美國設立多處工業園區,以打造更為完整的在地人工智 […]

    #商傳媒

  • 商傳媒

    台灣規劃德州 AI 工業園區 助輝達供應商赴美深耕

    圖/本報資料庫商傳媒|何映辰/台北報導台灣政府正積極規劃在美國設立多處工業園區,以打造更為完整的在地人工智慧(AI)硬體供應鏈。首座大型園區將落腳德州,總投資額上看 40 億美元,旨在協助台灣業者在美國擴展布局,並強化全球 AI 產業供應鏈的韌性。 根據《Insurance Journal》與《Quartz》等多家外媒報導,台灣經濟部部長龔明鑫表示,此項計畫是長期承諾,目的在於建立一個可持續的供應鏈,不僅涵蓋台灣企業,也歡迎美國當地公司及員工參與。此舉亦是為了履行台灣在與美國貿易協議中的投資承諾,同時降低地緣政治風險對台灣科技製造業的影響。 協助中小型供應商 海外設廠更便利 這些工業園區的設立,核心目標是支援台灣AI供應鏈中規模較小的廠商。輝達(Nvidia)執行長黃仁勳曾多次強調這些零件製造商的重要性,而許多中小型供應商往往缺乏獨立在海外拓展的財力與資源。《BigGo Finance》指出,單一園區的建設成本預計介於 20 億至 40 億美元之間,台灣政府計劃在美國設立「不只一處」這樣的據點。 台灣政府將與臺灣區電機電子工業同業公會(TEEMA)合作,共同主導園區的募資工作。針對進駐園區的廠商,台灣官員將提供多方支援,包括貸款擔保、協助處理美國政府相關事務(如簽證與土地取得等),以降低業者海外設廠的門檻。 德州成熱門據點 台廠加速美國布局 德州已成為台灣企業在美國投資擴張的熱門地點。鴻海精密工業(Foxconn)與緯創資通(Wistron)等大型製造商皆已在德州擴大生產規模。此外,《The American Bazaar》報導,晶圓代工龍頭臺灣積體電路製造(台積電)也正在評估除了亞利桑那州以外,在德州設立新據點的可能性,以因應AI晶片需求遠超供應能力的現況。台積電已承諾在美國先進晶圓廠投資 2650 億美元,並在今年 7 月宣布追加 1000 億美元投資。 早前,台灣政府已承諾提供 2500 億美元的信用擔保,以支持對美國半導體供應鏈的進一步投資。此項計畫中,位於德州的首個工業園區的土地已確定,細節將由經濟部擇期公布。特斯拉公司(Tesla)執行長馬斯克所屬的企業未來也可利用此新供應鏈,但台灣方面強調不會完全轉移核心技術。 此項戰略規劃不僅能鞏固台灣在全球AI供應鏈的關鍵地位,也能為在地的台灣供應商創造新的發展機會,讓其在全球AI晶片與雲端服務市場中佔據更穩固的立足點。 參考來源 Taiwan to Fund $4 Billion Texas Complex for AI, Nvidia Partn…(Insurance Journal) Microsoft Stocks Slip Although $600 Target Meets an Unfinish…(Yahoo Finance) Taiwan to Raise $4 Billion for Texas Industrial Park, Bolste…(BigGo Finance) China plans to tighten export controls on open-weight models…(The Decoder) Taiwan plans U.S. industrial parks for Nvidia AI suppliers(Quartz) Hot Picks: Three U.S. energy stocks tied to AI demand and LN…(BNN Bloomberg) AI Power Plan Might Change The Case For Investing In Liberty…(Simply Wall St) TSMC explores Texas expansion as AI chip demand outpaces pro…(The American Bazaar) Taiwan plans $4B Texas industrial park for Nvidia, TSMC supp…(Interesting Engineering)

    #台灣#美國#AI供應鏈#德州#輝達

10/16(五)