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Wow...this is big if true: Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks *suggest to read full article. The Trump administration is weighing a dramatic tariff reduction during weekend talks with China to de-escalate tensions and temper the economic pain

Expected. Reuters: Nvidia modifies H20 chip for China to overcome US export controls, sources say Nvidia opens new tab plans to release a downgraded version of its H20 artificial intelligence chip for China in the next two months, following U.S. export restrictions on the

SMIC 1Q25 - Revenue up 2% q/q and 28% y/y to $2.25B (below the guidance of 6-8% growth); blames fab production fluctuations in the latter part of 1Q - Wafer shipments (300mm equivalent): 1019k (up 15% q/q ) - Wafer ASP: $2,051 (-11% q/q) - Utilization rate: 89.6% (vs 85.5% in