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Nvidia’s $50bn China opportunity, TSMC dumps China tools

Hello from Yifan in Silicon Valley, your #techAsia host this week. It’s been a busy week for the chip industry. In addition to anxiously waiting for the long-threatened semiconductor tariffs, now floated at around 300 per cent by US President Donald Trump, the biggest AI and semiconductor industry barometer, Nvidia, reported earnings on Wednesday. Despite … Read more

The White House’s flawed foray into chipmaking

Unlock the White House Watch newsletter for free Your guide to what Trump’s second term means for Washington, business and the world If it takes a village to raise a child, it takes an entire industrial and financial ecosystem to build a state-of-the-art semiconductor plant. Just ask the world’s leading chip company Taiwan Semiconductor Manufacturing … Read more

Nvidia delivers strong results amid market jitters over AI boom

This article is an on-site version of our FirstFT newsletter. Subscribers can sign up to our Asia, Europe/Africa or Americas edition to get the newsletter delivered every weekday morning. Explore all of our newsletters here Good morning and welcome back to FirstFT Asia. In today’s newsletter: Nvidia’s latest results The Chinese gadget maker taking on … Read more