Trump proposes a 100% tariff on imported semiconductor chips to boost domestic production, with exemptions for U.S. manufacturers, as major chip companies plan new plants in the country.
Trump boasts securing $100 billion TSMC investment after tariff threat, despite TSMC's existing $65 billion commitment and $6.6 billion subsidies under Biden administration; Trump criticizes giving subsidies, says chip companies should build plants in U.S. without incentives.
In a move to boost domestic semiconductor manufacturing, Trump imposes 100% tariffs on chip imports while exempting U.S. chipmakers, causing Japanese chipmakers' stocks to tumble and Samsung and TSMC to rally on their U.S. investments.
Two Chinese nationals face charges for illegally exporting millions of dollars' worth of advanced AI chips from the U.S. to China via Malaysia and Singapore between October 2022 and July 2025, violating U.S. export controls restricting China's access to cutting-edge semiconductor technology for AI applications.
The U.S. prioritizes open-source AI as a national imperative to outpace China in the global AI race, recognizing the need to return to open science roots and empower the next generation of AI builders.
The U.S. and China engage in a perpetual pursuit of AI development, with no clear definition of victory or endpoint, fueling a fictional race to marshal resources rather than a real conflict with a meaningful outcome.
Vietnam emerges as a pivotal chip manufacturing hub, rapidly scaling semiconductor ambitions with new investments as clients seek products without Chinese links amid escalating US-China trade tensions, though challenges like limited scale and R&D capacity persist.
Trump opposes AI companies paying for copyrighted data used in training models, calling for 'common sense' rules to prevent the U.S. from falling behind China in AI capabilities.
Amid rising U.S.-China tensions and recent layoffs at Amazon Web Services, the tech giant shuts down its AI research lab in Shanghai as part of strategic adjustments and reassessment of operations in China.
Nvidia confronts a $1 billion black market as Chinese distributors illegally sell prohibited AI chips including B200 models to bypass Trump-era export restrictions, while CEO Jensen Huang announces breakthrough agreement allowing resumed H20 chip sales to China.