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Taiwan's semiconductor industry is at the center of the escalating US-China trade war, as both nations rely heavily on its technology. This dependence poses a national security risk for both countries, prompting efforts to enhance their own chip manufacturing capabilities amidst rising tariffs. Navigating this reliance presents a significant policy challenge for the US and China.
American consumers are increasingly turning to Chinese ecommerce platforms due to concerns over tariffs. This shift reflects a growing trend as shoppers seek more affordable options amid rising costs associated with domestic purchases. The move highlights the evolving landscape of global retail.
Nvidia failed to inform major Chinese clients about new US export restrictions on its H20 AI chips until a week after being notified, jeopardizing approximately $18 billion in orders. This communication gap highlights risks in export-controlled industries and may push customers toward local competitors like Huawei, as Nvidia faces a $5.5 billion charge due to unsold inventory. The company's revenue from China has already declined from 20% to 13%, raising concerns about its future in the Chinese AI chip market.
UK-based battery technology firm Nyobolt has secured $30 million in funding, led by IQ Capital and Latitude, with Volkswagen's Scania Invest participating. This investment boosts Nyobolt's total funding to $100 million as it develops ultra-fast charging batteries for autonomous robots and electric vehicles, addressing critical EV charging time challenges. The company's strategy focuses on industrial applications, allowing for higher margins and the opportunity to refine technology before entering the competitive consumer EV market.
Gurugram-based B2B marketplace OfBusiness has secured ₹100 crore (US$11.7 million) from Cornerstone Ventures as it gears up for an IPO in late 2025. This funding, part of Cornerstone’s US$200 million second fund, aims to enhance digital adoption and financing access for SMEs.Founded in 2016, OfBusiness has raised approximately US$878 million to date, providing procurement and financing solutions to SMEs in manufacturing and infrastructure. The investment reflects growing confidence in the B2B sector, which is projected to expand significantly in India.
Shein is experiencing a significant decline in orders from Chinese suppliers, with reports of reductions up to 50% as the company shifts production to Vietnam to mitigate US tariff challenges. This transition, while potentially reducing costs, may disrupt Shein's efficient business model, leading to higher prices and longer turnaround times. The elimination of the de minimis exemption for Chinese imports further complicates the fast fashion sector, threatening the just-in-time manufacturing approach that has defined the industry.
US restrictions on Nvidia chips are expected to have a limited effect on South Korean chipmakers. Despite the curbs, these manufacturers are likely to navigate the challenges without significant disruption to their operations or market positions.
ASML Holding NV reported first-quarter 2025 orders of €3.94 billion, falling short of analysts' expectations of €4.82 billion, amid concerns over AI chip demand and US trade policies. Despite this, the company maintains its full-year sales forecast of €30-35 billion, viewing current order weakness as temporary.The semiconductor market is projected to grow significantly, with a 19% increase expected in 2024, driven by memory and logic segments. However, geopolitical tensions and emerging competition, particularly from Canon's new technology, pose challenges for ASML's market position.
Chinese sellers are leveraging the social media platform Rednote to market products initially aimed at the US, offering discounts of up to 90% due to tariffs as high as 145%. This shift is part of a broader strategy to boost domestic sales amid export slowdowns, with JD.com investing billions to support local distribution. Observers note that these livestreams may serve more as marketing tactics than genuine overstock clearance, reflecting a trend of adapting to economic challenges through value-focused messaging.
Former Tesla executives Michael Rossiter and Neal Suidan have launched Atomic, a startup focused on AI-driven inventory planning and supply chain management, securing $3 million in seed funding from DVx Ventures and Madrona Ventures. Atomic's technology allows businesses to simulate inventory scenarios rapidly, helping pilot customers in various sectors achieve inventory cost reductions of 20% to 50%. The company's approach emphasizes augmenting human planners rather than replacing them, addressing challenges faced during Tesla's automation efforts.
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Taiwan's semiconductor role complicates US China trade tensions
01:35 17.04.2025
American consumers shift to Chinese ecommerce amid tariff concerns
12:12 16.04.2025
nvidia faces backlash over communication failure on us export restrictions to china
11:46 16.04.2025
Volkswagen invests in Nyobolt's funding round for fast-charging battery technology
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OfBusiness secures 11.7 million funding to enhance SME digital adoption
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11:10 16.04.2025
Shein shifts production to Vietnam impacting Chinese suppliers and fast fashion dynamics
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ASML reports lower Q1 orders amid AI demand and trade concerns
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Chinese sellers leverage livestreams to boost sales amid US tariff challenges
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