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

The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

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 logging another over 50 per cent year-on-year revenue jump, investors seemed dissatisfied. Nvidia shares dipped over 3 per cent during extended trading on Wednesday following the earnings release.

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