2 h. ago Trump breaks with G7 stance, Nvidia to attend China expo: SCMP daily highlights

Catch up on some of SCMP’s biggest China stories of the day. If you would like to see more of our reporting, please consider subscribing. 1. Breaking with G7 stance, Trump says he’d welcome China and Russia in bloc US President Donald Trump on Monday said he would welcome the inclusion of China and Russia in the G7, putting him directly at odds with the bloc’s position on the two countries just as the Group of Seven summit got under way in Canada. 2. As US urges foreign investment, Chinese firms...

Politics

7 h. ago Nvidia To Appear At China's Top Supply Chain Expo Despite Escalating US

Nvidia To Appear At China's Top Supply Chain Expo Despite Escalating US-China Chip War: Beijing Calls Participation 'A Vote Of Confidence'  Benzinga

Politics

9 h. ago China hails Nvidia expo appearance as ‘vote of confidence’ amid tensions

China has announced that US semiconductor giant Nvidia will attend its flagship supply chain event for the first time, despite growing tensions between the two countries over a string of trade and technology issues. Nvidia will be among more than 100 exhibitors from the United States and Europe attending the China International Supply Chain Expo in July, the event’s organiser confirmed during a press conference on Tuesday morning. The artificial intelligence chip firm’s appearance in Beijing...

Politics

16 h. ago China attains leverage in trade war on the back of its trump card, rare earths.

The United States remains a dominant power in finance, while China has a pre-eminent position in the global industrial supply chain. That distinction between the world’s two largest economies was highlighted in the latest trade talks between Beijing and Washington, when China leveraged its trump card – rare earth elements. China dominates the global supply of rare earths, including 70 per cent of mining and around 90 per cent of refining these minerals. Rare earths are vital components in a vast...

Politics

18 h. ago Nvidia: Limited China Impact, Strong Buy Maintained (NASDAQ:NVDA)

Nvidia: Limited China Impact, Strong Buy Maintained (NASDAQ:NVDA)  Seeking Alpha

Politics

20 h. ago How America's new plan to cut China's supply chain for Apple, Google, Samsung and other technology compan

How America's new plan to cut China's supply chain for Apple, Google, Samsung and other technology compan  Times of India

Technology

26 h. ago China’s economic data, PLA’s patrols in disputed waters: SCMP daily highlights

Catch up on some of SCMP’s biggest China stories of the day. If you would like to see more of our reporting, please consider subscribing. 1. The US-China rivalry is reshaping global supply chains – who benefits most? Supply chain competition between China and the United States is set to intensify over the next five years, with eight developing countries – including four in the Association of Southeast Asian Nations (Asean) – poised to benefit from the relocation of manufacturing from China,...

Economics

30 h. ago Nvidia Stands To Benefit From Positive US And China Trade Talks (NVDA)

Nvidia Stands To Benefit From Positive US And China Trade Talks (NVDA)  Seeking Alpha

Politics

3 d. ago Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says

Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says  Fortune

Economics

4 d. ago Nvidia to exclude China from its revenue and profit forecasts

Nvidia to exclude China from its revenue and profit forecasts  TechCrunch

Politics

4 d. ago Huawei’s AI chip output limited to 200,000 in 2025, US commerce official says

Huawei Technologies is expected to ship no more than 200,000 of its advanced artificial intelligence (AI) semiconductors this year, according to a senior Trump administration official overseeing US export controls, who estimated that “most or all of” those chips would be supplied to enterprises within China. That figure would pale in comparison to the more than 1 million China-specific H20 graphics processing units (GPUs) produced by Nvidia in the last nine months of 2024, according to a January...

Politics

4 d. ago China’s car industry runs on empty as supply chain bills go unpaid

China’s car industry runs on empty as supply chain bills go unpaid  Financial Times

Politics

4 d. ago Nvidia to exclude China from forecasts amid US chip export controls

Nvidia to exclude China from forecasts amid US chip export controls  South China Morning Post

Politics

4 d. ago Nvidia to stop including China in forecasts amid US chip export controls, CNN reports

Nvidia to stop including China in forecasts amid US chip export controls, CNN reports  Reuters

Politics

4 d. ago Nvidia will stop including China in its forecasts amid US chip export controls, CEO says

Nvidia will stop including China in its forecasts amid US chip export controls, CEO says  CNN

Politics

5 d. ago Nvidia CEO says Huawei has everyone ‘covered’ if US chip ban on China stays

Nvidia founder and CEO Jensen Huang said his company’s technology remained a generation ahead of those developed by China, but warned that Huawei Technologies was in a position to expand its semiconductor business should US chip export curbs stay in place. In an interview with US broadcaster CNBC on Thursday, Huang appeared to echo recent published remarks made by Huawei founder and CEO Ren Zhengfei, who said the Chinese company’s Ascend artificial intelligence (AI) processors lagged behind...

Politics

5 d. ago India in touch with China about supply chain predictability after rare earths curbs

India in touch with China about supply chain predictability after rare earths curbs  Reuters

Politics

5 d. ago Huawei 'has got China covered' if the U.S. doesn't participate, Nvidia CEO tells CNBC

Huawei 'has got China covered' if the U.S. doesn't participate, Nvidia CEO tells CNBC  CNBC

Politics

5 d. ago Nvidia bets on European AI push amid shrinking China revenue

Nvidia is trying to woo European markets with new partnerships and a pledge to build 20 new artificial intelligence (AI) factories across the continent, as the US chip giant grapples with declining sales in China amid Washington’s tightening export controls. CEO Jensen Huang, speaking at the annual VivaTech conference in Paris on Wednesday, said the company was building the world’s first “industrial artificial intelligence cloud” for European manufacturers. The Germany-based facility, a key part...

Politics

5 d. ago China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up

China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up  CNBC

Politics