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Trump's tariffs triggered a wave of emergency Orders! Taiwan Semiconductor's revenue surged by 48% in April.
① In April, Taiwan Semiconductor's sales amount to 349.57 billion New Taiwan dollars, a year-on-year increase of 48.1%, with revenue for the first four months of this year showing a year-on-year growth of 43.5%; ② The impressive monthly report shows that global electronics companies are racing to procure key components before the USA tariffs take effect; ③ Despite facing challenges from the trade war initiated by the Trump administration and fluctuations in Exchange Rates, Taiwan Semiconductor remains optimistic about future demand.
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The Chinese market is hard to let go! NVIDIA is reportedly set to launch a new version of the H20 chip to bypass USA restrictions.
① According to media reports, after the USA restricted the export of H20 AI chips to China, NVIDIA plans to launch a downgraded version of H20 for the Chinese market within the next two months; ② Sources say that NVIDIA has already informed major Chinese customers of its plan to release the revised H20 chip in July; ③ Modifying the design of the H20 chip to respond to USA's export controls is NVIDIA's latest attempt to maintain its market share in China.
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