Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave of early inventory pull-ins during this period. Semiconductor firms are already bracing for a surge of rush orders. IC design companies report that customers in the server and networking sectors are especially aggressive in restocking.
The Trump administration continues to signal that a new semiconductor tariff policy is on the horizon. President Donald Trump indicated that a formal decision might be announced this week. Global markets are closely watching these developments due to the potential implications for the tech sector and international trade.
Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate increasingly complex US export controls.
Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment at its Wuhu Data Center. Touted internally as a "nuclear-grade" solution, the CloudMatrix 384 is built to scale across clusters exceeding 10,000 AI accelerators—aiming to eliminate widespread compute bottlenecks, according to Chinastarmarket.cn, 21Jingji.com, and East Money.
As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant to align with this vision—announcing a sweeping plan to produce up to US$500 billion worth of AI infrastructure in the U.S. over the next four years.
