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VOICE ARCHIVE

Demetri

@dimi
23 posts
2025-10-30
Trump says Xi agrees to one-year trade deal and he will visit China in April. Says the summit was a 12 on a scale of 0-10 https://www.ft.com/... via @ft
2025-10-30 View on X
Bloomberg

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips

US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …

China's commerce ministry said the US agreed to postpone for a year plans to put thousands of Chinese companies on a trade blacklist known as the entity list. China had justified its rare earth export controls by pointing to the US announcing the blacklistings.
2025-10-30 View on X
New York Times

After Trump and Xi's meeting, China says it will suspend its rare earth export controls issued on October 9 for one year, but says nothing about earlier limits

let the Chinas work it out; (2) remove the chips controls. China (1) removes rare earth controls; (2) agrees to sell TSMC to US investors and guarantees Demetri / @dimi : China's c...

China's commerce ministry said the US agreed to postpone for a year plans to put thousands of Chinese companies on a trade blacklist known as the entity list. China had justified its rare earth export controls by pointing to the US announcing the blacklistings.
2025-10-30 View on X
Bloomberg

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips

US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …

2025-08-11
SCOOP - @Nvidia has done deal with Trump administration to pay US government 15% of revenues from #China H20 sales, in unprecedented quid pro quo for export licenses. https://www.ft.com/...
2025-08-11 View on X
Financial Times

Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week

Chipmakers agree to unusual arrangement to secure export licences from Trump administration  —  Nvidia and AMD have agreed …

2025-08-09
SCOOP - US commerce department gives @Nvidia licences to sell H20 chip in China after CEO Jensen Huang meets Trump at White House. https://www.ft.com/... via @ft
2025-08-09 View on X
Financial Times

Sources: the US has started issuing licenses to Nvidia to export H20 chips to China following weeks of inaction, after Jensen Huang met Trump on Wednesday

Jensen Huang personally lobbied president after he reversed course on sale of H20 chips  —  The US commerce department …

2025-05-31
Synopsys has confirmed that it received a letter on the China export controls from the commerce department on Thursday.
2025-05-31 View on X
Bloomberg

Sources: Trump administration plans to expand Entity List restrictions to cover subsidiaries of Chinese companies, aiming to block workarounds via new offshoots

The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.

Synopsys has confirmed that it received a letter on the China export controls from the commerce department on Thursday.
2025-05-31 View on X
Reuters

Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts

(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White H...

2025-04-13
Paging all trade geeks. Here's the list of codes for products that Trump is exempting from reciprocal tariffs. https://content.govdelivery.com/ ...
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

BIG DEAL - Trump excludes smartphones, PCs and laptops from reciprocal tariffs. https://www.ft.com/...
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2025-04-12
BIG DEAL - Trump excludes smartphones, PCs and laptops from reciprocal tariffs. https://www.ft.com/...
2025-04-12 View on X
Bloomberg

The Trump administration excludes smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from reciprocal tariffs

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

Paging all trade geeks. Here's the list of codes for products that Trump is exempting from reciprocal tariffs. https://content.govdelivery.com/ ...
2025-04-12 View on X
Bloomberg

The Trump administration excludes smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from reciprocal tariffs

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2024-10-31
Ukraine is using more DJI drones than Skydio.
2024-10-31 View on X
Financial Times

China sanctions Skydio, the US' largest drone maker and a supplier to Ukraine's military; sources say Skydio is rushing to find new suppliers for critical parts

Skydio, the US's largest drone maker and a supplier to Ukraine's military, faces a supply chain crisis after Beijing imposed sanctions …

SCOOP - Biggest US drone maker ⁦(@SkydioHQ⁩ which supplies Ukraine with drones for intelligence gathering) faces supply chain crisis after China bans company from selling batteries to the group. https://www.ft.com/...
2024-10-31 View on X
Financial Times

China sanctions Skydio, the US' largest drone maker and a supplier to Ukraine's military; sources say Skydio is rushing to find new suppliers for critical parts

Skydio, the US's largest drone maker and a supplier to Ukraine's military, faces a supply chain crisis after Beijing imposed sanctions …

2024-05-08
SCOOP - US commerce department is #revoking export #licenses that allow @Intel & @Qualcomm to export chips to @Huawei for laptops & mobile phones. https://www.ft.com/...
2024-05-08 View on X
Financial Times

The US Commerce Department revokes some export licenses that let companies ship chips and other goods to Huawei; sources say the move affects Intel and Qualcomm

Move marks latest effort by Biden administration to target the country's tech sector  —  The Biden administration …

2024-04-26
SCOOP - US wants Japan, Netherlands & South Korea to further restrict chip-related exports to China as alarm bells grow louder on Huawei https://www.ft.com/...
2024-04-26 View on X
Financial Times

Sources: the US is urging Japan, South Korea, and the Netherlands to tighten export controls to China, including stopping engineers from servicing Chinese fabs

Washington urges Japan, South Korea and the Netherlands to tighten supply of tools and technology

2023-10-19
SCOOP - US #HouseChinaCommittee asks #Sequoia Capitol to provide information about investments the venture capital firm and its former arm have made in high-tech sectors in #China since 2010 @CommitteeOnCCP @RepGallagher @CongressmanRaja https://www.ft.com/... via @ft
2023-10-19 View on X
Financial Times

The US House's China committee asks about Sequoia's investments since 2010 in AI, quantum, and chip companies based, or with “significant operations”, in China

Scrutiny of California VC firm comes amid mounting tension between Washington and Beijing

2023-10-18
China expected to attend UK summit on artificial intelligence next month. News comes as MI5 chief Ken McCallum warns in Silicom Valley about Chinese spying aimed at acquiring high tech including AI https://www.ft.com/...
2023-10-18 View on X
Reuters

In a rare joint statement, Five Eyes chiefs from the US, the UK, Canada, Australia, and New Zealand warn on China's IP “theft” and using AI to hack and spy

The Five Eyes countries' intelligence chiefs came together on Tuesday to accuse China of intellectual property theft …

China expected to attend UK summit on artificial intelligence next month. News comes as MI5 chief Ken McCallum warns in Silicom Valley about Chinese spying aimed at acquiring high tech including AI https://www.ft.com/...
2023-10-18 View on X
Financial Times

UK and Chinese officials say China plans to attend the AI summit at Bletchley Park in December, despite controversy over alleged spying by Beijing in the UK

Financial Times :

2023-03-04
US chipmakers receiving federal funds barred from expanding in China for 10 years and must agree not to do stock buybacks https://www.ft.com/...
2023-03-04 View on X
Financial Times

The US imposes new rules requiring that CHIPS Act beneficiaries agree not to expand manufacturing capacity in “countries of concern”, like China, for 10 years

Commerce department imposes new rules on beneficiaries of $39bn programme  —  Chipmakers must agree not to expand capacity …

2022-10-14
World's top semiconductor equipment suppliers halt business with China after new US export controls https://www.ft.com/...
2022-10-14 View on X
New York Times

Sources: Biden's crackdown on Chinese tech exports was driven by fears of China using supercomputers and AI to develop weapons and crack US encrypted messaging