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Nvidia beats Q1 expectations, warns of $8B Q2 hit from H20 China export curbs

Despite the setback, Nvidia still posted USD 4.6 billion in H20 chip sales during the first quarter, with China contributing 12.5% of total revenue for the period

By DQI Bureau
Jun 02, 2025 16:43 IST 2 Min read
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Geopolitical tensions fuel a wave of AI chip independence
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May 15, 2025 13:28 IST 3 Min read
gsi esdm
Don't be fooled by $ growth for semicon! 2025 will be challenging!!
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light1 Ind 4.0
Localized automation becomes tariff storm safe haven; US smart factory build-out costs far exceed China’s
By DQI Bureau
May 06, 2025 13:26 IST 3 Min read
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Panel driver IC price decline slows in 1H25; Gold prices, China subsidies, and US-China tariffs key variables
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TV esdm
TV brands may pass US tariff costs to consumers; 2025 shipments likely to drop 0.7%
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China esdm
China’s new chip origin rules could benefit Qualcomm, AMD, while Intel and TI may feel the heat
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Apr 18, 2025 12:08 IST 1 Min read
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China hits back with rare earth curbs amid Trump’s tariff threats
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