TechSoda
Subscribe
Sign in
Home
Podcast
Notes
AI
Semiconductor
China
Innovation
Column and Op-Ed
Industry Spotlight
About
China
Latest
Top
Discussions
A Lifeline for Intel, a Political Shield for Nvidia: The $5 Billion Partnership
What are the implications for AMD and TSMC?
Sep 19
•
Judy Lin 林昭儀
7
Tariffs, Courts, and Consequences: Untangling US Trade Policy's Global Impact
Two Business Association Surveys Reflect Tariff Challenges of US Companies in China. TechSoda Connect the Dots and Help You Grasp the Full Evolving…
Sep 4
•
Judy Lin 林昭儀
14:27
Is a De-Nvidia-ization Going On in China?
China's stark warning on foreign chip vulnerabilities, immediately following news of US AI chip export licenses, is striking. The tech tug-of-war…
Jul 22
•
Judy Lin 林昭儀
3
2
14:28
AI Chips, Rare Earths, and Realpolitik: Why US-China Trade Is Back in Business
Nvidia and AMD Prepares to Restart Shipping AI Chips to China
Jul 15
•
Judy Lin 林昭儀
2
New Era of Global Volatility: What Taiwan's Central Banker Sees in Trade, Traps, and Tariffs
A recent address by Taiwan’s Central Bank Governor, Yang Chin-Long, stood out for its clarity and candor.
Jun 22
•
Judy Lin 林昭儀
1
2
17:37
Is the West Listening to Huawei’s Silent Lesson in Tech Diffusion?
The U.S. and China spar over semiconductors and AI, redefining what truly makes a tech superpower.
Jun 19
•
Judy Lin 林昭儀
Taiwan's Exports to America Surges 87% Amid Customer Stockpiling
IT Industry Riding on AI and Pre-Tariff US Demand Wave, But Can Momentum Last?
Jun 17
•
Judy Lin 林昭儀
1
Huawei Bets on HarmonyOS Laptops with 5nm Chip to Break Away from US Tech
Will Developers and Consumers Follow?
Jun 10
•
Judy Lin 林昭儀
2
NVIDIA Defies New Export Bans with Record Q1 Revenue Amid Surging Global AI Demand
Nevertheless, it continues to take a financial hit from the policy -- $0.15 wiped out from its EPS.
May 29
•
Judy Lin 林昭儀
4
12:52
When the World Splits in Two, Where Do You Stand?
Deep Dive into US-China Tech Decoupling and How Countries Build Their Own Resilience in the Uncertain World
May 15
•
Judy Lin 林昭儀
4
15:35
US-China Announces Reaching Constructive Deal Over Geneva Negotiation
The recent U.S.–China trade negotiations held in Geneva on May 10–11, 2025, concluded on a cautiously optimistic note, with both sides describing the…
May 11
•
Judy Lin 林昭儀
4
1
Chipmate: Solving US Policy Dilemma Amid China's Tech Drive, and Industry Concerns
Will US AI Chip Policy Cripple Its Industry to Contain China?
May 8
•
Judy Lin 林昭儀
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
