Reading List
The most recent articles from a list of feeds I subscribe to.
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Samsung has turned to Chinese customers like Baidu to prop up its ailing chip business; SemiAnalysis says Samsung is the "biggest supplier of HBM into China" (Financial Times)

Financial Times:
Samsung has turned to Chinese customers like Baidu to prop up its ailing chip business; SemiAnalysis says Samsung is the “biggest supplier of HBM into China” — Deals with Chinese tech giant Baidu come as South Korean giant loses ground in US and navigates Washington's curbs
Sources: Google is in advanced talks to rent Nvidia Blackwell AI chips from CoreWeave, highlighting how major Nvidia customers are struggling to get chips (The Information)

The Information:
Sources: Google is in advanced talks to rent Nvidia Blackwell AI chips from CoreWeave, highlighting how major Nvidia customers are struggling to get chips — Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running artificial intelligence from CoreWeave …
US announces a 34% "reciprocal" tariff hike on China, going into effect from April 9; economists: average US tariffs on Chinese products may get as high as 65% (Bloomberg)

Bloomberg:
US announces a 34% “reciprocal” tariff hike on China, going into effect from April 9; economists: average US tariffs on Chinese products may get as high as 65% — The US has hit China with the biggest-ever tariff hike on almost all Chinese products, bringing total levies to at least 54% …