Since 2025 began, Nvidia's stock has fallen by more than 30%, shedding more than $1 trillion in value off the company's market cap. Yet Nvidia's end markets are still growing by leaps and bounds, especially when it comes to data center revenue tied to the artificial intelligence (AI) sector.

Huawei is firing up its chip factories just as Nvidia (NVDA) packs its bags. The Chinese tech giant is prepping to mass-produce its Ascend 910C

China appears to have quietly rolled back retaliatory tariffs of 125% on some semiconductors made in the United States, according to details provided to CNN on Friday by three import agencies in the southern technology hub of Shenzhen.

An American business group said Chinese officials had surveyed companies about American products that are crucial to their supply chains.

Levies on certain U.S.-made microchips have been dropped, importers say. Meanwhile, China denied President Trump’s claims that talks to reduce tariffs are happening.