Amazon and Microsoft are adapting their cloud offerings in China following Nvidia's export restrictions. This involves utilizing alternative chip solutions and optimizing existing infrastructure to maintain service leve…
European auto manufacturers are facing renewed production slowdowns due to restrictions on chip exports from China. This disruption is expected to exacerbate existing supply chain vulnerabilities and impact the automoti…
Nvidia's AI GPU market share in China has reportedly fallen from 95% to zero, significantly impacting the company's data center revenue. This decline is attributed to U.S. export restrictions and the rise of domestic co…
ASML anticipates a decline in sales to China by 2026 due to geopolitical factors and export restrictions. Despite this, overall growth is projected to continue, driven by demand from other markets and technological adva…
Ather Energy faces delays in claiming a significant incentive due to supply chain disruptions stemming from China's rare earth export restrictions, impacting the availability of rare earth magnets crucial for EV manufac…
Ather Energy is delaying claiming government subsidies (PM E-DRIVE) for over 50,000 electric scooters due to a global shortage of rare earth magnets, a critical component in their motors. This shortage, largely attribut…