US Huawei Curbs Reverberate At Taiwan Tech Event

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Transcript

00:00Starting off what we're hearing at Computex, we are getting a lot of different announcements that are coming through.

00:04For instance, we're hearing that NVIDIA, TSMC, Foxconn, they're going to be building an AI supercomputer together.

00:11You've got NVIDIA as well that's saying that it's going to be using AI chips from other systems or other companies,

00:16so opening the door to that.

00:18But then at the same time, you've got this sort of backdrop that's building now,

00:22particularly when it comes to Huawei and their technology,

00:26because the U.S. put out a warning last week that's saying that any company anywhere in the world that was using Huawei chips,

00:33that's the Ascend we're referring to here in particular, could be in violation of U.S. rules,

00:39and so that they could face these companies any sort of criminal charges for choosing to pursue using that technology.

00:46Now, China has been pushing back on this, and the U.S. in response has sort of dropped some of their wording by saying,

00:53look, not anywhere in the world, but they haven't actually rescinded the warning completely.

00:57And so, again, we're hearing from Beijing on this, saying that all of the progress that's been made in the trade talks so far

01:03could actually be at risk.

01:05At the same time as well, just to note, we've been hearing from Democrats overnight,

01:09the likes of Elizabeth Warren, for instance, Chuck Schumer,

01:12writing a letter to the White House, essentially,

01:16and the Trump administration laying out their concerns about these deals that were signed in the Middle East last week

01:22that would send billions of dollars of advanced U.S. technology,

01:26saying that there are risks involved with that,

01:28that technology could end up in the hands of China.