Recently, the US AI chip ban has been further escalated. The US Department of Commerce announced that exports of NVIDIA H20, AMD MI308, and equivalent AI chips to China will require government licenses.
Jack Gold, an analyst at J. Gold Associates, stated: “The reality is that the US is handing a major victory to China, as China is trying to develop its own chip business.”
“Once they are competitive, they will start selling all over the world, and people will buy their chips,” Gold said, adding that when this happens, it will be difficult for US chipmakers to regain lost market share.
Independent analyst Rob Enderle predicts that Chinese chipmakers, led by Huawei, may step up efforts to seize market leadership.
“This will be a windfall for China, as China is vigorously developing its own microprocessor business,” Enderle said. “This will be a way for the US to quickly hand over its leadership in microprocessors and GPUs.”
Only one day after the NVIDIA H20 ban on China, Huawei announced its next-generation Ascend 920 AI chip at its partner conference.
Market sources indicate that the Ascend 920 is expected to enter mass production in the second half of 2025 to replace the H20 chip.
It is reported that the current Huawei Ascend 910C can achieve approximately 60% of the inference performance of the NVIDIA H100. The upgraded Ascend 920 will use a 6nm process and is expected to exceed 900 TFLOPs per computing card, using HBM3 modules with a high memory bandwidth of 4TB/s.
Some reports suggest that major Chinese tech companies may use Huawei chips to replace NVIDIA. Currently, Alibaba, Tencent, and ByteDance are the largest buyers of H20 chips.
On March 20th this year, NVIDIA CEO Jensen Huang praised Huawei in an interview, stating frankly that “Huawei is China’s most powerful technology company and has conquered every market it has entered.”
Huang said that the US-led efforts to restrict Chinese tech giants have been “badly handled.” It is reported that NVIDIA has listed Huawei as a competitor for two consecutive years.
In the technology sector, especially the semiconductor sector, the United States has continuously intensified its sanctions, blockades, and bans on China, but has consistently failed. Many insightful individuals have already noticed the problem, believing that this will instead stimulate China’s independent development.
Jack Gold, chief analyst at J. Gold Associates, bluntly stated: “Actually, the US is handing China a huge victory because China is fully promoting the development of its own chips.”
He also warned: “Once Chinese chips are competitive, they will be sold globally, and people will buy them. Once this happens, it will be very difficult for US chip manufacturers to regain lost market share.”
Recently, the United States suddenly tightened export controls on AI chips to China again. Even the specially designed versions like NVIDIA H20 and AMD MI308, tailored according to US policies, are now required to obtain new licenses for export to China, and this policy is indefinitely effective.
NVIDIA expects to lose $5.5 billion in the next quarter due to this. Jensen Huang had to urgently visit China and unusually appeared in a formal suit.
AMD will also lose approximately $800 million.
However, everyone knows that the future losses for NVIDIA and AMD will be far more than this, and the US government will also lose a larger share of the chip market.
Sources say that Huawei’s latest Ascend 920 AI chip is expected to be mass-produced in the second half of 2025, and experts say it can already replace the H20 chip.
For Huawei and other domestic chip manufacturers, this is undoubtedly a great gift from the United States, forcing Chinese companies to purchase from them and helping them develop.
Previously, Alibaba, Tencent, ByteDance, and others were super buyers of NVIDIA H20, contributing tens of billions of dollars annually.
At the same time, the negative consequences of the US trade war are emerging from various angles.
Logitech has quietly raised the prices of its products in the United States, with approximately 51% of product prices increasing, with the highest increase reaching 25% and the average increase being 14%.
YouTube blogger Cameron Dougherty first introduced the price increases of Logitech PC and gaming accessories. For example, the Logitech K400 Plus Wireless Touch Keyboard increased from $27.99 to $34.99, a rise of $7 or 25%.
The MX Keys S keyboard increased from $109.99 to $129.99, an increase of 18%. The price of Logitech’s well-known MX Master 3S mouse also increased from $99.99 to $119.99, an increase of approximately 20%.
According to Dougherty’s analysis, racing game peripherals (such as steering wheels) had the highest average increase of 18%, with an average amount of $68.57. The increase for regular keyboards was 14%, gaming keyboards 12%, and mice 16%.
However, some products did not increase in price, such as the MX Ergo mouse and G703 gaming mouse. The prices of some products even decreased, such as the Pro X Superlight mouse, which fell from $159.99 to $149.99.
Although Logitech has not publicly announced the specific reasons for the price changes, the most likely reason is the tariff policy. As a leading global computer peripheral brand, Logitech’s decision to adjust prices this time may lead other brands to follow suit.
German logistics giant DHL (Deutsche Post DHL) announced that starting from April 21st, it will suspend some parcel express deliveries to the United States because the impact of the trade war has made it difficult for it to adapt to the additional costs and cumbersome procedures brought about by new customs regulations.
Previously, starting from April 5th, the US Customs and Border Protection required that all goods entering the United States with a value of more than $800 must undergo stricter customs inspections and submit additional documents.
DHL emphasized that it is making every effort to speed up customs clearance, but this change is “significant.” B2C goods worth more than $800 shipped to the United States from all over the world may be delayed for several days. The impact on B2B goods is relatively small, but delays cannot be ruled out.
DHL is the first major logistics company to take action due to the new US tariff regulations.
As one of the world’s largest express delivery companies, DHL has 600,000 employees in 220 countries and regions, sending up to 1.5 billion parcels annually, with revenue exceeding 84 billion euros last year.
