Enterprise

Trade War: China’s loss is everyone’s gain

The flow of technology remains untouched

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Trade tensions between the U.S. and China have reached a stage where hostility has become a new normal. Both countries have imposed high tariffs on a substantial proportion of each other’s goods and just when we thought the war is de-escalating, President Trump announced 10 percent tariffs on a further US$ 300 billion worth of Chinese goods.

It’s not surprising that China’s technology muscle is independent to a huge extent. The country is the world’s number one smartphone maker in terms of volume, almost every company on this planet relies on components that are made in China, and giants like Baidu, Tencent, and Alibaba offer everything to the end-user.

Sure, Chinese technology giants still rely on a huge chunk of western technology and we’ve already seen how Huawei took the biggest hit. But, while all of us are busy analyzing and understanding the trade war, other countries are making moves, and they’re making them fast.

Other countries swooping in

It’s a classic story of two cats fighting for a piece of cake and a monkey swoops in, fooling both of them. The two incumbents gain nothing in the end and a third-person reap all the benefits. Obviously, a literal translation would be an exaggeration, but we’re seeing a similar anomaly with the Trade War.

According to the U.S Census Bureau, Chinese imports have dropped by US$ 31 billion in the first half of 2019. But, Southeast Asian countries like Vietnam, India, and South Korea have successfully bridged the gap. Vietnamese imports to the U.S increased by a whopping US$ 7.6 billion, followed by South Korea at US$ 3.8 billion and India at US$ 2.7 billion.

These records are a combined figure of all imports and not just limited to technology products and services. But, the tides are changing massively in this industry as well.

Companies are uncertain about their long-term investments in China and are looking for alternatives. Samsung and Intel were looking for safer options for years and currently employ 182,000 workers in Vietnam. These factories assemble smartphones, processors, and almost every component one needs.

According to Bloomberg, the Vietnamese government allowed investment licenses to 1,720 projects in the first half of 2019. Nintendo has decided to shift its Switch production to Vietnam and even Sharp has announced relocation plans.

Samsung’s factory in Noida, India

Foxconn, the maker of iPhones in China has bought a land parcel in Vietnam and announced a US$ 200 million investment in India. Apple, in partnership with Wistron India and Foxconn, is already making iPhones in the country and recently top-of-the-line models were also being shipped out.

Samsung already has the world’s largest mobile phone factory in India that assembles top-tier variants, ready for export. While the quantity is negligible when compared to China’s output, these small steps are an indication that China is slowly losing its edge.

Enterprise

AMD poised to lead agentic AI era with high-performance CPUs

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AMD is prepared to lead the industry in its agentic AI era with their high-performance CPU strategy.

As the industry pivots from simple AI models to agentic AI systems that are capable of independent planning and decision-making, the CPU is reclaiming its role as the critical “head coach” of the data center.

This was noted by AMD CEO and Chair Dr. Lisa Su during the AMD Advancing AI event last year. The rise of autonomous agents has transformed inference into a complex and multi-step workflow that demands sophisticated logic and orchestration.

And while high-performance GPUs are necessary to generate insights in real time, the surrounding infrastructure is just as important.

This is where CPUs enter the picture. Their performance and efficiency are more important than ever in the overall performance of modern AI infrastructure.

And AMD delivers an advantage with their offerings. In recently published data, a 5th Gen AMD EPYC CPU-based system is estimated to perform up to 2.1x better per core against an NVIDIA Grace Superchip-based system.

The same system AMD-based system also delivers up to 2.26x uplift on SPECpower, measuring operations per watt.

The x86 CPU architecture gives customers the advantage of a broad, proven software ecosystem that can run existing workloads natively.

This avoids the costly refactoring and code-base duplication often required when switching to Arm-based alternatives.

Looking ahead, AMD is doubling down on the balanced system philosophy. Future architectures such as the “Venice” CPUs will power the “Helios” rack-scale AI design.

By integrating EPYC CPUs with Instinct GPUs and the ROCm software stack, AMD aims to maximize cluster-level performance and lower the total cost of ownership in the agentic era.

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Enterprise

Nintendo sues the United States

The Japanese company wants a refund for illegal tariffs.

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What happens when an unstoppable force meets an immovable object? After a year of wrestling through tariffs from the current American administration, Nintendo has decided to sue the United States.

Last year, the Trump administration was trigger-happy with implement tariffs on countries everywhere. Though the controversy mostly circulated around geopolitics, major corporations also found themselves on the receiving end of Trump’s ire. All over the world, the tariffs sparked product delays and price hikes.

Nintendo is no exception. As a result of the fiasco, the company had to delay the launch of the Switch 2, in anticipation of disruptions caused by the tariffs. First reported by Aftermath, the Japanese gaming giant is now going after the American government over refunds associated with the tariffs.

Now, the tariffs aren’t a big issue anymore. Notably, the Supreme Court scratched off the White House’s implementations that the former found illegal. While a big sigh of relief for future business, corporations like Nintendo have already paid duties and deposits in the past. As a result, Nintendo is now looking for recompense for what they paid before.

Nintendo isn’t the first company to seek restitution over the illegal tariffs. Others, including FedEx and Revlon, are also asking for refunds. However, the Japanese giant is certainly one of the biggest names to cross the government’s path. After all, the company is notoriously litigious over anything it considers as an affront to its business, including small streamers using Pokémon on their broadcasts.

With all its global resources, Nintendo likely won’t just give up without a fight.

SEE ALSO: The Nintendo Switch is now Nintendo’s best-selling console ever

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Enterprise

Paramount wins bid for HBO Max, plans to merge streaming apps

It’s all part of the deal to acquire the Warner Bros. library.

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Last year ended with the bombshell announcement that Netflix might buy the entire Warner Bros. library. However, after some finagling and a rocky start, Paramount has now emerged as the main suitor for the lucrative library.

At the end of last year, it seemed all but confirmed that the gigantic Warner Bros. library was coming to Netflix as part of a huge buyout deal. This became even clearer when Warner Bros. Discovery rejected Paramount’s initial bid to counter Netflix. However, Paramount recently revised its offer to an astounding US$ 110 billion, or US$ 31 per share, which Warner Bros. Discovery signed off on. Netflix passed on the opportunity for a counteroffer, making Paramount the sole bidder.

Today, Paramount has announced that, if the deal pushes through, they will merge Paramount+ and HBO Max into one streaming service. This means that Paramount’s CBS, Comedy Central, and MTV will be under the same roof as DC, Game of Thrones, Harry Potter, and Mission: Impossible.

The value of the above names alone makes this into one of the most lucrative deals for Paramount. However, it’s not without its drawbacks. The combined entity will reportedly carry US$ 79 billion in net debt for both purchasing Warner Bros. and refinancing the newly purchased property.

Currently, the deal is expected to go through regulatory approval ending in the second half of 2026.

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