Taiwan & Huawei
11 shared events · Importance 3 · Last updated Aug 01, 2026
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International
Taiwan: Taiwan is home to TSMC, the world's largest contract chip manufacturing firm, and both AMD and Nvidia have unveiled big investment plans there, highlighting its importance in the global chip supply chain.
Huawei: Huawei is a domestic rival in China's AI chip market, benefiting from the void left by Nvidia due to U.S. chip curbs, and is a competitor for AMD.
May 29, 2026 · 7 articles
Business
Taiwan: Taiwan gains from TSMC's continued investment at home and the U.S.-Taiwan trade agreement, though it faces competition for leading-edge manufacturing.
Huawei: Huawei is mentioned in the context of a potential U.S. export control penalty for TSMC, but no direct action is taken in this event.
Jul 16, 2026 · 85 articles
Regulatory
Taiwan: Taiwan is mentioned as the origin of chips in the Supermicro smuggling case, highlighting its role in the supply chain.
Huawei: Huawei benefits from Nvidia's retreat from the Chinese market, as noted by Jensen Huang, and is well-positioned to capture demand for AI chips domestically.
Jul 14, 2026 · 8 articles
International
Taiwan: Taiwan>>> is actively investigating and prosecuting AI chip smuggling, demonstrating a stronger stance against export control violations and aligning with US policies. This could enhance its international standing but risks a rebuke from China>>>.
Huawei: Huawei>>> is on an export blacklist, and Taiwan>>> is considering restricting AI chip sales to all customers in China>>>, not just specific companies like Huawei>>>.
May 21, 2026 · 22 articles
International
Taiwan: Taiwan>>> is a point of contention, with China>>> claiming sovereignty and Canada>>> asserting freedom of navigation through the Taiwan>>> Strait and showing solidarity with its democracy.
Huawei: The detention of Huawei CFO Meng Wanzhou in 2018 previously strained relations between Canada and China, providing historical context for the current diplomatic efforts.
May 27, 2026 · 32 articles
Business
Taiwan: Taiwan's TAIEX dropped about 4%, reflecting the semiconductor sector weakness.
Huawei: Huawei's chips could be used by Moonshot AI, posing a potential challenge to Nvidia's dominance in AI training.
Jul 08, 2026 · 107 articles
International
Taiwan: Taiwan is mentioned in the context of Canadian lawmakers cutting short a trip to avoid confusion regarding Canada's China policy, highlighting China's sensitivity over its sovereign claims.
Jan 12, 2026 · 6 articles
Business
Huawei: Huawei previously released a similar triple-folding device, indicating competition in the foldable smartphone market.
Dec 02, 2025 · 6 articles
Business
Huawei: Huawei is a key competitor in the foldable smartphone market, having launched its own three-way folding phone last September, intensifying competition for Samsung Electronics.
Dec 01, 2025 · 6 articles
International
Huawei: Huawei Technologies Co. is a domestic champion in China's semiconductor industry, which Beijing aims to boost to achieve self-sufficiency, potentially competing with Nvidia.
Apr 16, 2026 · 760 articles
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