Korea presses US for equal chip tariff terms as Lutnick warns of import levies
Trade Minister Kim Jung-kwan said Seoul is negotiating to ensure domestic chipmakers face terms no worse than competitors under…
Company watch
All companies →Nvidia
Every EAB briefing that touches Nvidia — capital spending, plants, M&A, earnings and policy exposure. 51 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 50 of 51
- Subject of the briefing
- 8
- Named as exposed
- 45
- Desks
- Semiconductors (36), Robotics (7), Batteries & EV (4), Trade & Policy (3), Analysis (1)
Japan optical suppliers scale laser diodes and engines for AI co-packaged optics
Furukawa Electric and Sumitomo Electric expand continuous-wave laser output as data centers adopt external optical sources.
China Tightens Connected Vehicle Data Rules With Mandatory Local Sensor Scrubbing
The Ministry of Industry and Information Technology requires automakers to sanitize autonomous driving telemetry and…