What is true on Tariff?
| Published | Source | Entity | Captured intelligence | Topic | Actions |
|---|---|---|---|---|---|
| 12:45 AM ET | @Scobleizer |  NVIDIA | @Scobleizer12:45 AM ETNVIDIA @Scobleizer on X Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A | Compute | |
| 12:50 PM ET | @tphuang |  Applied Materials | @tphuang12:50 PM ETApplied Materials @tphuang on X How does Yttrium crunch on Japanese suppliers affect downstream players? For Semi: TEL/Lam/AMAT will all have lower reliability if they use something other than Y2O3 For AI: MLCC production for Murata, TDK & Tayiyo Yuden… | Compute | |
| 6:50 AM ET | @kyleichan |  ASML | @kyleichan6:50 AM ETASML @kyleichan on X China basically fired a test shot. China’s rare earth export controls give it powerful leverage over key parts of the global semiconductor industry, including equipment makers. If Beijing wanted to, could it effectively make the global… | Compute | |
| 5:28 AM ET | @MilkRoadAI |  Alibaba | @MilkRoadAI5:28 AM ETAlibaba @MilkRoadAI on X Alibaba just said more than 6 BILLION chips have shipped using its XuanTie RISC-V designs. Damo Academy chief scientist Meng Jianyi announced the number at the RISC-V Summit China in Shenzhen. That is up from about 4 billion back in 2024.… | Compute | |
| 3:56 AM ET | @MilkRoadAI |  Intel | @MilkRoadAI3:56 AM ETIntel @MilkRoadAI on X "Intel is 80% done." That is how Lip Bu Tan described the turnaround at $INTC in a new interview with Nikkei. Since taking over in March 2025, he has replaced most of the senior leadership team, including bringing in the former CEO of SK… | Compute | |
| 11:18 PM ET | @kyleichan | @kyleichan11:18 PM ET @kyleichan on X China’s export controls have multiple purposes: - Geostrategic leverage (eg rare earths) - Protecting China’s tech edge (eg solar, lithium) - Nonproliferation of harmful items (weapons, AI malware) See my earlier piece on China’s export… | Compute | ||
| 3:17 PM ET | @pequityresearch |  Dell | @pequityresearch3:17 PM ETDell @pequityresearch on X Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The percentage of CIOs pulling planned 2027… | Compute | |
| 8:02 AM ET | @IEEESpectrum | @IEEESpectrum8:02 AM ET @IEEESpectrum on X Grain-oriented electrical steel is now a trade flashpoint in Europe; the real impact on transformers is more complex than it looks. https://t.co/TTfKyd75Oa | Compute | ||
| 6:25 PM ET | @tphuang |  Sumitomo | @tphuang6:25 PM ETSumitomo @tphuang on X China/Japan economic war & AI supply chain | Compute | |
| 10:59 PM ET | @CKCapitalxx | Intel | @CKCapitalxx10:59 PM ETIntel @CKCapitalxx on X $INTC, $QCOM, and $AMD have all reportedly raised CPU prices or are preparing to. Intel supposedly raised prices across its lineup starting last month, with the newest Panther Lake chips up 15 to 20% and older generations up 5 to 10%.… | Compute | |
| 10:45 PM ET | @pequityresearch | Intel | @pequityresearch10:45 PM ETIntel @pequityresearch on X Another round of CPU price increases have arrived. > Intel increasing prices on high-end Panther Lake processors by 15-20%. > Qualcomm ~10% for its multi-chip platform. > AMD is expected to announce a price increase. $INTC $QCOM $AMD | Compute | |
| 9:26 PM ET | @tslaming |  Tesla | @tslaming9:26 PM ETTesla @tslaming on X As the wait for a public Optimus V3 demo stretches on, Elon Musk’s comments during the XTakeover talk offer a revealing look at two challenges facing the program: building hands that combine precision with force, and securing the… | Humanoids | |
| 2:01 PM ET | @ILMagazine |  DHL | @ILMagazine2:01 PM ETDHL @ILMagazine on X 𝗔𝗜 𝗵𝗮𝘀 𝗲𝗰𝗹𝗶𝗽𝘀𝗲𝗱 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 𝗮𝘀 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘀𝘁𝗼𝗿𝘆 𝗶𝗻 𝗴𝗹𝗼𝗯𝗮𝗹 𝘁𝗿𝗮𝗱𝗲 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. @DHLGlobal and @NYUStern released the latest Globalization Tracker this week. A few numbers stood out: →… | Compute | |
| 7:25 AM ET | @pstAsiatech |  USIBC | @pstAsiatech7:25 AM ETUSIBC @pstAsiatech on X Honored to take part in this event, really great group of speakers....never a dull moment on assessing China's evolving export control regime on rare earths and magnets.... https://t.co/W0zJBmPG3b | Policy | |
| 12:05 PM ET | @RichtechRobots |  Richtech Robotics | @RichtechRobots12:05 PM ETRichtech Robotics @RichtechRobots on X Spot ADAM in the headlines! 🤖 Amid growing tech competition with China, @CNNBusiness spotlighted our robot bartender, ADAM, as a prime example of domestic innovation and U.S.-native robotics. Richtech Robotics is proud to represent the… | Physical AI | |
| 9:43 PM ET | @kyleichan | @kyleichan9:43 PM ET @kyleichan on X China’s exports of CNC machines have surged over the years while imports have plummeted. Top export markets: Russia, Vietnam, India. Top import sources: Japan, Germany, Taiwan https://t.co/f6AVNsk2zd | Deployments | ||
| 7:52 PM ET | @MatthewChang |  Cheddar | @MatthewChang7:52 PM ETCheddar @MatthewChang on X The USA is now at cost parity with China! I break this down from the floor of the NYSE on Cheddar News. Great talk with Arnold Davick about the explosion of high end factories in the country, effects of tariffs, and automation as the base… | Deployments | |
| 1:13 AM ET | @smsehy | @smsehy1:13 AM ET @smsehy on X The real determinant of high-tech manufacturing capacity sits in critical mineral processing. You cannot scale automotive semiconductors or robotics production without stable domestic access to processed base inputs. https://t.co/GJxBuwv4fc | Policy | ||
| 11:21 AM ET | @joinautopilot |  USA Rare Earth | @joinautopilot11:21 AM ETUSA Rare Earth @joinautopilot on X Update: The Trump administration has committed $2,000,000,000+ to rare earths companies in exchange for equity stakes Majority of them are public and are surging today • USA Rare Earth $USAR +8.4% • MP Materials $MP +4.5% • Lithium… | Policy | |
| 11:03 PM ET | @pstAsiatech | @pstAsiatech11:03 PM ET @pstAsiatech on X "USTR Jamieson Greer said that U.S. chip export controls were not on the agenda." That is actually not a good thing. Rare earths and semiconductor controls are at center of US China tech competition, and it is high time for a new approach… | Policy | ||
| 12:10 PM ET | @Newsforce | @Newsforce12:10 PM ET @Newsforce on X 🇺🇸 @SecScottBessent and Chinese Vice Premier He Lifeng have begun talks in New York ahead of this week’s Trump-Xi summit. The discussions cover AI safeguards, tariffs and critical minerals, including U.S. concerns about supplies of… | Policy | ||
| 9:45 AM ET | @Newsforce | Dell | @Newsforce9:45 AM ETDell @Newsforce on X 🇺🇸🇨🇳 @ElonMusk is among 8 major tech CEOs invited to a White House state dinner honoring Xi Jinping, alongside Jensen Huang, Michael Dell, Jeff Bezos, Sam Altman, Sundar Pichai, Jamie Dimon, and Tim Cook. The dinner comes as Trump and… | Policy | |
| 9:40 AM ET | @AtMapshock |  CATL | @AtMapshock9:40 AM ETCATL @AtMapshock on X CATL is betting on volume, diversification, and the irreplaceability of its technology — not on US policy softening. US OEMs developing next-generation electric pickup trucks face a structural dilemma — they need CATL's battery… | Energy | |
| 8:33 AM ET | @kyleichan | @kyleichan8:33 AM ET @kyleichan on X “Indeed, word around D.C. is that more hawkish officials have drafted several proposals to hobble China’s high-tech industries, which are ready to go if Trump sours on Xi.” -@neilthomas123 Many great insights here from @wstv_lizzi and… | Policy | ||
| 7:30 PM ET | @Newsforce |  Almonty Industries | @Newsforce7:30 PM ETAlmonty Industries @Newsforce on X 🇺🇸🇷🇼 U.S. miner Almonty Industries has struck a deal with Rwanda to make the country a major Western source of tungsten outside China by 2027. Rwanda will take a 25% stake in Almonty's local unit in exchange for exploration and… | Policy | |
| 4:24 PM ET | @tphuang |  Li Auto | @tphuang4:24 PM ETLi Auto @tphuang on X This wk, Li Auto launched its all new i9 pure electric flagship SUV w/ base px of 369.8k RMB Due to BYD's px pressure, all flagship SUV now has a ceiling on their pricing. I'm sure Li Auto would've rather charged higher than L9, but this… | Physical AI | |
| 1:13 PM ET | @tphuang | @tphuang1:13 PM ET @tphuang on X This guy has no idea what he is talking about. Netherlands isn’t the same as US. Dutch do get a say in this. China is massively ramping up DUVi machines. There are so many layers to AI supply chain that these DC based tech restrictions… | Policy | ||
| 1:34 AM ET | @pequityresearch | Intel | @pequityresearch1:34 AM ETIntel @pequityresearch on X Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging suppliers to TSMC considering it is… | Compute | |
| 7:49 AM ET | @pstAsiatech | @pstAsiatech7:49 AM ET @pstAsiatech on X Japan, US in talks to build chip factory as part of tariff deal https://t.co/GFKyu2GUgG via @NikkeiAsia | Compute | ||
| 3:06 AM ET | @logi_today | @logi_today3:06 AM ET @logi_today on X 中部空港8月、半導体関連伸長で輸出46.7％増-https://t.co/d7kpL9BeGF | Policy | ||
| 3:06 AM ET | @logi_today | @logi_today3:06 AM ET @logi_today on X 関空8月、半導体と事務機器伸び輸出入2桁増-https://t.co/Ntlib8fRef | Policy | ||
| 12:40 AM ET | @logi_today | @logi_today12:40 AM ET @logi_today on X 近畿圏貿易8月、半導体と原油伸び輸出入2桁増-https://t.co/ylRVMa7Ad4 | Policy | ||
| 12:29 AM ET | @logi_today | @logi_today12:29 AM ET @logi_today on X 横浜港、自動車・半導体装置伸び輸出最高-https://t.co/d4tBVr32q3 | Deployments | ||
| 12:29 AM ET | @logi_today | @logi_today12:29 AM ET @logi_today on X 東京港、半導体関連けん引し輸出入が8月最高-https://t.co/nvM2IGFdso | Policy | ||
| 8:46 PM ET | @smsehy | @smsehy8:46 PM ET @smsehy on X Tooling and lithography restrictions redefine the entire automotive supply architecture. When equipment export controls tighten, Tier 1 suppliers and regional joint ventures are forced into dual-track silicon sourcing across sovereign… | Policy | ||
| 10:19 AM ET | @pstAsiatech | @pstAsiatech10:19 AM ET @pstAsiatech on X "China's advance in HBM is particularly concerning because the growth has come despite U.S. restrictions." @pstAsiatech not despite, but because of...pretty obvious by now. https://t.co/2TIdDtdcLH | Compute | ||
| 3:04 PM ET | @SemiAnalysis_ |  Apple | @SemiAnalysis_3:04 PM ETApple @SemiAnalysis_ on X Apple raised prices by $100 on four iPhones already on sale. Same hardware. Same storage. Cook says Apple raised prices reluctantly amid a “100-year flood” in memory costs. Even Apple’s buying power has limits. The bigger increases are in… | Compute | |
| 9:31 PM ET | @pequityresearch | @pequityresearch9:31 PM ET @pequityresearch on X Jensen Huang on timeline of China's advanced lithography systems: "They are going to get there by 2030. 2030 is just around the corner. The way to think about China is that it's really good at high volume production. It's just a matter of… | Compute | ||
| 2:35 PM ET | @tphuang | @tphuang2:35 PM ET @tphuang on X Little discussed fact, AI supply chain involves many Chinese suppliers (like 景旺电子here) setting up factories in Thailand for global customers. Thailand is ASEAN's largest PCB production base. It also produces a lot of optical transceivers… | Policy | ||
| 9:33 AM ET | @ricci_nov |  Renesas | @ricci_nov9:33 AM ETRenesas @ricci_nov on X Renesas is reportedly preparing its second price increase this year, effective January 1, 2027, citing rising manufacturing costs and data-center demand for power semiconductors. Per DigiTimes. The AI bill is no longer confined to… | Compute | |
| 12:31 PM ET | @pstAsiatech | @pstAsiatech12:31 PM ET @pstAsiatech on X Chinese optical supply chain relieved after US leaves transceivers off blacklist @pstAsiatech Clearly a (optical) bridge too far, cooler heads prevailed, for now... https://t.co/mwKgWX57rh via @scmpnews | Policy | ||
| 5:20 PM ET | @tphuang | @tphuang5:20 PM ET @tphuang on X August Export for China. you can see the top growing sectors. ICs, computers, rare earths are where they are growing the most. All AI driven plays. Largest growing trade parts are ASEAN countries, especially RCEP members.… | Compute | ||
| 12:05 PM ET | @ricci_nov |  Samsung | @ricci_nov12:05 PM ETSamsung @ricci_nov on X Korean chip large-caps rallied through a US tariff warning: KOSPI closed 6,995.39 on Sept 7, +4.61%; SK hynix +8.25%. Behind it, per swanpapa, a 55tn won combined buyback — Samsung 15tn, SK hynix 40tn — about 27-30% done. That bid winds… | Policy | |
| 1:47 AM ET | @logi_today | CATL | @logi_today1:47 AM ETCATL @logi_today on X 米運輸長官、フォードに中国依存縮小を要求-https://t.co/Jk0vYkng5s 米運輸省はフォードに、中国企業・技術への依存を減らし米国内生産を優先するよう要求。CATL技術の利用や吉利汽車との協業などを問題視し、技術自立への道筋を示すよう求めた。 | Policy | |
| 9:18 AM ET | @pstAsiatech |  Huawei | @pstAsiatech9:18 AM ETHuawei @pstAsiatech on X Huawei drives China’s push to make advanced chips Tech giant plays ‘project management’ role to build components needed for DUV machines and avoid export controls Yup, wrote about this in February, see comments. https://t.co/8tvUEzc3U9 via… | Compute | |
| 8:02 AM ET | @kyleichan | Huawei | @kyleichan8:02 AM ETHuawei @kyleichan on X US sanctions nearly crippled Huawei in 2019 and 2020. Now Huawei is helping to lead China’s efforts to build a self-reliant semiconductor industry, including 12 Chinese-made DUV lithography machines by the end of this year.… | Compute | |
| 7:15 AM ET | @Newsforce | @Newsforce7:15 AM ET @Newsforce on X 🇯🇵🇨🇳 Japan has formally protested China’s new export controls on dichlorosilane (DCS), a key chemical used to make computer chips. Japan is a leading producer of ultrapure DCS used in chip manufacturing. Beijing imposed cash deposit… | Policy | ||
| 2:58 PM ET | @ParadisLabs | @ParadisLabs2:58 PM ET @ParadisLabs on X Some quick Macro notes. 1. Semiconductor Volatility: has been cut in half since July (VXSMH is a proxy for semis implied volatility). 2. Hyperscaler Bond Issuance: forecasted to rise to $320B in 2026, which would be around 70% of Treasury… | Compute | ||
| 11:00 PM ET | @smsehy | @smsehy11:00 PM ET @smsehy on X A few grams of terbium can halt an entire humanoid robotics assembly line. Rare earth permanent magnets depend on refining corridors built over 15 years of EV industrialization, primarily in China. When export controls constrain upstream… | Humanoids | ||
| 12:30 AM ET | @Newsforce | @Newsforce12:30 AM ET @Newsforce on X 🇺🇸🇨🇳 Some Chinese rare earth suppliers are quietly refusing to ship materials to the U.S. The companies allege fear of punishment from Beijing, even in cases where they already hold valid export licenses, according to Reuters sources.… | Policy | ||
| 10:00 PM ET | @Newsforce | @Newsforce10:00 PM ET @Newsforce on X 🇺🇸🇰🇷 South Korea and the U.S. are discussing semiconductor investments as part of broader bilateral talks, a Seoul official confirmed. Commerce Sec. @HowardLutnick warned this week that companies not manufacturing in the U.S. should… | Policy | ||
| 12:30 AM ET | @Newsforce |  Toyota | @Newsforce12:30 AM ETToyota @Newsforce on X 🇺🇸 Major automakers including Ford, GM and Toyota are urging Congress to permanently block Chinese cars from the U.S. market. Their industry group is calling for a ban on Chinese connected vehicles, software and hardware, arguing they… | Policy | |
| 2:18 PM ET | @ParadisLabs | @ParadisLabs2:18 PM ET @ParadisLabs on X Korean memory stocks are *not* weak because of rumours that the U.S. will impose tariffs on Korean semiconductors. There are other drivers: 1. Retail net-buying for KOSPI has dropped by 90% from July (KRW 54.5T) to August (KRW 5.4T) -… | Policy | ||
| 9:45 AM ET | @joinautopilot |  Unusual Machines | @joinautopilot9:45 AM ETUnusual Machines @joinautopilot on X Breaking: President Trump's tariffs on foreign drones just took effect, hitting drones over 55 pounds or with thermal cameras with a 100% tax and smaller drones with a 25% tax 5 stocks worth watching: • Unusual Machines $UMAC *Makes… | Policy | |
| 3:56 PM ET | @Newsforce | @Newsforce3:56 PM ET @Newsforce on X 🇺🇸Commerce Sec. Howard Lutnick just confirmed the Trump Admin wants targeted semiconductor tariffs that punish companies that won’t build plants in America. Firms that produce chips in the U.S. would pay nothing, while everyone else… | Policy | ||
| 10:31 PM ET | https://x.com/LimX_Dynamics |  ZiNovaLabs | https://x.com/LimX_Dynamics10:31 PM ETZiNovaLabs LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for… | Humanoids | |
| 9:02 AM ET | 🔗PVentures Consulting | NVIDIA | 🔗PVentures Consulting9:02 AM ETNVIDIA The Pulse™ | Week 36: Measured beats promised NVIDIA guides $108B with zero from China, Ericsson measures 10% against Nokia's 100% promise, Intel splits silicon in three, Waymo picks Munich for 2027. | Humanoids | |
| 4:31 PM ET | @HermesAtGoke |  Unitree | @HermesAtGoke4:31 PM ETUnitree @HermesAtGoke on X China's AI IPO rush is real. Robot makers and Shein are listing in Shanghai and Hong Kong. But Unitree has already dropped more than 40% from its debut high. The same doubt hanging over U.S. AI names applies here: sentiment is not a… | Funding | |
| 12:30 PM ET | 🔗Manufacturing Tech | 🔗Manufacturing Tech12:30 PM ET Issue 125 - Model Hardware Standards, Future of CAD, and Robotics GPT-3 Moment Breaking the Bottleneck | 8/31/2026 | Physical AI | ||
| 11:17 AM ET | @whitee_rhinoo | @whitee_rhinoo11:17 AM ET @whitee_rhinoo on X The #US will impose up to 100% #tariffs on #Chinese #drones over 25kg, thermal models, and key parts starting Sept 3, with lighter drones facing a 25% rate. Aimed at cutting reliance on foreign #supply chains, experts say it will fragment… | Policy | ||
| 3:16 AM ET | @tchsignal | @tchsignal3:16 AM ET @tchsignal on X U.S. Barriers Test China's Robotics Scale Advantage The U.S. is raising barriers around foreign-made drones and advanced robots, but those measures are colliding with a market where Chinese manufacturers already operate at major scale. The… | Policy | ||
| 10:56 PM ET | @dailytechonx |  AgiBot | @dailytechonx10:56 PM ETAgiBot US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed Skip to content Posted on August 31, 2026 In recent months, the U.S. has introduced tighter rules on robotic systems and imposed steep tariffs on imported drones and related components, citing national security risks. These new policies… | Policy | |
| 10:34 PM ET | Kate Park | Agibot | Kate Park10:34 PM ETAgibot The US is building barriers around drones and robots, but China has scale to get around them | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help Skip to content Image… | Policy | |
| 10:34 PM ET | Kate Park |  Counterpoint | Kate Park10:34 PM ETCounterpoint The US is building barriers around drones and robots, but China has scale to get around them | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help Skip to content Image… | Policy | |
| 8:54 AM ET | 🔗Beyond the Model | 🔗Beyond the Model8:54 AM ET The Compute Cold War Is Splitting the AI Stack, and Enterprises Have to Pick Sides In late July, the biggest names in AI lined up on opposite sides of a fight that looked like a policy debate and was actually a map of who controls the future. | Compute | ||
| 1:17 PM ET | 🔗Jess Leão | 🔗Jess Leão1:17 PM ET 100 Million Square Feet 🏭 Terafab, ERCOT's 474 gigawatts, + are security incidents the new benchmaxxing? | Compute | ||
| 9:13 AM ET | 🔗(undefined) |  Automation World | 🔗(undefined)9:13 AM ETAutomation World Quick Take: Ban The Robots, Hurt The Robotics Industry Stopping foreign-made robot imports to the U.S. will slow domestic robot production. | Humanoids |