Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking them to explain their reasons and expressed concerns over information risks.

Paul Triolo from DGA-Albright Stonebridge Group discusses Trump's decision to give China access to Nvidia's H20 chips, and possibly even modified Blackwell chips. He also analyses TSMC's place in the tech war story,

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to China.