The newly announced data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/u-s-and-china-agree-on-one-year-tariff-truce-including-semiconductor-and-rare-earth-breakthroughs-the-future-of-nvidia-ai-chip-sales-to-the-nation-remains-murky” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/u-s-and-china-agree-on-one-year-tariff-truce-including-semiconductor-and-rare-earth-breakthroughs-the-future-of-nvidia-ai-chip-sales-to-the-nation-remains-murky”> China-U.S. trade ceasefire appears, at first glance, to be a long-overdue cooling-off period. For now, China will delay its sweeping new export controls on rare earth elements, while the U.S. holds off on tariff increases, which will remain at 10%.
This will come as a much-welcome reprieve for hardware manufacturers, who rely on China’s data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/semiconductors/chinas-latest-round-of-rare-earth-export-controls-gives-the-country-dominion-over-precious-resources-regulations-have-far-reaching-implications-for-the-semiconductor-industry” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/semiconductors/chinas-latest-round-of-rare-earth-export-controls-gives-the-country-dominion-over-precious-resources-regulations-have-far-reaching-implications-for-the-semiconductor-industry”>near-total grip over rare-earth processing. But make no mistake: this is a temporary pause, and in no way the end of the matter. For Nvidia, which…

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