… Those shortages are being exacerbated by chipmakers like Nvidia, Intel, and AMD, which have reduced production of consumer chips so they can manufacture more AI processors. …
President Donald Trump has said that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips, telling reporters aboard Air Force One after the conclusion of a two-day summit with Chinese leader Xi Jinping that China "chose not to" approve the purchases because "they want to develop … …
… The Keelung District Prosecutors' Office announced earlier this week that three suspects had submitted fraudulent shipping declarations to export Super Micro servers containing Nvidia AI chips to China, Hong Kong, and Macau. …
… Go deeper with TH Premium: Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking The PCB shots confirm that Intel has opted to go with a single-GPU setu… …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow TeraFab, which Musk an… …
… Now that key manufacturing and transit hubs like Taiwan and Singapore are actively hunting down middlemen using local criminal fraud laws, the supply chain is fracturing. Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught. …
… The deal was signed during Indian Prime Minister Narendra Modi's visit to the Netherlands, with Dutch Prime Minister Rob Jetten also present, and covers lithography tools, talent development, and supply chain support for a fab backed by $11 billion in total investment. …
… The company aims to scale this architecture to its Ascend AI processors and high-capacity data center clusters by 2030. …
… Go deeper with TH Premium: AI shortages AI data centers are swallowing the world's memory and storage supply Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers Memory makers are set… …
… Go deeper with TH Premium: Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking The deal followed last-minute talks involving Samsung management, union… …
