Taiwan Launches Major Crackdown on NVIDIA AI Chip Smuggling Network
… Taiwan’s latest operation signals a shift toward more direct regulatory action involving AI hardware supply chains and restricted semiconductor technologies. …
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What’s at stake for tech at the Trump-Xi meeting
… Supply chain security The U.S. wants companies to reduce their reliance on Chinese supply chains, but China is signaling it will fight against this trend. …
Supply chain challenges risk delaying Nvidia's Rubin GPUs
… We've reached out to Nvidia for comment on potential delays to its Rubin lineup; we'll let you know if we hear anything back. ® nvidia systems supply chain on prem
Nvidia bets $150B on Taiwan as Trump's plan to make US an AI hub backfires
… Among the most feared tariffs that could come, there’s a threat looming over the AI industry that Trump “may issue ‘significant’ additional tariffs” on semiconductors used in data centers in order “to encourage domestic manufacturing,” a supply chain management newsletter called Supply Chain Dive r… …
China Reportedly Blocks NVIDIA GeForce RTX 5090 D v2 Imports
… At present, the situation remains based on supply-chain leaks and reports from Chinese hardware partners rather than official confirmation from NVIDIA or Chinese regulators. …
Nvidia H200 back on in China, production ramping: Huang
Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. …
Huawei reckons folding chips beats sanctions – Fudzilla.com
… It has helped build China’s domestic semiconductor supply chain while being used as a proxy punchbag in the fight between Beijing and Washington. …
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… The other part of the supply chain that is just as critical is memory. …
China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage
… Entity List, which bars it from some of the world's biggest NAND buyers, but yet again, the supply chain is in desperate need of new capacity to come on board. …
ASML CEO Christophe Fouquet on his company's monopoly: no one is coming for us | TechCrunch
… The big question everyone has is whether the supply chain can keep pace with demand. Can it? The demand is such that the market overall will be supply-limited for quite a bit. …