Search: AI hardware supply chain

Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies'

…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…

Jun 8, 2026 · Luke James

New semiconductor firm breaks cover, backed by $43 million in early-stage funding — TYLsemi aims to deliver custom silicon to customers without breaking the bank

…opportunity among emerging AI companies and system companies that need advanced custom silicon but also need a partner capable of taking responsibility for the entire implementation and supply chain." Such clients can…

Jul 23, 2026 · Anton Shilov

Production of DDR4 memory and motherboards is restarting amid unprecedented memory shortages — PC industry preparing for a world without DDR5

…Memory AI data centers are swallowing the world's memory and storage supply The future of DRAM: From DDR5 to future ICs High-bandwidth memory roadmap Here's why HBM is coming…

Jun 4, 2026 · Paul Alcorn

Nvidia RTX 50 Super GPUs are reportedly ready, but stuck in limbo due to excessive GDDR7 pricing — 3GB GDDR7 module costs triple the price of 2GB

…series, and their respective mid-generation refreshes despite supply chain limitations and several other issues that arose during that period. Its latest AI systems are now more expensive than ever, with memory…

Jul 18, 2026 · Jowi Morales

The tech industry is moving faster than ever. Keep up with Tom’s Hardware Premium, available from just $7 per month

…Tom’s Hardware Premium, we feature detailed daily Premium News reports on everything from the pushback to the AI data center buildout to the crucial Rare Earth materials supply chain, giving you…

May 11, 2026 · The Editors of Tom's Hardware

US mulling ban on key Chinese networking tech in data center component crackdown — White House wants to impose restrictions in 2026, China says it will respond if necessary

…AI policy expert Divyansh Kaushik of advisory firm Beacon Global Strategies told the publication. "As the data center buildout scales up, you want to make sure the data center supply chain is…

Aug 4, 2026 · Jowi Morales

Trump signs AI executive order seeking 30-day government access to frontier models before release — voluntary framework will include classified benchmark to determine which models qualify

…the administration.” This isn’t a hypothetical, either; the Department of Defense labeled Anthropic a supply chain risk shortly before the Mythos preview shipped, a designation that bars defense contractors from using…

Jun 3, 2026 · Luke James

U.S. gov't orders Anthropic to disable its newest AI models worldwide due to security threats — ban on Claude Fable 5 and Mythos 5 bars access by any foreign national, even its own employees

…Anthropic's relationship with the federal government was already strained before Friday, as the Department of Defense had previously labeled the company a supply-chain risk, and Anthropic has sued the administration…

Jun 13, 2026 · Luke James

H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence

…Domestic supply gaps TrendForce's August 10 supply chain survey projects that domestic chips will take nearly 90% of China's high-end AI chip market this year, with domestic high-end…

Aug 21, 2026 · Luke James

Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners