… The move marks another step in the country’s increasingly urgent push to localize its semiconductor supply chain, as chips become ever more critical in the age of AI. …
… March 26 US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal — looming Chip Security Act may put a wrench into Huang's China ambitions March 25 The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade… …
Filter Year Month Go 26 articles December 31 Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions December 30 SK hynix to build first U.S. packaging plant for HBM — plugs critical hole in U.S. supply chain, $3.9B investment challenges TSMC and resha… …
… AMEC also claims SMIC has purchased at least 800 of its tools, a figure Chang cited on the same broadcast, and that its etch technology is used in TSMC's supply chain at nodes from 65nm down to 5nm and 3nm. …
… 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. …
… DoD claims threat was blunted December 5 Huawei Ascend NPU roadmap examined — company targets 4 ZettaFLOPS FP4 performance by 2028, amid manufacturing constraints Intel admits it needs more Core Ultra 200-series wafers — 'If we had more Lunar Lake wafers, we would be selling more Lunar Lake' SoftBa… …
Filter Year Month Go 31 articles February 27 Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon — AWS to become exclusive cloud distributor for Frontier enterprise platform ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower comp…
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