… DFSX Is Working on China's First DF1000 AI Accelerator With 3D DRAM Technology, Also Unveils 3.5D+ Packaging DFSX recently hosted a presentation where they announced China's first 3D AI chip that is built entirely using China's domestic supply chain. …
… Read all comments on Intel CEO Lip-Bu Tan Warned Helium Could Choke AI Chips in June, and China’s Export Ban Might Prove Him Right
… Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply Currently, the situation has prompted China's AI chipmakers to double down on production and fill in the gaps created by NVIDIA's departure in a significant way. …
… Chinese Domestic Chips Could Reach 5 Million In Shipments In 2026, Believes Expert China's domestic industry is facing pressure to keep up with local demand as the country is restricted from buying the latest AI GPUs from NVIDIA. …
China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. …
… Related Story SuperMicro Allegedly Smuggled $2.5B in NVIDIA Chips to China With Fake Servers, and Somehow Thought Nobody Was Watching The strict payment requirements underscore the delicate balancing act Nvidia faces as it attempts to capitalise on surging Chinese demand while navigating regulatory… …
… NVIDIA Is Working With US Government To Ensure Sanctioned Chips Do Not Reach China, Says Report Today's report comes after Taiwanese authorities raided the offices of Super Micro and other companies late last month as part of investigations surrounding the shipment of GPUs to China. …
… Following the price hike, reports have claimed that Apple is requesting the US government to allow it to buy memory chips from China's CXMT. …
… Related Story Shanghai Aishengna: The Secretive Company Behind China’s Latest DUV Lithography Push Thoroughly Unmasked, As Beijing Hedges With Glass Substrates And An EUV Prototype Given that the AI chip market share has NVIDIA written all over it, Huawei needs a differentiating factor to gain any … …
… The former executive believes that high investment by China in the memory market will be responsible for the lower prices and adds that Korea needs to expand its presence in the global fabless chip fabrication market in order to remain competitive with the US and China. …