… We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. …
… 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… …
… This means exporting US equipment to China's facility would now require regulatory approval. …
… Under a new rulemaking issued by the Federal Acquisition Regulatory Council FAR , the use of chips from CXMT, YMTC, and SMIC is intended to be cut off from commercial products. …
… Getting involved in the regulatory overhead of sourcing chips like the H200 has been a 'pain', which is why they have resorted to options like renting compute offshore or looking towards domestic options. …
… The first is a rundown of China's memory industry, and the second is about whether CXMT, YMTC, and similar players could actually work around regulatory frameworks to ship DDR modules to customers worldwide. …