… The MATCH Act is currently under discussion and hasn't been signed into law, but it appears US lawmakers aren't coming for a critical element of the Chinese semiconductor supply chain. …
… According to reports quoting supply chain sources, NAND firms such as Western Digital, SanDisk, and Micron are raising NAND prices by up to 30%. …
… Consumer SSDs Could Get a Lot More Expensive, Since AI Has Arrived to 'Gobble Up' NAND Chips The AI industry has managed to take every aspect of the supply chain by storm, and after disrupting the chip market, it is now targeting the DRAM and NAND supply chains. …
… 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. …
… The development was seen as both optimistic and a concern for NVIDIA, considering that it meant that Team Green would be coming back to China with a more powerful option, but at the same time, the approval has brought in supply chain complexities and added costs, which we'll summarize in this image… …