Nvidia H200 back on in China, production ramping: Huang
…to have eased its policy of pushing local GPUs GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China…
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HDD & SSD Prices Are Expected to Skyrocket By Up To 30% as NAND Firms Cash In on AI Mania, Driven By Huge Demand From Data Centers
…According to reports quoting supply chain sources, NAND firms such as Western Digital, SanDisk, and Micron are raising NAND prices by up to 30%. The demand for AI and enterprise storage is…
Robots Could Turn Old Circuit Boards Into a New Chip Supply Chain
…Recovered items are then sorted by model number in material-specific groups. “We’re creating a new supply chain from old feedstock that didn’t exist before,” Ghashghaei says, adding that manual…
Silicon Valley keeps misreading China’s role in tech
…of the lithium battery supply chain , and about 94% of the world’s high-performance permanent magnets used in motors and drones. When Beijing tightened rare-earth export controls in 2025, U…
Apple reportedly testing Intel's 18A-P process to make iPhone and Mac chips - Engadget
…Following news earlier this month that the two companies were in discussions , supply chain export Ming-Chi Kuo now says that Apple has kicked off test runs for systems-on-chip built…
SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins
…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…
Think RAM Prices Are High? Wait Until You See What’s Happening in the SSD Market
…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…
Discussions and forums
Show HN: X509-certificate-exporter – Prometheus exporter for TLS cert expiration
Certificates expire silently. Kubernetes won't warn you, and most teams find out when something breaks. This exporter watches PEM files, kubeconfigs, Kubernetes TLS secrets, and PKCS#12 bundles, and exposes expiration as…
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Genuinely hate cyber security teams
After working as a platform engineer for almost half a decade, one thing I developed is a strong hatred for cyber sec teams. I'm not sure if it's just me, but in every place I work they are seen by the business as the gu…
I asked supply chain experts just how screwed PC components are due to the war in Iran
…You know, a lot of people think supply chains are like these big pyramids, where you've got a tier one or a company at the top, and the supply chain gets…
Huawei reckons folding chips beats sanctions – Fudzilla.com
…It has helped build China’s domestic semiconductor supply chain while being used as a proxy punchbag in the fight between Beijing and Washington. Huawei and Nvidia are often cast as the…
Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case
…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. Getting banned Hopper or Blackwell chips…