Some Taiwanese drone math ahead of the Xi-Trump visit
…administrations, cutting China out of the tech supply chain has been a strategic goal in multiple industries. But the drone industry is one that has been years in the making with limited…
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Top stories
H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence
2d agoGoogle plans to shift Pixel production from China, eyes shipment growth despite rising DRAM costs
5d agoGoogle is reportedly planning to move all Pixel production out of China - Engadget
5d agoFCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share
1w agoApple reportedly looks to blacklisted Chinese memory chips as RAM prices climb
…Apple has spent many years trying to diversify parts of its supply chain away from China, especially for final assembly, while still depending heavily on Chinese manufacturing and suppliers. Even domestic brands…
China Tightens Indium Inspections Impacting Optical AI Supply Chains
China Tightens Indium Inspections Impacting Optical AI Supply Chains
RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply
RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply
Discussions and forums
How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs
The race to solve AI's copper bottleneck for scale-up and scale-out intensified last week, as the Federal Communications Commission (FCC) is drafting a measure that would block imports of new Chinese transceiver models, …
Hugging Face CEO says China is winning the AI race and dominating on open models
This is something that was spoken here and there, and now it is like writing on the wall. The main additional point is that China has created an independent supply chain. Starting from raw materials and home-made lithogr…
Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access
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. SMIC Claims That Ditching Chip…
Ban on Chinese robots leaves U.S. startups stranded
…supply chain. “Look at Apple, it’s made in China. How do you expect even more complicated products like robots to be built in America?” Anto Patrex, founder of CosmicBrain AI in…
China black market Nvidia prices rocket in wake of smuggling crackdown and customs freeze — five-year-old A100 servers triple in price, now fetching up to $82,000
…Renting is no cheaper, with an FT survey finding that GPU rates inside China now match or exceed U.S. prices, reversing the discount that the abundant smuggled supply once provided. Washington…
Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds
…uncertainity for Team Green's suppliers. A prime example of this is how recently, after the US lifted the ban on the H20 AI chips, China decided to hinder its access to…
Intel and AMD CPU Shortages Continue to Worsen as Delivery Times in China Exceed Six Months, Driving Widespread Price Hikes
…processors, and since the Taiwan chip giant currently caters to the demand of the entire AI supply chain, the manufacturing times have signifcantly increased in the past few weeks. Interestingly, Intel's…
China's RAM boom is here. Your cheap PC is not
The hottest company on the planet right now is a memory supplier called CXMT, a name barely anyone outside of China had even heard a year ago. It's making headlines in…