The irony is that Western policy, which was designed to try and slow or stymie the development of China and Russia’s high-tech economy, may well have helped manufacture exactly the kind of trading bloc it set out to prevent. The issue is compounded by uncertainty in Washington DC, where the inhabitant of the White House seemingly can’t decide what he wants from the situation. In the space of 12 months, the Trump administration banned Nvidia's H200, unbanned it, slapped a 25% tariff on it, and created a licensing framework that experts immediately called contradictory. On 13 January, the Commer
While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance…month that indium phosphide, the compound semiconductor behind every laser in an AI data center, is heading into a supply squeeze worse than what we've already seen with DRAM / NAND, and…
News PC Hardware Jun 24, 2026 by Nick Farrell Nvidia AI kit gets costly behind China’s walls China’s smugglers are charging silly money for Nvidia AI kit as Washington squeezes…
…China’s domestic supply is still nowhere near enough to meet surging demand from technology companies expanding their use of AI agents. Those agentic tools need far more compute than ordinary chatbots…
…A Gigabyte GeForce RTX 5060 Eagle OC SFF 8GB listing in China reportedly climbed to 3,215 yuan, approximately $475, after comparable RTX 5060 models had been selling for around 2,600…
Micron's CEO has been talking about the gravity of the RAM supply situation Sanjay Mehrotra said that 'AI is in very early innings' and that AI will need a lot more…
…supply crisis has impacted component pricing—though, those still a little unclear on the situation should give our Jacob's RAMpocalypse explainer a read. The short version is that the AI industry…
…For the first time, those deals include billions of dollars in upfront payments to secure supply. The payments cover AI data centre and consumer electronics for customers. TOPICS: ai memory · AMD · chips…
…However, a US export ban on Nvidia’s top chips to China helped Huawei grab about half of the $50 billion domestic AI chip market. Huawei has supplied DeepSeek and several other…
…entire AI supply chain currently depends on the Taiwan giant for front-end and back-end needs, which creates a 'single point of failure' in case geopolitical rivalry between China and Taiwan…
…The document mentions that the demand for AI chips has been far larger than the supply, which has created a bottleneck, which is why consumers are facing massive delays in accessing American…
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