… 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… …
… The decision meant Nvidia could sell its older, but still potent H200 accelerators to Chinese customers for the first time. …
… The surge in DRAM prices commenced roughly two months ago, and has already increased by 3X-4X in most parts of the world. …
… SK Hynix's Internal Analysis Suggests a Constrained Commodity DRAM Supply Through 2028, Making it Difficult to Fulfill the Demand The mainstream PC market is bracing for a prolonged memory supply-demand imbalance, which is reportedly going to exist throughout 2028. …
… Unsurprisingly, with the flash memory output of producers in Taiwan, South Korea and Japan being exhausted in the current AI surge, Chinese manufacturers CXMT and YMTC are stepping up as alternative options. …
… We should hear from the supply chain through leakers before that, so fingers crossed for good news. …
… We previously covered YMTC in our Rise of Chinese Memory full-length documentary . Chinese SSDs YMTC – Price Comparison This is the same chart of 2TB drives, but with YMTC supply added. …
… Apple has apparently accelerated efforts to diversify its OLED sourcing away from Chinese suppliers such as BOE, which have historically played an important role in the company's display supply chain. …
… The Chinese company said the gig is its biggest-ever infrastructure-as-a-service deal, and saw it supply 1,000 of Nvidia’s flagship B200 accelerators. …
