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24.04.26 - 02:06
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PC chipmakers warn CPU shortages cloud 2026 shipment outlook (Digitimes)
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CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe that while current CPU shortages from x86 vendors like Intel and Advanced Micro Devices (AMD) have not yet severely impacted PC shipment forecasts, future trends remain uncertain....
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06.03.26 - 22:48
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US Considers Permits for Global Nvidia, AMD AI Chip Sales | Bloomberg Tech 3/6/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. (Source: Bloomberg)...
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03.03.26 - 00:48
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US considers capping Nvidia H200 sales at 75,000 per Chinese customer (SCMP)
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US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker's re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia's H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices' MI325 chips, which have similar capabilities, would also count towards a customer's cap, the people said. These......
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