Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while Micron cleared validation for its 12-layer version ...

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

According to a report from Commercial Times, Trump’s reciprocal tariffs took effect at midnight on April 9th Eastern Time, imposing a sharp 32% tariff on goods from Taiwan. In response, major PC brands—including HP, Dell, Acer, ASUS, and Lenovo—have notified their supply chains to halt all shi...

Following the notice that a price hike is on the way, U.S. memory giant Micron plans to introduce a new surcharge for U.S. customers starting April 9 to offset costs from Trump’s latest tariffs, as per Reuters. Micron told customers in an email that while some of its products are exempt from ta...

Following the U.S. Commerce Department's late 2024 investigation into whether TSMC produced AI chips for Huawei, the latest development suggests the foundry giant could face a penalty exceeding $1 billion, as per Reuters. The report suggests that the probe is linked to a chip TSMC produced for Ch...