U.S. President Trump has approved the export of NVIDIA’s H200 chips to China. According to Commercial Times, industry sources say the move could accelerate inventory digestion across the AI supply chain and stimulate new orders for Taiwanese assembly and packaging providers. OEMs such as Gigabyte ...

After a protracted tug-of-war, Washington has approved the export of NVIDIA’s H200 AI processors to China, with each unit subject to a 25% tariff-like fee, Reuters and Bloomberg report. President Donald Trump announced the move Monday on his social media platform, Truth Social, noting that he h...

The U.S. is moving to tighten its grip on AI-related technologies, with lawmakers pushing to block China’s access to advanced American AI capabilities. According to Financial Times, a newly introduced bipartisan bill would bar NVIDIA from supplying China with its high-end H200 and Blackwell proces...

While memory crunch intensified, the wave is not only blowing to consumer products like smartphones and PCs, but even the biggest tech giant is feeling the pinch. Tom’s Hardware, citing leaker Golden Pig Upgrade, reports that NVIDIA has stopped bundling VRAM with the GPUs it sells to AIBs, leaving...

Samsung is reportedly in discussions with NVIDIA over next year’s HBM4 pricing, and industry attention is focused on how the final terms will be set. According to Dealsite, although Samsung reduced the price of its 12-hi HBM3E, it is internally targeting price parity with SK hynix for 12-hi HBM4, ...