China is becoming a party to the Russia–Ukraine conflict by increasing supplies of components to enterprises of Russia’s military-industrial complex, including those used in the production and modernization of missiles such as the Kalibr (3M-14M) and Kh-35U.

Price rises and memory shortages are likely to continue through 2027, a top semiconductor industry CEO told CNBC, adding to the view that the crunch that’s been caused by the AI infrastructure boom may last longer than expected.

Counterfeit electronic components remain one of the most persistent risks in the semiconductor supply chain. Executive buyers responsible for anti-counterfeit solutions operate in an environment defined by long component lifecycles, frequent shortages and complex global sourcing. A single compromised part can trigger downstream failures, regulatory exposure and reputational damage that far outweigh procurement savings.

McCLELLAN, Calif. – U.S. military microelectronics experts are working with 13 U.S. defense contractors to develop advanced microcircuits and mitigate electronics obsolescence under terms of a potential 10-year contract worth as much as $24.5 billion.

A seemingly reputable Amazon third-party seller appears to have duped at least 42 unsuspecting customers into paying $999 for a GeForce RTX 5090 GPU, shipping the buyers fanny packs instead. The scheme appears to have lured desperate buyers with the promise of the best graphics card on the market at just 50% of its MSRP, an offer that was, unsurprisingly, too good to be true.

WASHINGTON, D.C. — Today the Department of Commerce’s Bureau of Industry and Security (BIS) issued a rule revising its licensing policy for semiconductor exports to China. BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met.

A buyer in Spain has reported receiving a sealed DDR5 memory kit that contained counterfeit parts, raising fresh concerns about return fraud affecting high-value PC components sold as new through major online retailers, as AI-induced supply shortages cause prices to skyrocket. 

The United States has brought together a group of allied nations to launch Pax Silica, a strategic initiative aimed at securing global supply chains for artificial intelligence, critical minerals and advanced technologies amid growing competition with China.

One semiconductor project is complete, and others are making progress – that’s the Government Accountability Office’s (GAO) Thursday assessment of efforts under the CHIPS Act to strengthen the domestic semiconductor supply chain. GAO’s report outlined progress toward key project milestones for the 40 awards made to semiconductor manufacturers under the CHIPS Act.

Nvidia is piloting a new software feature that can verify the physical location of its AI chips, aiming to make illicit GPU diversion and smuggling significantly harder. The initiative, described in detail by Reuters, uses telemetry already present in data-centre deployments to estimate where a device is operating — without modifying the chip itself or embedding direct GPS-style hardware tracking.