The ripple effects of soaring memory semiconductor prices are spreading across the entire electronics industry. Complete product manufacturers producing TVs, home appliances, smartphones, and other goods are demanding price reductions from component suppliers, including display and sensor manufacturers, to slightly alleviate the burden of memory costs.

International sanctions are failing to prevent European technology from ending up in Russian drones, missiles, and tanks. New research reveals how companies in Hong Kong have funnelled components made by major EU manufacturers – worth tens of millions of euros – into Russia’s war machine in Ukraine. 

WASHINGTON, D.C. — Today, the Department of Commerce’s Bureau of Industry and Security (BIS) announced a settlement agreement with Applied Materials Inc. of Santa Clara, California (AMAT) and Applied Materials Korea, Ltd. (AMK), covering illegal exports of U.S. semiconductor manufacturing equipment to China.  AMAT and AMK agreed to pay a penalty of approximately $252 million – the second-highest penalty ever imposed by BIS.

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.

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.

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.