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.

President Donald Trump said Monday that he has informed Chinese President Xi Jinping that "the United States will allow NVIDIA to ship its H200 products to approved customers in China." Nvidia's H200 is a generation behind its latest Blackwell chip, which is considered among the most advanced and high-powered AI chips available anywhere.

This case study is an assessment of roughly one month of trade data scrutinizing Chinese exports to Russia of Tier 1 goods valued at roughly $40 millions of dollars.  Tier 1 goods are the most important items Russia needs to manufacture and build the precision-guided weapon systems critical to waging war in Ukraine.  

The cost of your smartphone might rise, analysts are warning, as the AI boom clogs up supply chains and a recent change by Nvidia to its products could make it worse. AI data centers, on which tech giants globally are spending hundreds of billions of dollars, require chips from suppliers, like Nvidia, which relies on many different components and companies to create its coveted graphics processing units.

Tampa, FL — U.S. Attorney Gregory W. Kehoe announces that two U.S. citizens and two nationals of the People’s Republic of China (PRC)—all residing in the United States—have been charged with a conspiracy to illegally export cutting-edge NVIDIA Graphics Processing Units (GPUs), which have artificial intelligence (AI) applications, to the PRC.

US lawmakers are advancing bipartisan legislation to prohibit companies receiving federal semiconductor subsidies from purchasing chipmaking equipment manufactured in China for the next decade. The proposal aims to harden supply chain security and ensure that American tax dollars do not indirectly strengthen Beijing's technology sector.

Following the official approval of the SEMI European Advisory Board, SEMI announces the publication of the SEMI Europe Chips Act Report a comprehensive assessment of the implementation of the European Chips Act and its impact on Europe’s semiconductor ecosystem.