Industry News
Institute for Science and International Security, Spencer Faragasso, Mohammadreza Giveh, Aline Spyrka
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.
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CNBC, Arjun Kharpal
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.
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U.S. Department of Justice, U.S. Attorney's Office, Middle District of Florida
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.
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DigiTimes Asia, Sherri Wang, Ollie Chang; Sherri Wang
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.
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Ink World, David Savastano
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.
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Reuters, Laurie Chen, Trevor Hunnicutt, Jeffrey Dastin
WASHINGTON, Nov 19 (Reuters) - U.S. officials are privately saying that
they might not levy long-promised semiconductor tariffs soon,
potentially delaying a centerpiece of President Donald Trump’s economic agenda.
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ElectroPages, Jack Pollard, Tsuyoshi “Ucchi” Uchida
As the world moves towards a more sustainable future, the electronic
components industry finds itself at a crossroads with decisions that
will shape its trajectory. Companies are rethinking operation strategies
and supply chain management to shift the focus while balancing the
requirements for advancing technology.
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Reuters, Reuters
WASHINGTON, Nov 19 (Reuters) - The U.S. Commerce Department said on Wednesday it has authorized the export of advanced artificial intelligence chips, the equivalent of up to 35,000 Nvidia (NVDA.O), opens new tab Blackwell chips, to two companies in Saudi Arabia and the United Arab Emirates.
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Semiconductor Engineering, Anne Meixner
The shift toward chiplets and multi-die assemblies is forcing big
changes in the global supply chain, including much tighter cooperation
between companies and governments to ensure the authenticity and quality
of semiconductor parts.
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Newsfile, Prodigy PR
San Francisco, California--(Newsfile Corp. - November 11, 2025) - A San Francisco startup Tuurny
announced today it is developing a platform that solves world's two
massive, contradictory problems: a critical shortage of computer
chips and a growing mountain of electronic waste.
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