Trump signs EO imposing 15% tariff on chip and solar panel material polysilicon
Comes into effect on December 6
News - Security & Risk, Charlotte Trueman, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
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TSMC resumes production at Japanese fab following 7.1 magnitude earthquake
Chipmaker says all employees on site were evacuated and have been accounted for
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Nvidia employee detained in Taiwan as part of ongoing chip smuggling investigation
Unnamed suspect questioned following searches of his home and workplace
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Intel partners with Fortinet for development of cybersecurity firm’s SP6 chip
Processor will be built using chipmaker’s Intel 4 technology
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US gov’t eases AI chip export controls on UAE following country’s support in Iran war
UAE-based companies will now have unrestricted access to purchase advanced AI chips from the US
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Data center housing UK’s Dawn supercomputer suffers heatwave-related outage – report
Claimed that the incident was caused by failure of the facility’s cooling infrastructure
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Supermicro publishes open letter clarifying details of reported Taiwanese raids
Company said its office was not raided but four employees have been questioned by authorities
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Supermicro's Taiwan office raided in ongoing Nvidia smuggling probe, more employees detained by prosecutors – report
Follows announcement last month that company was working with authorities to stop illegal shipments of AI servers
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Supermicro says it is working with Taiwanese authorities to stop illegal shipments of its servers to China
Collaboration resulted in the seizure of 50 servers, company claims
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Small number of workers exposed to fluorine gas leak at SK Hynix Cheongju campus – report
Fire also broke out at the site, but incident is now under control
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China’s SMIC shipping chipmaking equipment to Iranian military – report
US-sanctioned chipmaker is believed to have been shipping tools to Iran for about a year
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Three at Supermicro charged with smuggling Nvidia GPU servers into China, including company co-founder
One of the defendants is a co-founder of the server manufacturer
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Applied Materials reaches $252m settlement with US gov’t over illegal shipments to Chinese chipmaker SMIC
Penalty is twice the value of the illegal shipments made by the company
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US House Foreign Affairs Committee advances bill to give Congress AI chip export authority
Bipartisan legislation passed the House 42-2
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US introduces 25 percent export tariff on chips “important” to nation's technology policies
Nvidia H200 and AMD MI325X GPUs will be subject to the levy
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Nvidia H200 chips can be exported to China on 'case-by-case basis' - US government
Exports will only be permitted if sufficient supply of the GPUs exists in the US
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US House of Representatives pass bill to limit remote access to US AI chips
Meanwhile, Nvidia says upfront payments from Chinese customers purchasing H200s is not company policy
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TSMC scrapped thousands of wafers after power outage caused September shutdown - report
Outage caused by fault with industrial gas supplier Linde
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Trump says nobody “other than the United States” will have access to Nvidia’s most advanced Blackwell GPUs
Unclear what this means for Nvidia’s previously announced Blackwell deployments outside the US
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Nexperia suspends wafer supplies to Chinese chip plant after Dutch government takeover
Blames decision on “failure to comply with the agreed contractual payment terms”
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Micron to stop supplying server chips to data center customers in China – report
Follows ban imposed on the company by the Chinese government in 2023
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Department of Commerce issues export licenses for Nvidia chips destined for the UAE
Follows reports that delays were frustrating members of the government and Nvidia executives
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Taiwan imposes export restrictions on chips bound for South Africa
Semiconductors destined for South Africa now require pre-approval, Taiwanese trade regulator announced
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China’s Internet regulator tells Chinese tech companies to stop buying Nvidia AI chips – report
Companies told to cancel orders of RTX Pro 6000D GPUs
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Nvidia presses pause on H20 production as Chinese gov’t says chips pose a national security threat - report
Nvidia CEO Jensen Huang says he hopeful the issues will be resolved
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Trump administration looking to reallocate $2bn in CHIPS Act funds to support critical minerals sector - report
As White House official says government is not looking for equity share in TSMC or Micron
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US authorities tracking AI chip shipments to stop them being diverted to China – report
Trackers have been attached to shipments of Dell and Supermicro servers, sources claim
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Trump originally wanted 20% cut of revenues from Chinese sales of Nvidia’s “obsolete” H20 chips
Nvidia CEO Jensen Huang met with Trump to negotiate the figure down to 15 percent