HBM4 deal; war’s impact on supply chain; U.S. AI framework; GPU smuggling; restart of H200 processors for China; SK hynix’s memory prediction; TFLN photonics deal; test and metrology platforms; NoC verification automation; Tesla probe; AI distillation attacks.
The Iran War’s toll on the chip industry is widening. Over 95% of Taiwan’s energy is imported, causing the country to secure alternative so...
The narrative presented is a classic case of a complex system reacting to acute disruption, revealing deep vulnerabilities within the global tech supply chain. The core issue isn’t simply material shortages; it's the fragility of a system reliant on a single island nation (Taiwan) for critical resources and the escalating geopolitical competition driving increasingly desperate measures. The restart of H200 production to China immediately flags a systemic shift away from adherence to US export co...