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Hundreds of Thousands of Nvidia AI Chips Smuggled Into China Via Asia

A major hole has emerged in the United States’ stringent export control regime targeting China’s semiconductor sector. Hundreds of thousands of Nvidia’s high-performance artificial intelligence (AI)…

  • Hundreds of thousands of Nvidia AI chips smuggled into China via Southeast Asia and Taiwan.
  • U.S. authorities estimate 115,000 Nvidia chips equivalent to export restrictions entered China.
  • Smuggling brokers exploited distribution networks and inadequate due diligence checks.

Micron Closes In on SK hynix in Global DRAM Race

The race for second place in the global DRAM market is heating up, with the gap between the second- and third-ranked competitors narrowing to just 1 percentage point.

  • Micron surges to third place with 24% market share, closing gap to 1% behind SK hynix
  • SK hynix's market share drops 4 percentage points, while Micron increases 2 percentage points
  • Micron's revenue grows fivefold, gross margin improves by 2.2 percentage points

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