Beta
Sign inSubscribe

Export Controls & Trade Policy

Articles (4)

Two parallel rows of AI server infrastructure diverging from a central fault line, representing frontier AI compute splitting between established and emerging hardware ecosystems.
AIanalysis

DeepSeek V4-Pro on Ascend 950PR: The Two-Stack AI Reality

DeepSeek V4-Pro runs on Huawei Ascend 950PR as the State Department pivots export controls from chip access to model IP, describing two parallel AI stacks.

Export Controls & Trade PolicyAI Infrastructure
SCN Staff·
House Foreign Affairs Committee members seated at the dais of the committee's hearing room, with the US flag and committee seal flanking the chairman's center position.
AInews

HFAC Clears 16-Bill Chip Export Package on 150-Day Allied Clock

Sixteen bills cleared, silicon-level verification on deck, and an industry that hasn't spoken.

AI InfrastructureSemiconductor Manufacturing
SCN Staff·
A SOCAMM2 LPDDR5X server memory module showing dense chip array architecture, illuminated against a black background, designed for next-generation AI server platforms.
AIanalysis

Vera Rubin's Memory Stack Is Korean. How Three Vendors Got There Tells You Why It Will Stay That Way.

Samsung, SK hynix, and Micron converged on SOCAMM2 mass production within six weeks for NVIDIA's Vera Rubin. Korean suppliers now control both memory tiers.

NVIDIASemiconductor Manufacturing
SCN Staff·
Semiconductor wafer substrate reflecting iridescent light -- the indium phosphide supply chain constraining AI optical interconnect production
AIanalysis

NVIDIA's $4 Billion Photonics Bet Is an Admission: The AI Buildout Has a Materials Problem

NVIDIA's $4B investment in Lumentum and Coherent signals indium phosphide scarcity and power equipment lead times are gating $2.52T AI spending forecast.

Supply Chain & Critical MaterialsExport Controls & Trade Policy
SCN Staff·