NVIDIA Starts Diverting Orders Away From Super Micro Computer (SMCI) As A Potential Delisting And DOJ Investigation Loom Large

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is NVIDIA's third-largest customer. Additionally, in what is a testament to the heretofore symbiotic relationship between these…

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US Commerce Department Fines GlobalFoundries For “Chip Export” To China’s SMIC, Raising Questions On Effectiveness of US Export Policies

After TSMC, the US Commerce Department reportedly fined GlobalFoundries for supplying chips to an "affiliate" of China's SMIC, raising huge concerns about the US's export policies. TSMC Is Now Followed…

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