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Taiwanese prosecutors indicted nine people over 74 servers smuggled to China. The same week, Chinese AI lab Moonshot was found to have rented a 20,000-chip cluster without breaking any rule.
NVDA · Since The Event− 4.56%ReadLate 2023, annualized pace2026, annualized pace
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The 25% duty in force since January reaches only chips that clear a technical threshold, while the rack carrying that chip enters duty-free. Politico reported on August 27 that the administration is weighing a wider definition.
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A small California memory company took Micron and its customers to the U.S. International Trade Commission, asking for an import ban rather than damages. In a year of scarce memory, what sets the price of four patents is not their merit but the daily cost of stopping.
