In a letter to Commerce Secretary Howard Lutnick, Representative John Moolenaar called the shortage of dynamic random-access memory, or DRAM — a crucial input for AI accelerators — …

4 時間前 · Maggie Eastland / Bloomberg: Letter: a top House Republican warns severe DRAM and HBM3E supply shortages may constrain H200 export licenses; Nvidia says it “can serve all …

2025年7月19日 · In a letter to Commerce Secretary Howard Lutnick on Friday, the congressman raised concerns about the reversal on Nvidia’s H20 chips, suggesting it could boost China’s AI …

2 日前 · WEDNESDAY, JANUARY 14TH, 2026 The House will meet at 10:00 a.m. for Morning Hour Legislative business will begin at 12:00 p.m. Fifteen One Minutes Per Side Legislation that may …

2025年10月2日 · Based on current supply-demand dynamics, expectations for a deep HBM3e price correction are misplaced. Price adjustments are likely to remain limited — no more than …

2025年4月11日 · U.S. export restrictions on NVIDIA’s H20, previously set for this week, have reportedly been delayed, giving South Korean memory firms a breather.

2025年8月12日 · Initially, with HBM3, Samsung was slated to supply NVIDIA, but the memory reportedly ran into thermal issues, which made the firm rely on HBM3E. Now, based on a report …