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BIS confirmed AI chip export controls apply to any Chinese-parented company globally, closing a loophole that let hundreds of thousands of Nvidia Blackwell servers reach Chinese subsidiaries in Malaysia and Singapore.
TSMC 3nm node hit full capacity in March 2026 for the first time. Apple M5, Nvidia Blackwell, Amazon Trainium3, and Microsoft Maia2 all compete for the same fab slots.
Qatar expelled Iran's military attaches and halted all LNG production after Iranian missiles struck Ras Laffan. Gulf states say "price must be paid." Here is the full tech and semiconductor supply chain impact.
The 2026 Iran war triggered the largest oil supply disruption in history — 10 million barrels per day gone. Brent hit $110. Qatar helium is down one-third. Here is the full tech and semiconductor impact.
Super Micro co-founder Yih-Shyan Liaw was arrested for smuggling $2.5B in Nvidia AI servers to China using shell companies and dummy servers with serial numbers swapped using a hair dryer. Stock crashed 28%.
Iran attacked Gulf energy sites on March 19 including Qatar's Ras Laffan LNG hub, pushing Brent crude to $119 and cutting global air freight capacity 9%, delaying semiconductor shipments.
The Strait of Hormuz and Red Sea are both blocked. Over 1,000 commercial vessels are stranded. VLCC rates are up 94%, freight up 250%, maritime insurance premiums are 10x. Here is what this means for server hardware procurement, data center builds, and developer supply chains in 2026.
China's SMEE has a working DUV prototype and active EUV program. If it ships by 2027, US export controls on China's chip industry effectively fail.
Japan's Rapidus, TSMC Dresden, Intel Germany, and Samsung Texas are all racing to establish leading-edge semiconductor manufacturing outside Taiwan. Here is the state of each programme, the strategic stakes, and what it means for AI hardware supply chains.
Micron's Sanand ATMP facility in Gujarat has begun commercial production in early 2026, marking India's first modern semiconductor manufacturing output. This post unpacks what that actually means for AI ready chips, the India AI Mission, and global supply chains.
Qatar Energy force majeure after the Ras Laffan strike halted one third of global helium supply. Which chip fabs are most exposed and what it means for AI hardware timelines.
The United States now applies steep tariffs on Chinese electronics and is heading toward a June 2027 review cliff, while GPU exports are governed by case by case rules. This post explains what that mix means for AI hardware buyers and how to plan budgets in 2026.