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US expands curbs on China’s AI memory and chip tools, raising supply chain concerns
“Tech firms, especially those involved in AI training and inference, may experience delays and higher costs in acquiring these essential components,” Rawat said. “Similarly, server and PC chip shortages are exacerbated by restrictions on chipmaking tools, making it harder for Chinese manufacturers to produce advanced chips for servers and high-performance systems, potentially leading to delays or reliance on less advanced…
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US finalizes curbs on investment in AI and critical technology in China – Computerworld
“Companies might also need to reassess their strategic priorities, which may lead to an unnecessary increase in innovation costs,” said Charlie Dai, VP and principal analyst at Forrester. “On the other hand, regulatory concerns will force enterprises outside the US to further prioritize localization strategies to achieve self-sufficiency in critical areas, potentially leading to increasingly isolated innovation ecosystems.” The new…
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