You can't make this up: Our latest investigation into how expensive high-bandwidth memory chips get smuggled to #China from #SouthKorea. The trick? Pair them w/ cheap server chips to avoid export detection; solder the memory chips off the cheap server, viola. via @theinformation

Jing Yang @jingyanghk ·
You can't make this up: Our latest investigation into how expensive high-bandwidth memory chips get…

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  1. #1

    SCOOP: Yes Jensen is out. But we have a new find for you. Alice Huang's companies recently became an investor in #DeepSeek through SPVs, under the promises that they can supply #N…

    Jing Yang @jingyanghk ·
    SCOOP: Yes Jensen is out. But we have a new find for you. Alice Huang's compani…
  2. #2

    Policy tide is shifting as Jensen comes under scrutiny. U.S. *finally* is plugging the remote access loophole, currently the main channel via which Chinese firms get Blackwell. Sc…

    Jing Yang @jingyanghk ·
    Policy tide is shifting as Jensen comes under scrutiny. U.S. *finally* is plugg…
  3. #3

    SCOOP: We find out how long Alice Huang has known Jensen Huang, and identified her real company, Shanghai Century Litong, which enabled at least $7.5B Nvidia chips sales to China…

    Jing Yang @jingyanghk ·
    SCOOP: We find out how long Alice Huang has known Jensen Huang, and identified…

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