NVDA
🔍 Singapore is investigating whether Dell and Supermicro servers shipped to Malaysia contained Nvidia chips prohibited in China.
🌐 The case highlights the role of intermediaries in channeling high-end semiconductors.
😲 The analyst expresses no surprise, given prior knowledge of such practices.
@bernardodegarcia:
“Surprise, surprise. Singapore is investigating whether Dell and Supermicro servers sent to Malaysia contained Nvidia chips prohibited in China, which describes a case that has highlighted the role of intermediaries in the channeling of high-end semiconductors. We’re not surprised about Deep Seek and others, but well, now we have the confirmation.”
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