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SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus

SK hynix is investing $12.9 billion to build a campus-scale, HBM-only advanced packaging and test facility in Cheongju, South Korea, designed for the next generation of HBM memory and intended to ensure SK hynix's leadership in the booming market.

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U.S. posts official H200 and MI325X AI GPU export rules to China, but with plenty of caveats — a string of requirments greatly limits the total number of GPUs that can be shipped to China

The U.S. may allow shipments of rather powerful AI processors to China on a case-by-case basis, but with the U.S. supply priority, do not expect AMD or Nvidia ship a ton of AI GPUs to the People's Republic.

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Seagate launches three new 32 TB hard drives across its product lines, all using CMR tech — SkyHawk AI drive starts from $699, flagship Exos at $849

After launching 32-terabyte HAMR drives, Seagate has achieved the same feat with CMR tech, releasing three new drives across its iconic product families. Starting at $699.99 and going all the way up to $849.99, these 32 TB hard drives spin at 7200 RPM, have transfer speeds of up to 285 MB/s, and five-year warranties.

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Chinese customs told to block H200 imports, report claims — directive would effectively ban the Nvidia AI chip from China

Chinese customs officers were allegedly told to disallow the entry of Nvidia H200 chips, effectively banning the entry of these AI processors into the country. The command comes as other sources say that Beijing will only allow the import of these AI GPUs for 'special circumstances.'

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Beijing reportedly limiting H200 purchases to those with ‘special circumstances’ — sources suggest only university R&D labs can acquire Nvidia GPUs in China

After weeks of deliberation, sources suggest that China will only allow companies to purchase H200 GPUs for "special circumstances," although Beijing has yet to define exactly what that means.

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AMD's next-gen Ryzen AI 400 laptops could launch on January 22, five days ahead of Panther Lake — Gorgon Point release date leaks through early Asus listing in China

AMD announced the Ryzen AI 400 series at CES with a Q1 2026 launch window, but apparently the first laptops in China to feature Gorgon Point are coming as soon as January 22, 2026. An official Asus listing in the region has shown off a new laptop with the Ryzen AI 7 445 inside set to drop in just a few days.

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Deepseek research touts memory breakthrough, decoupling compute power and RAM pools to bypass GPU & HBM constraints — Engram conditional memory module commits static knowledge to system RAM

A new Deepseek whitepaper has outlined a new form of long-term memory for AI models, named Engram. Engram-based models are more performant than their MoE counterparts, and decouple compute power from system RAM pools to improve results.

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