TrendForce
@trendforce
Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on
Joined October 2010
649 Following 17.3K Followers
๐ก US Export Controls Cover the Whole AI Data Center Stack
US export controls now cover the full AI data center stack โ from GPU clusters and HBM to optical modules, CPO, and Ethernet switches. Out-of-China capacity and supply chain traceability are entry requirements for North American customers, not differentiators.
As supply chains restructure globally, who stands to gain? ๐
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