Alex

wonder who smuggled those 8 way $NVDA Blackwell servers into China that Deepseek trained on $SMCI

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

🇺🇸🇮🇷⚡️BREAKING: Iran releases footage of a direct hit on a US F-35 fighter jet by air defense forces. This is the first ever hit on the 5th generation fighter jet.

Intel to Raise PC CPU Prices by 10%, Adding to PC Manufacturers’ Cost Burden Intel plans to raise prices on its PC central processing units (CPUs) by 10%. With profitability already under pressure from soaring memory semiconductor prices, the upcoming increase in CPU prices — another core component — is expected to further weigh on PC manufacturers’ production costs. According to industry sources on the 19th, Intel has notified major customers that it intends to raise PC CPU prices by the end of this month. The price hike is said to cover most of the key products across Intel’s diverse CPU lineup. The move is seen as Intel’s effort to protect margins amid a supply-demand imbalance, as surging demand for AI data center semiconductors has reduced the supply available for consumer products. The CPU, which serves as the brain of a PC and determines processing speed and performance, is a critical component. Intel holds approximately 70% of the PC CPU market. While AMD and Qualcomm are also expanding their PC CPU supply, Intel’s dominance remains overwhelming. Against this backdrop, Intel’s price hike is particularly damaging to PC manufacturers, as rising production costs will sharply deteriorate their profitability. Memory prices — another essential PC component alongside CPUs — are also seeing unprecedented surges, driven by memory supply shortages stemming from expanded AI infrastructure investment. According to market research firm Counterpoint Research, memory prices rose by as much as 180% quarter-over-quarter in Q1. PC manufacturers are now on high alert as prices for essential components spike. An industry official noted, “The biggest concern for manufacturers right now is the rapidly rising cost of components. There are fears that if Intel CPU prices rise on top of everything else, operating profits will fall sharply and companies will struggle to stay afloat.” Major PC makers are responding to the crisis by diversifying their supply chains and increasing the proportion of higher-value AI PCs in their product mix — a strategy aimed at defending profitability through greater sales of premium products. However, since memory prices are expected to remain elevated through next year, PC manufacturers’ difficulties are likely to deepen further. Rising component costs are also expected to feed through into higher PC retail prices, increasing the burden on consumers. Separately, market research firm TrendForce projected that if memory and CPU prices rise simultaneously, the combined share of these two components in notebook BOM (bill of materials) costs could reach as high as 58%. It added that memory price increases alone could push retail prices for standard laptops up by more than 30%, and that with the additional CPU price hike, total price increases could approach 40%.​​​​​​​​​​​​​​​​ $INTC