Longtime Slashdot reader schwit1 shares a report from Reuters: The Federal Communications Commission, which oversees the U.S. telecom industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect. The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models. The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. [...] A U.S. ban on new models of Chinese data center devices would likely hit China's Zhongji Innolight, one of the biggest global sellers of transceivers, which was added to the Pentagon's list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. A ban could also raise costs for American cloud firms such as Amazon Web Services, as it may force them to transition to other producers such as U.S.-based Coherent and Lumentum.

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Apple's stock "fell just shy of 10% on Friday," reports Yahoo Finance, "after CEO Tim Cook warned about the impact of the global memory shortage on the company's business." During Apple's third quarter earnings call, Cook said the company paid significantly more for memory in the quarter and expects that to further increase in the current period. And while Apple is able to offset some of that price jump, it won't be able to tackle it all... The CEO said that iPhone and Mac sales outpaced Apple's own expectations and that a lack of flexibility in the supply chain is making it more difficult to keep up with demand. Yahoo Finance cited an investment analyst who predicts overall gross margins for Apple's iPhone could drop from 38% to 34.5%. But another analyst sees a scenario where Apple "raises iPhone prices, unit growth will slow, and as unit growth slows, so will user growth, which we think ultimately will slow Services growth." (Still, Yahoo Finance predicts Apple's new leasing program "could help address those concerns.") Apple has another controversial option, according to the blog 9to5Mac: Bloomberg reports that US senators from both sides of the aisle are urging Apple CEO Tim Cook to commit by August 21 to not using memory chips from Chinese suppliers CXMT and YMTC.... Apple is not required to obtain U.S. government approval to purchase chips from the companies, but doing so without the administration's support could expose it to significant political ramifications. Which is why, in an interview with The Wall Street Journal ahead of Apple's recent price hikes, Tim Cook said that "everything needs to be on the table," adding that "we should look at all supply...." More recently, the Journal reported that Apple's use of Chinese memory chips could extend beyond China, with the company seeking the administration's blessing to use components from CXMT and YMTC in products sold elsewhere outside the US. The report also detailed Micron's efforts to persuade the administration to reject Apple's request, arguing that allowing Chinese suppliers into Apple's supply chain could undermine domestic memory production... [Bloomberg's reported that U.S. lawmakers warned] other companies could follow Apple's lead, potentially undermining domestic memory production and planned investments in states such as Indiana, Idaho, New York, and Virginia... [T]he senators sought details about any information Apple has shared with CXMT during the component qualification process, noting that the transfer of controlled technical information to advanced chipmaking facilities in China may require a Commerce Department license. The blog MacRumors notes that Apple has already increased prices for Macs and iPads in June because of surging memory prices. Apple CEO Tim Cook said Thursday "we did it because we're in what I would characterize as a 100-year flood on memory pricing with exponential increases in memory prices." Cook did not comment on whether Apple plans to raise iPhone prices when the iPhone 18 Pro models and first foldable launch this September, but multiple analysts believe prices will go up. Cook said Apple is expecting to pay higher memory costs in the September quarter, though Apple will be able to partially offset it with lower costs on some non-memory components and a stockpile of inventory. Sky News points out that "It was Tim Cook's final earnings appearance before his retirement after 15 years at the helm of the company." Apple, which recently topped Nvidia as the most valuable listed company, has been largely spared the volatility in share price seen by chipmakers and big spenders on artificial intelligence. Apple continues to generate cash without the huge investment spending that its Wall St peers are dealing with "and that showed across most parts of the operation," said Thomas Monteiro, an analyst at Investing.com.

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According to The Information (paywalled), a state-backed Shanghai company has begun mass-producing China's first homegrown immersion DUV lithography machines, with about five units expected this year for SMIC, Hua Hong, and CXMT. Roughly 20 more units are expected in 2027. Tom's Hardware reports: The Information didn't name the manufacturer, but its sources described the operation as having pulled DUV development teams from several Chinese companies, one of them the state-backed startup Shanghai Yuliangsheng Technology. SMIC has been testing a Yuliangsheng immersion tool since September 2025. Most components in the new systems are domestic, though some critical parts still come from Japan, and delays at local suppliers have held back output this year. [...] China accounts for around 20% of ASML's net sales this year, down from 33% in 2025, driven mainly by mainstream logic demand... Independent analysis from the AI Futures Project in June put commercial-scale Chinese immersion DUV in the mid-2030s, with ASML holding 98.7% of the immersion market. Qualifying the new machines for production lines could take many months, and they trail ASML's tools on performance and build quality. China's domestic EUV effort, which Reuters first reported as a working prototype in December, remains years away.

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From the site tech-news site XDA Developers: The consumer tech economy needs more DRAM manufacturers, and it needs them more urgently than perhaps at any point in its history. Anyone keeping track of the pricing trends will know that memory prices have climbed into the stratosphere on the back of AI infrastructure's relentless demand, and every consumer device that depends on RAM has traveled from inflated to unaffordable, quarter after quarter, with almost no relief in sight. Which is exactly why a story out of Shenzhen is worth paying attention to, even in its current rumor phase. According to the details circulated by various semiconductor analysts on X, the Chinese government, DRAM maker SwaySure and Chinese tech giant Huawei have partnered to set up a 12-inch memory production plant. If the reports hold up, it could change memory economics for years to come, but not necessarily in the way you'd hope... SwaySure itself is a known player. The company was registered in Shenzhen in March 2022, is reportedly backed by municipal government, and appears alongside Huawei on the US Commerce Department's Entity List, suggesting Washington has realized the connection between the two entities. Although, that's also where the story becomes a little less straightforward. None of these claims have been independently confirmed, and many of the technical details circulating online trace back to a single X account. Huawei has previously denied operating the wider network of state-backed fabs that analysts have reported. Even the widely quoted figure of 140,000 wafers per month isn't new, and public records indicate SwaySure's production line is already operational. What gives the report weight, then, is the fact that Huawei has spent years building this kind of domestic semiconductor ecosystem through partners that appear to operate independently. The rationale that analysts on X keep revisiting has little to do with consumer memory. Huawei's Ascend AI accelerators require high-bandwidth memory (HBM), and US export controls have all but cut Chinese entities from procuring HBM from Samsung or SK Hynix... Owning the supply outright solves a problem that purchasing power can't, which is why the DRAM push is read as a bid to secure captive HBM for Huawei's own silicon rather than to flood the market with cheaply manufactured DDR5... The catch, however, is the fact that most of this new and rejuvenated capacity is expected to be absorbed by China's own domestic demand, rather than to relieve the global shortage... This development does not seem to be an isolated incident, given the state of DRAM economics. CXMT, China's largest manufacturer of DRAM, is already running close to 265,000 wafer starts per month as of now as per analyst estimates, and is projected to hit 350,000 by the end of the year, bringing it within the touching distance of Micron's estimated 385,000.... [T]he oligopoly seems to be facing the first credible challenge to its capacity discipline in decades, and it seems to be coming from a country building fabs much faster than the competition could hope to match. Now, whether it tangibly impacts the consumer market economics in the time to come may be a story in its own right in a few years, but for now, for what it's worth, it's a new direction, and much of it feeds optimism.

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CNN reports on yaks "designed and cloned" in secretive, high-altitude labs in Tibet — 2.4 miles (4,000 meters) above sea level. They're a critical part of the local economy, and researchers "hope to create an 'elite' herd of super-yaks, healthier and more fertile than their predecessors." Both domestic yaks and their wild cousins have been facing threats for years, with some rare subspecies at risk of disappearing entirely. Authorities in the southwestern Chinese region have poured tens of millions of dollars into boosting the yak industry in recent years — and they hope cloning can help. The first yak clone came in July 2025, Chinese state media hailing it as a breakthrough achievement that combined cloning with gene selection. More clones were born this spring — and researchers are now aiming to create a herd of more than 100 "elite" yak clones by 2028, boasting desired traits like faster growth and larger size. "This shows the technology has moved from a one-time success to a stable, mass-scale application," said Fang Shengguo, the project's scientific lead and director of the State Conservation Center for Gene Resources of Endangered Wildlife, according to state-run news agency Xinhua... Many experts acknowledge there are legitimate arguments for using cloning in conservation, and for gene selection in farming. But the ethical waters are murky, and any such project should have high levels of public transparency and accountability, said Lisa Moses, a veterinarian and bioethicist at Harvard Medical School. So far, much of the yak cloning project remains mysterious, with information largely limited to glowing state-media coverage... [S]ome scientists say these projects reduce our sense of urgency toward fixing the environment, and that we can't simply churn out clones while the planet burns. To truly enact change, they say, we have to continue addressing the root cause of the problem — restoring degraded habitats, lowering carbon emissions, cracking down on poaching, and more. But for others, "there is a strong feeling ... that traditional conservation is essentially failing now," Moses said. "What we've been doing for the last 100 years to try to stave off ecological destruction is not working.... The argument is, we don't have a choice," she added. "If we want to try to do something that will actually make a difference, we need to use these technologies, specifically synthetic biology, to essentially override evolution and change the fitness of the species for the environment that they live in." "History is littered with good intentions in the environment gone wrong," Moses said, "and I would argue that these technologies have even more unknowns than ones that we previously employed." The article points out that the number of wild yaks "dropped more than a third in the last 30 years, with just 10,000 to 20,000 individuals left, according to the Wildlife Conservation Society." The yaks are threatened by climate change and habitat degradation, "with warmer temperatures bringing invasive plant species and increased competition for resources... in one of the world's most inhospitable terrains."

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Moonshot AI has temporarily paused new subscriptions for its Kimi K3 model after demand surged beyond the company's current capacity within days of the launch. The open-source Chinese AI model, described as one of the largest of its kind at 2.8 trillion parameters, has rattled U.S. rivals by beating Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol in front-end coding tests. The Associated Press reports: "Kimi K3 has received far more love than we expected," Moonshot AI, which is Beijing-based, wrote in a X post late on Sunday. "Over the past 48 hours, demand has pushed close to the limits of our current capacity." Moonshot said that it's prioritizing existing subscribers and would be temporarily pausing new ones. "We're adding capacity as fast as we can and will reopen new subscription spots in batches," it added. The AI startup also posted a similar message on Chinese social media. "New model releases generally trigger massive interest, which can strain existing compute infrastructure," said Lian Jye Su, a chief analyst at the technology research and advisory group Omdia. "This does show Moonshot AI does not have sufficient compute chips to serve the current surge in demand." Su said that the key reason was more likely due to Moonshot not fully anticipating the surge in K3's popularity. K3 is "very demanding" in terms of compute requirements, he said, making compute allocation challenging and expensive.

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