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HP and Dell are concerned about circuit board supply in 2027, Amazon invests in Jinxing Electronics

The shortage caused by the AI boom has extended from GPUs and memory to circuit boards. When planning their supply chains for 2027, HP and Dell found that even previously inconspicuous printed circuit boards could face shortages. In September this year, Amazon invested approximately 1.59 billion New Taiwan Dollars in Taiwanese circuit board manufacturer Gold Circuit Electronics, transitioning from customer to shareholder.AI servers require circuit boards with more layers and lower signal loss, and chip packaging substrates are becoming larger, driving up the demand for key materials such as specialty fiberglass cloth and copper-clad laminates. Suppliers prioritize fulfilling more profitable AI orders, squeezing ordinary servers, with some ordinary server circuit board delivery times approaching one year.It is difficult for the production capacity of key materials to keep up with demand in the short term. TrendForce estimates that Japan's Nitto Denko controls about 90% of the global T-glass specialty fiberglass cloth market, with new production capacity not expected to come online until mid-2027 at the earliest. The chairman of Taiwanese substrate manufacturer Unimicron Technology warned on October 20 that some key materials could be short by about 20% by 2027, with delivery times for some chip substrate production equipment extending to as long as 30 months.

first_img Immunefi CEO: PHP vulnerability confirms the arrival of the AI vulnerability apocalypse as scheduled, urging vigilance against wallet risks

The vulnerability bounty platform Immunefi's CEO Mitchell Amador warned that internet users still face the risk of cyberattacks triggered by PHP vulnerabilities, especially small websites that are slow to adopt emergency upgrades, which may take weeks to patch. He stated, "The vulnerability apocalypse" is coming as planned, where the cost of discovering vulnerabilities becomes cheap while the cost of fixing them remains high. He advised users to treat any websites they log into in the coming weeks as potentially compromised, avoid reusing passwords, exercise caution when connecting to encrypted wallets, and revoke token authorizations that are unrecognizable.Previously, the PHP Foundation admitted that it delayed fixing a critical security vulnerability first discovered in 2024 due to resource shortages. PHP developers released emergency patches for two critical vulnerabilities on the same day, but each website still needs to complete the upgrade on its own. Cloudflare CEO Matthew Prince stated that within 24 hours of the PHP vulnerability being publicly disclosed, the web recorded millions of exploitation attempts, with thousands of attempts even before the disclosure. According to W3Techs, PHP supports about 69% of websites with known server-side programming languages, and these vulnerabilities could allow attackers to spread malware or inject malicious scripts into websites.The FBI's Cyber Division also warned that these vulnerabilities could allow malicious actors to "remotely execute code in the PHP core, potentially compromising sensitive data and networks." Amador warned in an interview with Cointelegraph in June that the proliferation of cutting-edge AI models has changed the cybersecurity landscape, giving attackers an advantage, leading to the emergence of the "vulnerability apocalypse," and triggering a resurgence of DeFi hacking attacks. Immunefi is the world's largest vulnerability bounty platform, having paid out $140 million in bounties to 650 protocols to date.

first_img PHP Foundation Executive Director: Only 1 full-time employee, citing insufficient funds

Reuters reported on October 23 that Elizabeth Barron, the Executive Director of the non-profit organization PHP Foundation, which supports the open-source language PHP, stated in an email interview on Friday that the foundation is severely underfunded. She mentioned that recent events indicate a high reliance on PHP by businesses and governments, and given this reliance, PHP's funding is clearly insufficient.Barron noted that the foundation currently has only one full-time employee, which is herself, along with 14 part-time contractors, with funding coming from donations and grants. The increase in coding related to artificial intelligence has roughly doubled the foundation's workload. The number of code change proposals received by the PHP project is nearly double that of a year ago, but the number of contributors has not doubled. She stated that reviewing code contributions and bug reports requires a significant amount of manual input and expertise.Reuters reported that two serious vulnerabilities in PHP were discovered this week, prompting urgent patches for websites worldwide, highlighting the critical importance of this nearly thirty-year-old open-source language to the internet. The article stated that PHP may support approximately 70% of websites globally, and there is currently no evidence that these vulnerabilities were exploited before their disclosure. The report was filed by journalist Toby Sterling from Amsterdam.
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