电子/移动/硬件

Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999 (sherwood.news)
13 days ago Microsoft Nvidia

Sources: the US has started issuing licenses to Nvidia to export H20 chips to China following weeks of inaction, after Jensen Huang met Trump on Wednesday (t.co)
13 days ago Trump China Nvidia

How Intel's CEO Helped Create China's Chip Industry (slashdot.org)
13 days ago China Intel

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise capital and acquire an AI company meant to help it compete against Nvidia and AMD (www.wsj.com)
13 days ago Intel AI Nvidia AMD

Intel CEO Hits Out at 'Misinformation' After US President Calls on Him To Resign (news.slashdot.org)
14 days ago Intel

Trump demands ‘highly conflicted' Intel CEO resign over China ties (indianexpress.com)
14 days ago Trump China Intel

As Trump targets Intel CEO Lip-Bu Tan, a look at his VC firm Walden International, which has invested $5B+ in 600+ companies, with 100+ in China including SMIC (www.bloomberg.com)
14 days ago Trump China Intel

Intel CEO Lip-Bu Tan tells employees the company is engaging with the Trump administration to address concerns about him and “ensure they have the facts” (newsroom.intel.com)
14 days ago Trump Intel

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise new capital and acquire an AI company meant to help it compete against Nvidia (www.wsj.com)
14 days ago Intel AI Nvidia

US President Calls on Intel CEO To Resign Over China Ties (slashdot.org)
15 days ago China Intel

President Trump calls on Intel CEO Lip-Bu Tan to “resign, immediately” and says he is “highly CONFLICTED”, after Sen. Cotton asked Tan about his ties to China (www.bloomberg.com)
15 days ago Trump China Intel

SoftBank reports Q1 net profit of $2.87B, vs. ~$850M est., boosted by its Nvidia investment and says Vision Fund has a “late-stage portfolio valued at $45B” (t.co)
15 days ago Nvidia

Sen. Tom cotton sends a letter to Intel's board chair with questions about CEO Lip-Bu Tan's ties to China and subpoenas during his tenure as Cadence Design CEO (www.reuters.com)
15 days ago China Intel

Shares of Hong Kong-listed Chinese chipmaker InnoScience closed up 31% on August 1, after Nvidia named the company as a supplier for its 800V HVDC architecture (www.bloomberg.com)
15 days ago China Hong Kong Nvidia

Filings: SoftBank increased its Nvidia stake to ~$3B in Q1 and bought ~$330M worth of TSMC stock; source: Vision Fund monetized almost $2B of assets in H1 2025 (www.bloomberg.com)
15 days ago Nvidia Asset

Sources: Intel's 18A process yield has remained low, with only ~5% of its Panther Lake chips meeting its specifications in late 2024 and ~10% by summer 2025 (www.reuters.com)
15 days ago Intel

The Gemini mobile app now lets users create “personalized, illustrated storybooks complete with read-aloud narration” that can incorporate uploaded photos (9to5google.com)
15 days ago Mobile

AMD reports Q2 revenue up 32% YoY to $7.69B, vs. $7.43B est., net income down 31% YoY to $781M, and diluted EPS of $0.48, vs. $0.49 est.; AMD drops 5%+ (www.bloomberg.com)
15 days ago AMD

The US DOJ says two Chinese nationals were arrested in California and charged with illegally shipping AI chips, like Nvidia H100s, to China from 2022 to 2025 (www.reuters.com)
15 days ago China AI Nvidia California

AMD reports Q2 data center revenue up 14% YoY to $3.2B, as CEO Lisa Su says AI chip revenue fell YoY due to the US' China export curbs and the MI350 transition (www.reuters.com)
15 days ago China AI AMD

Nvidia says its GPUs do not contain backdoors, kill switches, or spyware, and hard-coded, single-point controls like kill switches undermine trust in US tech (blogs.nvidia.com)
15 days ago Nvidia

Analyst: China summoning Nvidia over alleged H20 security risks shows it “wants to use the Nvidia case to show China is a buyer, but it won't be a blind buyer” (www.bloomberg.com)
15 days ago China Nvidia

Taiwan's High 20% Tariff Rate Linked To Intel Investment (yro.slashdot.org)
15 days ago Taiwan Intel

Three Intel senior executives to retire amid manufacturing shake up (indianexpress.com)
20 days ago Intel Manufacturing

Sources: thousands of US export license applications, including for Nvidia's shipments of AI chips to China, are stalled due to US Commerce Department turmoil (www.reuters.com)
20 days ago China AI Nvidia

Sources: CapitalG and Nvidia are in talks to invest in Vast Data, which could value the AI infrastructure provider at ~$30B, up from $9.1B in 2023 (www.reuters.com)
21 days ago AI Nvidia

Russia to deliver mobile disease lab to African state (www.rt.com)
21 days ago Russia Mobile Africa

China Claims Nvidia Built Backdoor Into H20 Chip Designed For Chinese Market (slashdot.org)
21 days ago China Nvidia

July marks record 24,500 job cuts in tech industry: TCS, Microsoft, and Intel hit hardest (indianexpress.com)
22 days ago Microsoft Intel

SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products (www.bloomberg.com)
22 days ago Samsung Nvidia

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Intel Mobile Nvidia Nokia Western Digital AMD 高通台积电希捷笔记本平板