电子/移动/硬件

Nvidia plans to resume H20 AI chip sales to China after Washington assured shipments will be approved, reversing an earlier Trump administration stance in April (www.bloomberg.com)
2025-7-15 Trump China AI Nvidia

Jensen Huang says Chinese military is unlikely to use Nvidia's AI chips, citing the risk of the chips being “limited at any time” due to US export restrictions (www.bloomberg.com)
2025-7-14 China AI Nvidia

NVIDIA Warns Its High-End GPUs May Be Vulnerable to Rowhammer Attacks (hardware.slashdot.org)
2025-7-13 Nvidia

Tesla rolls out Grok to some vehicles with an AMD infotainment chip; Grok comes pre-installed on new vehicles and cannot issue commands to the vehicle itself (www.teslarati.com)
2025-7-13 Tesla AMD

NVIDIA shares guidance to defend GDDR6 GPUs against Rowhammer attacks (www.bleepingcomputer.com)
2025-7-12 Nvidia

RealSense spins out from Intel, secures $50 million to drive AI vision in robotics (indianexpress.com)
2025-7-12 Intel AI Robot

Nvidia's rise after ChatGPT's release is reminiscent of dot-com era titans like Cisco and Juniper; Cisco's share price grew over 1000x between 1990 and 2000 (www.nytimes.com)
2025-7-12 Nvidia Cisco

T-Mobile has received FCC and DOJ approval for its $4.4B acquisition of US Cellular, after agreeing to phase out DEI programs to comply with FCC policy (www.bloomberg.com)
2025-7-12 Mobile

HMD says it will “scale back” US operations, citing “a challenging geopolitical and economic environment”, and appears to have stopped US sales of Nokia devices (www.theverge.com)
2025-7-12 Nokia

NVIDIA issues guidance to defend GDDR6 GPUs against Rowhammer attacks (www.bleepingcomputer.com)
2025-7-12 Nvidia

HMD 'Scaling Back' in the US, Killing Nokia All Over Again (slashdot.org)
2025-7-12 Nokia

Recording: Intel's new CEO Lip-Bu Tan told staff that Intel is no longer “in the top 10 semiconductor companies” and it is “too late” to catch up to Nvidia (www.oregonlive.com)
2025-7-12 Intel Nvidia

RealSense spins out from Intel after 14 years as the chipmaker's robotics camera unit, and raises a $50M Series A with participation of Intel Capital and others (www.cnbc.com)
2025-7-11 Intel Robot

Intel CEO Says Company Has Fallen From 'Top 10' Semiconductor Firms, 'Too Late' To Catch Nvidia in AI (slashdot.org)
2025-7-11 Intel AI Nvidia

Sources: Nvidia plans to launch a Blackwell RTX Pro 6000 version for China, modified to meet President Trump's tightened export controls, as soon as September (t.co)
2025-7-10 Trump China Nvidia

Nvidia's stock market value hits $4 trillion on AI dominance (indianexpress.com)
2025-7-10 AI Nvidia

Sources: Nvidia plans to launch a new AI chip designed for China that will be a version of its Blackwell RTX Pro 6000 processor, as soon as September (www.ft.com)
2025-7-10 China AI Nvidia

AMD Warns of New Meltdown, Spectre-like Bugs Affecting CPUs (it.slashdot.org)
2025-7-10 AMD

Nvidia Hits $4 Trillion Market Cap, First Company To Do So (slashdot.org)
2025-7-10 Nvidia

Nvidia hits a $4T market cap in intraday trading, the first company to do so, after passing a $2T market cap in February 2024 and $3T in June 2025 (www.cnbc.com)
2025-7-10 Nvidia

Foreign spies using fake photo contest to collect intel in Russia – FSB (www.rt.com)
2025-7-9 Russia Intel

An analysis finds Chinese firms aim to buy 115K+ US-sanctioned Nvidia H100 and H200 chips for 39 data centers across China's western deserts, mostly in Xinjiang (www.bloomberg.com)
2025-7-9 China Nvidia

Intel Cuts Over 500 Jobs in Oregon as Part of Layoff Plan (slashdot.org)
2025-7-9 Intel

Foxconn reports Q1 revenue up 15.8% YoY to ~$62B, driven by strong demand for iPhones and AI servers powered by Nvidia chips, meeting analysts' expectations (www.bloomberg.com)
2025-7-6 AI Nvidia

Sources: Nvidia's deal to buy CentML, which offers tools to optimize the running of AI models on chips, could exceed $400M; CentML raised a $27M seed in 2023 (thelogic.co)
2025-7-5 AI Nvidia

MI6 fueled Ukraine proxy war and fabricated intel on Iran – Grayzone investigative journalist (www.rt.com)
2025-7-4 Intel Ukraine Iran

Nvidia's market cap surpasses Apple's record close $3.915 trillion (indianexpress.com)
2025-7-4 Apple Nvidia

Sources: In 2024, Apple explored a cloud service renting its own chips to developers; it spends ~$7B per year on renting Nvidia chips from AWS and Google (www.theinformation.com)
2025-7-4 Google Apple Nvidia

CoreWeave receives Nvidia's Blackwell Ultra servers built by Dell, becoming the first cloud provider to install systems based on Nvidia's latest AI chips (www.cnbc.com)
2025-7-4 AI Nvidia

Tax credits for Intel, TSMC, and other chip companies under the Big Beautiful Bill rise from 25% to 35% if they expand their manufacturing in the US before 2026 (www.cnbc.com)
2025-7-3 Intel Tax Manufacturing

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