电子/移动/硬件

MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (asia.nikkei.com)
2026-5-29 Intel Mobile AI

Source: Groq is raising ~$650M from existing investors; the AI chipmaker earlier signed a $20B Nvidia licensing deal that saw much of its senior team depart (www.axios.com)
2026-5-29 AI Nvidia

Intel unveils its first dedicated handheld gaming chips, the Arc G3 and Arc G3 Extreme, featuring Xe3 GPU cores, arriving first in the Acer Predator Atlas 8 (www.theverge.com)
2026-5-28 Intel

Nvidia To Spend $150 Billion a Year In Taiwan (slashdot.org)
2026-5-28 Taiwan Nvidia

YouTube makes its AI content labels more prominent on desktop and mobile, and will apply them automatically if it detects “significant photorealistic AI use” (variety.com)
2026-5-27 Mobile AI YouTube

Starlink and Amazon May Be Able To Buy Into EU Mobile Satellite Spectrum Plan (tech.slashdot.org)
2026-5-27 Amazon Mobile

Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000 (asia.nikkei.com)
2026-5-27 Taiwan Nvidia

Sources: Taiwan suspects three people smuggled at least one Nvidia chip shipment to China after first exporting them to Japan; Taiwan detained them last week (www.bloomberg.com)
2026-5-27 China Japan Taiwan Nvidia

Sources: EU leaders are divided on curbing Big Tech as they weigh cloud tender rules and giving EU companies preferential access to mobile satellite spectrum (www.reuters.com)
2026-5-27 Mobile

Initial benchmarks show Nvidia's Vera CPU, which features 88 in-house-designed Olympus cores, packs a heavy-hitting punch, beating Intel's and AMD's x86_64 CPUs (www.phoronix.com)
2026-5-27 Intel Nvidia AMD

Nvidia Retires Its GeForce Control Panel App After 20 Years (tech.slashdot.org)
2026-5-27 Nvidia

Nvidia officially retires its GeForce Control Panel app after 20 years, following the porting of all of its major features to the Nvidia app (www.theverge.com)
2026-5-27 Nvidia

AMD (Xilinx) is Excluding Linux From the Free Tier For Its FPGA Dev Tool (hardware.slashdot.org)
2026-5-24 Linux AMD

Jensen Huang urged Super Micro to tighten up compliance after Taiwan detained three people for allegedly trying to export servers with Nvidia chips to China (www.bloomberg.com)
2026-5-24 China Taiwan Nvidia

Dell says it has 5,000 clients for its AI Factory, a product line of servers with Nvidia chips, software, and services, including 1,000 new clients last quarter (www.bloomberg.com)
2026-5-24 AI Nvidia

Trump Mobile Exposed Customers' Personal Data, Including Phone Numbers and Home Addresses (yro.slashdot.org)
2026-5-23 Trump Mobile

AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (asia.nikkei.com)
2026-5-22 AI AMD

Taiwan is seeking to detain three people for forging documents to export Nvidia-powered Super Micro servers to China, Hong Kong, and Macau, breaking US rules (www.bloomberg.com)
2026-5-21 China Hong Kong Taiwan Nvidia

AMD pledges to invest $10B+ in Taiwan's chip industry to expand partnerships and advanced chip packaging for AI, and begins making its next-gen Venice chips (www.wsj.com)
2026-5-21 Taiwan AI AMD

AMD says its Mac Mini-sized Ryzen AI Halo PC starts at $3,999 with Ryzen AI Max 300 chips, for pre-order in June, and unveils AI Max 400 chips, available in Q3 (www.engadget.com)
2026-5-21 AI AMD

Jensen Huang said that Nvidia has “largely conceded” China's AI chip market to Huawei and should “expect nothing” regarding chip sale approvals to China (www.cnbc.com)
2026-5-21 China AI Nvidia

SpaceX S-1: xAI plans to buy another $2.8B worth of turbines for its data centers, including a $2B deal for mobile gas turbines, the type it's being sued over (techcrunch.com)
2026-5-21 Mobile SpaceX

Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B (www.wsj.com)
2026-5-21 Nvidia

Nvidia reports Q1 revenue up 85% YoY to $81.6B, Data Center revenue up 92% to $75.2B, and announces an $80B additional share repurchase authorization (nvidianews.nvidia.com)
2026-5-21 Nvidia

Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (www.ft.com)
2026-5-20 Trump China Nvidia

Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months (giftarticle.ft.com)
2026-5-20 Nvidia

Permalink to OpenAI announces Codex for mobile devices (sdtimes.com)
2026-5-20 Mobile

Google announces updates to Flow and Flow Music: Gemini Omni support, mobile apps, the ability to create custom tools like a video resizer or shaders, and more (www.cnet.com)
2026-5-20 Google Mobile

Sources: Zyphra, which trains and runs inference for its open-weight models on AMD hardware, is raising a $500M Series B at a valuation of at least $5B (www.forbes.com)
2026-5-20 AMD

Microsoft Launches Surface Pro 12, Surface Laptop 8 With Intel Chips (hardware.slashdot.org)
2026-5-20 Microsoft Intel

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