电子/移动/硬件

ASML says Intel has decided to use ASML's next-gen High NA EUV machines to make some of its flagship Panther Lake laptop chips; a High NA machine costs ~$400M (www.reuters.com)
2026-7-15 Intel

Iran Abused Mobile Networks' Vulnerabilities To Locate US Military In Middle East (tech.slashdot.org)
2026-7-15 Mobile Iran

A Trump administration official says a “trivial” number of Nvidia's H200 chips were shipped to China after winning a US license, without offering specifics (www.bloomberg.com)
2026-7-15 Trump China Nvidia

AI startup Reflection says it has signed a $1B+ deal to secure computing capacity from Nebius, including access to Nvidia chips, following a deal with SpaceX (www.reuters.com)
2026-7-15 Startup AI Nvidia SpaceX

Sources: Nvidia intensified due diligence and cut its authorized AI chip customers in Singapore, Malaysia, and Japan by 50%+ to prevent China diversions (www.ft.com)
2026-7-14 China Japan AI Singapore Malaysia Nvidia

Apple Reportedly Agreed to Intel Chips To Avoid White House Tariffs (yro.slashdot.org)
2026-7-14 Intel Apple

Q&A with Xinzhou Wu, head of automotive at Nvidia, on Nvidia's chips and AI models for autonomous driving, lidar's usefulness for Level 4 autonomy, and more (www.theverge.com)
2026-7-14 AI Nvidia

Intel plans to invest €5B to expand chip manufacturing at its Leixlip facility in Ireland; in 2025, Intel canceled a planned €30B factory in Magdeburg, Germany (www.ft.com)
2026-7-13 Germany Intel Manufacturing Ireland

Sources detail the Trump admin's heavy-handed intervention to aid Intel, including pushing it to expand local capacity and pressuring Apple to use Intel's fabs (www.wsj.com)
2026-7-11 Trump Intel Apple

Inside China's execution conveyor belt: How 'mobile injection vans and firing squads are used to put thousands to death a year' - outstripping capital punishment figures for the rest of the world combined (www.dailymail.co.uk)
2026-7-10 China Mobile

Sources: China plans to let some of the country's major AI companies buy a small number of Nvidia's H200 chips to alleviate a domestic computing shortage (www.theinformation.com)
2026-7-9 China AI Nvidia

Nvidia lost $1T in market value over the past two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019 (www.bloomberg.com)
2026-7-9 Nvidia

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market (asia.nikkei.com)
2026-7-8 Intel AI Nvidia AMD

Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with rivals (www.theinformation.com)
2026-7-8 Startup AI Nvidia

Samsung Passes Nvidia To Become Most Profitable Company In the World (hardware.slashdot.org)
2026-7-8 Samsung Nvidia

Anthropic expands Claude Cowork to web and mobile in beta for Max plan subscribers, and says 90%+ of Cowork usage is unrelated to software development (www.zdnet.com)
2026-7-8 Mobile

New Januscape Linux flaw allows VM escape on Intel, AMD devices (www.bleepingcomputer.com)
2026-7-7 Linux Intel AMD

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia (www.bloomberg.com)
2026-7-7 China AI Nvidia Budget

Sources: DeepSeek is in the early stages of developing its own AI chip designed for inference, in a bid to reduce its reliance on Nvidia and Huawei hardware (www.reuters.com)
2026-7-7 AI Nvidia

Supreme Court Allows Texas To Require Age Verification For Mobile Apps (yro.slashdot.org)
2026-7-7 Mobile Texas

SCOTUS declines to block a Texas law requiring app stores and developers to verify the age of mobile device users, and for minors to obtain parental consent (www.reuters.com)
2026-7-7 Mobile Texas

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (www.cnbc.com)
2026-7-6 AI Manufacturing Nvidia

How companies like Nvidia and Neura Robotics are building safety systems for humanoid robots to minimize risks like a bipedal robot losing stability (www.wsj.com)
2026-7-6 Robot Nvidia

Filings: President Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day as his AI action plan (www.nytimes.com)
2026-7-2 Trump Amazon Microsoft AI Apple Nvidia

Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (www.theinformation.com)
2026-7-2 AI Nvidia

T-Mobile Appears To Be Quitting VMware Amid Support Rights Lawsuit With Broadcom (yro.slashdot.org)
2026-7-2 Mobile VMware

Alex Karp calls US reliance on AI labs for military tech “effing insane”, pans AI fees for businesses, and touts Palantir's Nvidia Nemotron deal for US agencies (www.forbes.com)
2026-7-2 AI Nvidia

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
2026-7-1 China Taiwan Nvidia

AI and vibe coding fuel a surge in game releases; ATTN Economy says 181K mobile games launched in six months to May, up 118% on iOS and 73% on Android YoY (www.ft.com)
2026-6-30 Android IOS Mobile AI

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
2026-6-30 China Taiwan Nvidia

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