电子/移动/硬件

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
2026-5-1 China AI Nvidia

Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (www.cnbc.com)
2026-5-1 Intel

Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (www.reuters.com)
2026-5-1 4Q Western Digital

Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models (tech.eu)
2026-5-1 Startup AI Airbus AMD

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (www.reuters.com)
2026-4-30 China AI Nvidia

The Quad should share intel on critical-mineral supply risks (www.aspistrategist.org.au)
2026-4-30 Intel

Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year (siliconangle.com)
2026-4-29 Nvidia

Lovable launches its AI coding app on iOS and Android, letting users code via voice or text AI prompts, and allowing them to switch between a PC and mobile (techcrunch.com)
2026-4-29 Android IOS Mobile AI

Intel's Stock Soars 24% Friday, Its Biggest One-Day Gain Since 1987 (slashdot.org)
2026-4-26 Intel

Intel's upbeat outlook suggests CEO Lip-Bu Tan is making progress on a turnaround, having strengthened the company's balance sheet and now improving operations (www.bloomberg.com)
2026-4-25 Intel

The value of US government's stake in Intel has increased fourfold to ~$36B, a roughly $27B paper gain since they announced the investment in August 2025 (www.bloomberg.com)
2026-4-25 Intel

Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages (9to5google.com)
2026-4-25 Mobile Samsung

Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher (www.cnbc.com)
2026-4-25 Intel Nvidia

Intel stock closes up 23.6%, its best performance since October 1987, as Intel shows signs of renewed growth amid the AI boom; the stock is up 124% YTD (www.cnbc.com)
2026-4-25 Intel AI

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
2026-4-25 Microsoft Startup AI Nvidia

Meta announces a deal to use “tens of millions” of Amazon's Graviton chips to help deliver its next generation of AI models, amid a shortage of Nvidia chips (www.axios.com)
2026-4-24 Amazon AI Nvidia

Intel reports Q1 revenue up 7% YoY to $13.58B, vs. $12.42B est., and forecasts Q2 revenue and adjusted EPS above estimates; INTC jumps 15%+ after hours (www.cnbc.com)
2026-4-24 Intel

Intel Lands Tesla As First Major Customer For 14A Chip Technology (hardware.slashdot.org)
2026-4-24 Intel Tesla

WhatsApp partners with PayU to roll out prepaid mobile recharges in India; it remains a marginal payments player in India despite launching payments in 2020 (techcrunch.com)
2026-4-24 India Mobile WhatsApp

Sensor Tower: India's mobile app IAP revenue crossed $300M in Q1, up 33% YoY, with non-gaming apps generating $200M+, much of it captured by global platforms (techcrunch.com)
2026-4-23 India Mobile Sensor

US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (www.reuters.com)
2026-4-23 China Nvidia

Elon Musk says Tesla plans to use Intel's 14A process technology to make chips at its Terafab project, which would make Tesla the first major customer for 14A (www.reuters.com)
2026-4-23 Intel Tesla Elon Musk

Source: Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips (techcrunch.com)
2026-4-22 Google AI Nvidia

Trump Media & Technology Group names Kevin McGurn as interim CEO effective immediately; McGurn previously worked as an executive at Hulu, Vevo, and T-Mobile (variety.com)
2026-4-22 Trump Mobile

Mobile Phones To Be Banned In Schools In England Under New Plans (mobile.slashdot.org)
2026-4-21 Mobile

SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (www.koreaherald.com)
2026-4-20 Nvidia

A US judge grants an injunction to makers of the banned “ICE Sightings - Chicagoland” Facebook group and Eyes Up mobile app, who say DHS and DOJ violated the 1A (www.engadget.com)
2026-4-19 Facebook Mobile

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (www.reuters.com)
2026-4-18 China Nvidia

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (thezvi.substack.com)
2026-4-18 China Interview Nvidia

Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a valuation of more than $50B, not including the investment, with Nvidia participating (www.bloomberg.com)
2026-4-18 Nvidia

Previous Page Next Page

Included Tag(s)

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