电子/移动/硬件

A look at the tough options before Intel's board, including scaling back factory projects, selling off subsidiaries, or splitting Intel's core operations (www.bloomberg.com)
2024-9-12 Intel

Altera CEO denies a report that Intel plans to outright sell Altera, saying the plan is to sell a stake in the business and push for an IPO of the unit by 2026 (www.crn.com)
2024-9-12 Intel IPO

Nvidia CEO Reveals GPU and Software Moat in AI Chips (tech.slashdot.org)
2024-9-12 AI Nvidia

AMD announces it will eventually move to a unified UDNA GPU architecture, bringing RDNA and CDNA together, as it hopes to rival Nvidia's CUDA ecosystem (www.tomshardware.com)
2024-9-10 Nvidia AMD

Qualcomm has explored acquiring pieces of Intel chip design business (indianexpress.com)
2024-9-8 Intel

No foreign attempts to interfere in presidential election detected – US intel (www.rt.com)
2024-9-8 Intel

Companies and customers say the cost of renting cloud services using Nvidia's A100 and H100 chips is lower in China than in the US despite the export controls (t.co)
2024-9-7 China Nvidia

Qualcomm Has Explored Buying Pieces of Intel Chip Design Business (slashdot.org)
2024-9-6 Intel

Sources: Qualcomm has explored acquiring portions of Intel's design business, including Intel's client PC design business, as Intel struggles to generate cash (www.reuters.com)
2024-9-6 Intel

Sources: Intel is considering selling part of its 88% stake in Mobileye, and is also exploring options for its Network and Edge enterprise networking division (www.bloomberg.com)
2024-9-6 Intel

Applied Digital, which leases out data-center space and has started an AI cloud-computing service with Nvidia chips, raised $160M from Nvidia and others (www.wsj.com)
2024-9-5 AI Nvidia

Intel cancels plans for using its 20A process node for its Arrow Lake processors for the consumer market and will use external nodes instead, likely from TSMC (www.tomshardware.com)
2024-9-5 Intel

Nvidia says it has inquired with the US DOJ and hasn't been subpoenaed, following a report that it had received a subpoena from the DOJ over antitrust concerns (www.bloomberg.com)
2024-9-5 Nvidia

Nvidia says it didn't receive antitrust subpoena from DOJ (www.cnbc.com)
2024-9-5 Nvidia

Intel's Money Woes Throw Biden Team's Chip Strategy Into Turmoil (news.slashdot.org)
2024-9-5 Intel

Russia destroys Ukrainian mobile radar station – MOD (VIDEO) (www.rt.com)
2024-9-5 Russia Mobile Ukraine

The Biden administration's big bet on Intel to lead a US chipmaking revival is in trouble as Intel struggles to hit milestones to get CHIPS Act grants and loans (www.bloomberg.com)
2024-9-5 Intel

Sources: the US DOJ sent subpoenas to Nvidia and others, seeking evidence that Nvidia violated antitrust laws by making it harder to switch suppliers and more (www.bloomberg.com)
2024-9-4 Nvidia

The Biden administration's big bet on Intel to lead a US chipmaking revival is in trouble as Intel struggles to meet milestones for receiving CHIPS Act grants (www.bloomberg.com)
2024-9-4 Intel

Sources: Intel's contract manufacturing business has suffered a setback after tests with chipmaker Broadcom using Intel's advanced 18A chipmaking process failed (www.reuters.com)
2024-9-4 Intel Manufacturing

Intel Core Ultra 200V AI laptop chips explained: Unprecedented power, efficiency with goodness of x86 compatibility (indianexpress.com)
2024-9-4 Intel AI

Intel should spin off its foundry business, and the US government should subsidize cutting-edge chipmaking in the US via purchase guarantees for US-made chips (stratechery.com)
2024-9-4 Intel

Tokyo-based Sakana AI, which unveiled several AI models for Japanese speakers, raised a $100M Series A led by NEA, Khosla, and Lux, with Nvidia participating (www.bnnbloomberg.ca)
2024-9-4 Japan AI Nvidia Tokyo

Nvidia stock fell 9.5% on Tuesday, losing $279B in market value, the biggest single-day drop for a US company, as investors soften their optimism about AI (www.reuters.com)
2024-9-4 AI Nvidia Single Market

Microsoft says Intel's Core Ultra 200V and AMD's Ryzen AI 300 chips will add Copilot+ AI features starting in November 2024, expanding beyond Qualcomm chips (www.engadget.com)
2024-9-4 Microsoft Intel AI AMD

Bloodletting in Semiconductor Stocks Kicks Off September: Nvidia -11.7% Regular & Late Trading, Market Cap Drops by Half a Tesla (wolfstreet.com)
2024-9-4 Stock Tesla Nvidia

Intel's Dow Status Under Threat As Struggling Chipmaker's Shares Plunge (slashdot.org)
2024-9-4 Intel

Nvidia Hit With DOJ Subpoena In Escalating Antitrust Probe (yro.slashdot.org)
2024-9-4 Nvidia

Sources: the DOJ sent subpoenas to Nvidia and others, as it seeks evidence that Nvidia violated antitrust laws by making it harder to switch suppliers and more (www.bloomberg.com)
2024-9-4 Nvidia

Semiconductor stocks fell on Tuesday, led by Nvidia, which dropped 9.53%; Intel fell 8.8%, Marvell 8.16%, AMD 7.82%, Qualcomm 6.88%, and Broadcom 6.16% (www.cnbc.com)
2024-9-4 Intel Nvidia AMD

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