电子/移动/硬件

US government to take cut of Nvidia and AMD AI chip sales to China (indianexpress.com)
2025-8-11 China AI Nvidia AMD

Intel CEO to visit White House on Monday: Report (indianexpress.com)
2025-8-11 Intel

Chinese state media says Nvidia H20 chips not safe for China (indianexpress.com)
2025-8-11 China Nvidia

Sources: Nvidia and AMD agreed to pay the US government 15% of revenues from H20 and MI308 chip sales in China to obtain export licenses granted last week (t.co)
2025-8-11 China Nvidia AMD

Sources: Intel CEO Lip-Bu Tan is set to meet Trump on Monday to propose ways the US and Intel could work together, show his commitment to the US, and more (www.wsj.com)
2025-8-11 Trump Intel

Road-mobile ballistic missiles: a strong option for bolstering ADF self-reliance (www.aspistrategist.org.au)
2025-8-11 Mobile

US licenses Nvidia to export chips to China, official says (indianexpress.com)
2025-8-10 China Nvidia

Jensen Huang says he reviews salaries of all 42,000 Nvidia staffers: Here's how (indianexpress.com)
2025-8-10 Nvidia

Trump call to oust Intel CEO Tan could sidetrack chipmaker's turnaround (indianexpress.com)
2025-8-9 Trump Intel

Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999 (sherwood.news)
2025-8-9 Microsoft Nvidia

Sources: the US has started issuing licenses to Nvidia to export H20 chips to China following weeks of inaction, after Jensen Huang met Trump on Wednesday (t.co)
2025-8-9 Trump China Nvidia

How Intel's CEO Helped Create China's Chip Industry (slashdot.org)
2025-8-9 China Intel

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise capital and acquire an AI company meant to help it compete against Nvidia and AMD (www.wsj.com)
2025-8-9 Intel AI Nvidia AMD

Intel CEO Hits Out at 'Misinformation' After US President Calls on Him To Resign (news.slashdot.org)
2025-8-9 Intel

Trump demands ‘highly conflicted' Intel CEO resign over China ties (indianexpress.com)
2025-8-8 Trump China Intel

As Trump targets Intel CEO Lip-Bu Tan, a look at his VC firm Walden International, which has invested $5B+ in 600+ companies, with 100+ in China including SMIC (www.bloomberg.com)
2025-8-8 Trump China Intel

Intel CEO Lip-Bu Tan tells employees the company is engaging with the Trump administration to address concerns about him and “ensure they have the facts” (newsroom.intel.com)
2025-8-8 Trump Intel

Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise new capital and acquire an AI company meant to help it compete against Nvidia (www.wsj.com)
2025-8-8 Intel AI Nvidia

US President Calls on Intel CEO To Resign Over China Ties (slashdot.org)
2025-8-8 China Intel

President Trump calls on Intel CEO Lip-Bu Tan to “resign, immediately” and says he is “highly CONFLICTED”, after Sen. Cotton asked Tan about his ties to China (www.bloomberg.com)
2025-8-7 Trump China Intel

SoftBank reports Q1 net profit of $2.87B, vs. ~$850M est., boosted by its Nvidia investment and says Vision Fund has a “late-stage portfolio valued at $45B” (t.co)
2025-8-7 Nvidia

Sen. Tom cotton sends a letter to Intel's board chair with questions about CEO Lip-Bu Tan's ties to China and subpoenas during his tenure as Cadence Design CEO (www.reuters.com)
2025-8-7 China Intel

Shares of Hong Kong-listed Chinese chipmaker InnoScience closed up 31% on August 1, after Nvidia named the company as a supplier for its 800V HVDC architecture (www.bloomberg.com)
2025-8-7 China Hong Kong Nvidia

Filings: SoftBank increased its Nvidia stake to ~$3B in Q1 and bought ~$330M worth of TSMC stock; source: Vision Fund monetized almost $2B of assets in H1 2025 (www.bloomberg.com)
2025-8-7 Nvidia Asset

Sources: Intel's 18A process yield has remained low, with only ~5% of its Panther Lake chips meeting its specifications in late 2024 and ~10% by summer 2025 (www.reuters.com)
2025-8-7 Intel

The Gemini mobile app now lets users create “personalized, illustrated storybooks complete with read-aloud narration” that can incorporate uploaded photos (9to5google.com)
2025-8-7 Mobile

AMD reports Q2 revenue up 32% YoY to $7.69B, vs. $7.43B est., net income down 31% YoY to $781M, and diluted EPS of $0.48, vs. $0.49 est.; AMD drops 5%+ (www.bloomberg.com)
2025-8-7 AMD

The US DOJ says two Chinese nationals were arrested in California and charged with illegally shipping AI chips, like Nvidia H100s, to China from 2022 to 2025 (www.reuters.com)
2025-8-7 China AI Nvidia California

AMD reports Q2 data center revenue up 14% YoY to $3.2B, as CEO Lisa Su says AI chip revenue fell YoY due to the US' China export curbs and the MI350 transition (www.reuters.com)
2025-8-7 China AI AMD

Nvidia says its GPUs do not contain backdoors, kill switches, or spyware, and hard-coded, single-point controls like kill switches undermine trust in US tech (blogs.nvidia.com)
2025-8-7 Nvidia

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