电子/移动/硬件

Huawei unveils the Ascend 920 AI chip, expected to hit mass production in H2 2025, after Trump included Nvidia H20 in the ban on AI chip exports to China (www.tomshardware.com)
2025-4-20 Trump China AI Ban Nvidia

The Trump administration's restrictions on AI chip exports by Nvidia, AMD, and Intel to China could help turn Huawei into a global chip-making powerhouse (www.nytimes.com)
2025-4-19 Trump China Intel AI Nvidia AMD

Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion (indianexpress.com)
2025-4-18 AI Nvidia

Memo: CEO Lip-Bu Tan flattens Intel's leadership team, with important semiconductor groups reporting directly to him, and names Sachin Katti as CTO and AI chief (www.reuters.com)
2025-4-18 Intel AI

TSMC CEO C. C. Wei says “TSMC is not engaged in any discussion with other companies regarding any joint venture”, after a recent report of a tie-up with Intel (www.bloomberg.com)
2025-4-17 Intel

Nvidia CEO Jensen Huang arrived in China on April 16 and visited Beijing on April 17, a source says to meet officials to discuss Trump's new chip export rules (t.co)
2025-4-17 Trump China Nvidia

Sources: Nvidia has privately pushed back against new US export rules, arguing China can already make some H20-level chips; Nvidia sold ~$12B of H20s in FY 2024 (www.wsj.com)
2025-4-17 China Nvidia

Intel will need license to export AI chips to Chinese clients (indianexpress.com)
2025-4-17 China Intel AI

The US House opens a probe on whether Nvidia knowingly provided AI tech to DeepSeek in violation of US rules and asks Nvidia for details on its Asian customers (www.nytimes.com)
2025-4-17 AI Nvidia

Tech stocks plunge amid uncertainty over US tariff plans and China export controls: AMD, Nvidia, and ASML dropped 7%, Applied Materials and Lam Research fell 5% (www.cnbc.com)
2025-4-17 China Nvidia AMD

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips (t.co)
2025-4-17 Trump China Intel AI Nvidia

UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024 (www.wsj.com)
2025-4-17 China Nvidia

Nvidia GeForce RTX 5060 Ti 16GB review: great value and performance, and GDDR7 offers more bandwidth, but the GPU's pricing and availability remain uncertain (www.tomshardware.com)
2025-4-16 Nvidia

Patreon plans to test livestreaming within its mobile app and on the web with select users this week ahead of a wider rollout in summer 2025 (techcrunch.com)
2025-4-16 Mobile

SEC filing: AMD estimates new US export rules for its MI308 chips to China will cost ~$800M in inventory, purchase commitments, and related reserves charges (techcrunch.com)
2025-4-16 China AMD

Data orchestration startup Hammerspace, which counts Nvidia, Meta, Tesla, Palantir, and the DOD as clients, raised $100M, sources say at a $500M+ valuation (techcrunch.com)
2025-4-16 Startup Tesla Nvidia

Sources: Nvidia did not warn at least some major customers in advance about new US export rules on its H20 chips to China; the US told Nvidia about a week ago (www.reuters.com)
2025-4-16 China Nvidia

A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China (semianalysis.com)
2025-4-16 China AI Nvidia

Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China (wolfstreet.com)
2025-4-16 China Nvidia

Nvidia faces $5.5 billion charge as US restricts chip sales to China (indianexpress.com)
2025-4-16 China Nvidia

Filing: Nvidia says it will record a $5.5B charge after the US said it would require a license to export the H20 chips to China; NVDA drops 6%+ after hours (www.cnbc.com)
2025-4-16 China Nvidia

Apple Says All Mac Minis With Intel Are Now Vintage (apple.slashdot.org)
2025-4-16 Intel Apple

Nvidia unveils its RTX 5060 family, including the RTX 5060 Ti with 4,608 CUDA cores for $379 with 8GB of VRAM or $429 for 16GB of VRAM, launching on April 16 (www.theverge.com)
2025-4-15 Nvidia

Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made (www.wsj.com)
2025-4-15 Trump AI Nvidia

AMD CEO says ready to start chip production at TSMC's plant in Arizona (indianexpress.com)
2025-4-15 AMD

AMD announces its first 2nm silicon fabricated on TSMC's N2 process, set to debut on its 6th-gen EPYC “Venice” chip, which is expected to launch in 2026 (www.tomshardware.com)
2025-4-15 AMD

Sources: banks are providing Silver Lake $2B in debt for its 51% acquisition of Altera; Intel will receive ~$3.4B in cash from Silver Lake as part of the deal (www.bloomberg.com)
2025-4-15 Intel Silver

Intel To Sell Majority Stake In Altera For $4.46 Billion To Fund Revival Effort (slashdot.org)
2025-4-15 Intel

Nvidia To Make AI Supercomputers in US for First Time (news.slashdot.org)
2025-4-15 AI Nvidia

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years (techcrunch.com)
2025-4-14 AI Nvidia

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