电子/移动/硬件

Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M (www.bloomberg.com)
2026-4-10 Nvidia Shenzhen

Amazon May Sell Trainium AI Chips To Third Parties In Shot At Nvidia (hardware.slashdot.org)
2026-4-10 Amazon AI Nvidia

Google and Intel expand their partnership to deploy Intel's Xeon 6 chips and co-develop custom Infrastructure Processing Units to improve computing efficiency (www.reuters.com)
2026-4-9 Google Intel

OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (www.bloomberg.com)
2026-4-9 Energy Nvidia

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
2026-4-9 Nvidia

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs (www.bloomberg.com)
2026-4-8 China AI Nvidia

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (www.zdnet.com)
2026-4-8 Google Microsoft Apple Nvidia Cisco

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla, and xAI (www.reuters.com)
2026-4-8 Intel AI Tesla Elon Musk SpaceX

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)
2026-4-7 China Mobile

How advanced chip packaging became one of Intel's fast-growing businesses; sources: Intel is in talks with Google and Amazon for its advanced packaging services (www.wired.com)
2026-4-7 Google Amazon Intel

Linux Finally Starts Removing Support for Intel's 37-Year-Old i486 Processor (linux.slashdot.org)
2026-4-6 Linux Intel

Apple reportedly signed a 3rd-party driver, by Tiny Corp, for AMD or Nvidia eGPUs for Apple Silicon Macs; it's meant for AI research, not accelerating graphics (appleinsider.com)
2026-4-5 AI Apple Nvidia AMD

No, AMD Is Not Buying Intel (slashdot.org)
2026-4-5 Intel AMD

Tower Semiconductor's market cap tops $20B, four years after a near-sale to Intel for $5B; shares are up ~60% over the past month and ~525% over the past year (www.calcalistech.com)
2026-4-4 Intel

Nvidia Rolls Out Its Fix For PC Gaming's 'Compiling Shaders' Wait Times (tech.slashdot.org)
2026-4-3 Nvidia

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (www.bloomberg.com)
2026-4-2 China Hong Kong IPO Nvidia Shenzhen

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards (www.reuters.com)
2026-4-2 China AI Nvidia

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed (www.ft.com)
2026-4-2 Google Startup AI Nvidia Texas

Documents: Intel plans to invest $15M in SambaNova, a startup chaired by CEO Lip-Bu Tan, increasing Intel's stake to 9%, following a $35M investment in February (www.reuters.com)
2026-4-2 Intel Startup

Super Micro co-founder Yih-Shyan Liaw pleads not guilty to US federal charges of helping smuggle billions of dollars' worth of Nvidia-powered servers to China (www.bloomberg.com)
2026-4-2 China Nvidia

Intel agrees to pay $14.2B to repurchase Apollo's 49% stake in the Fab 34 joint venture in Leixlip, Ireland, and plans to issue $6.5B in new debt to fund it (www.bloomberg.com)
2026-4-2 Intel Ireland

FBI warns against using Chinese mobile apps due to privacy risks (www.bleepingcomputer.com)
2026-4-1 China Mobile FBI

Iran says it will start targeting US tech companies like Apple, Google, Meta, Microsoft, Nvidia and Tesla in the Middle East starting 8PM local time on April 1 (thehill.com)
2026-4-1 Google Microsoft Apple Tesla Iran Nvidia

Nvidia launches DLSS 4.5, including a 6x Multi Frame Generation feature exclusive to RTX 50-series GPUs that utilizes a second-gen transformer AI model (www.theverge.com)
2026-4-1 AI Nvidia

Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+ (www.bloomberg.com)
2026-3-31 Nvidia

Iran mobilizes its hackers to sow chaos, gather intel, and find targets; ex-CISA Director Chris Krebs says Iran is “throwing everything they have at this” (www.ft.com)
2026-3-31 Intel Iran

Micron shares closed down 10% on Monday and are now down 30% since Micron's blowout earnings report on March 18; Sandisk fell 7% and Western Digital dropped 9% (www.cnbc.com)
2026-3-31 Western Digital

Paris-based AI startup Mistral raised $830M in its debut debt financing to build Nvidia-powered data centers across Europe; Mistral plans to spend €4B in total (www.ft.com)
2026-3-30 Europe Startup AI Nvidia Paris

The US DOJ charged a Chinese national and two Americans for allegedly trying to smuggle ~$62M worth of export-controlled A100 and H100 Nvidia chips into China (www.pcmag.com)
2026-3-26 China U.S. Nvidia

Sources: worsening supply constraints in CPUs made by Intel and AMD add a fresh blow to PC and server makers already hit by a severe memory chip shortage (asia.nikkei.com)
2026-3-25 Intel AMD

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