电子/移动/硬件

How SK Hynix's rise as Nvidia's main HBM chip supplier, ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market (www.ft.com)
2025-9-3 Samsung Nvidia

Intel's new patent aims to increase CPU performance with software (indianexpress.com)
2025-9-2 Intel

Senior German official urges intel reform to counter ‘Russian threat' (www.rt.com)
2025-9-2 Russia Germany Intel

Intel chiefs behind Russiagate should be arrested – Trump (www.rt.com)
2025-9-2 Trump Intel

Source: G42 is talking to Google, AWS, Meta, Microsoft, and xAI to become tenants at its UAE-US AI Campus, and aims to diversify chip suppliers beyond Nvidia (www.semafor.com)
2025-9-1 Google Microsoft AI Nvidia

Nvidia says 40% of revenue comes from just 2 customers: Who are the mystery buyers? (indianexpress.com)
2025-9-1 Nvidia

Mobile Premier League to lay off 60% of employees after online money gaming ban (indianexpress.com)
2025-9-1 Mobile Ban

Source: Indian fantasy sports startup Mobile Premier League plans to lay off ~60% of its local workforce, after the government banned online real-money games (www.reuters.com)
2025-9-1 India Mobile Startup

Intel Get $5.7 Billion Early. What's the Government's Strategy? (hardware.slashdot.org)
2025-8-31 Intel

Fusion Power Company CFS Raises $863M More From Google, Nvidia, and Many Others (hardware.slashdot.org)
2025-8-31 Google Nvidia

Alibaba Creates AI Chip To Help China Fill Nvidia Void (slashdot.org)
2025-8-30 China Alibaba AI Nvidia

Filing: Nvidia reveals its top two customers accounted for 39% of its Q2 revenue, up from 25% in Q2, 2024 (www.cnbc.com)
2025-8-30 Nvidia

Filing: Intel says its funding deal with the US loosens its requirements under the CHIPS Act, including removing the need to meet certain project milestones (www.wsj.com)
2025-8-30 Intel

Top 100 AI consumer apps: Gemini ranks #2 behind ChatGPT on mobile with ~50% of its MAUs, with Grok at #4; on the web, Gemini has ~12% of ChatGPT's visits (a16z.com)
2025-8-30 Mobile AI

The US makes it harder for Samsung, SK Hynix, and Intel to produce chips in China by revoking waivers for the use of US equipment in their Chinese operations (www.reuters.com)
2025-8-30 China Intel Samsung

Sources: DeepSeek plans to use Huawei's Ascend AI chips to train smaller versions of its upcoming R2 models but will still use Nvidia chips for largest models (www.theinformation.com)
2025-8-29 AI Nvidia

A judge rules Nvidia must face trial over allegations that it benefitted from autonomous driving data stolen by an engineer who defected from Valeo in 2021 (www.bloomberg.com)
2025-8-29 Nvidia

Trump, Nvidia talks to allow advanced AI chip sales in China will take time (indianexpress.com)
2025-8-29 Trump China AI Nvidia

Intel CFO says the US deal aims to deter Intel from selling its foundry; it lets the US buy 5% more at $20/share if Intel's stake in the unit falls below 51% (t.co)
2025-8-29 Intel

Intel CFO David Zinser says the company received $5.7B from the US government on Wednesday evening; the White House says the deal is still “being ironed out” (www.cnbc.com)
2025-8-29 Intel

Commonwealth, which wants to build a fusion power plant, raised $863M from Nvidia's NVentures, Khosla Ventures, and Google, bringing its total raised to ~$3B (www.bloomberg.com)
2025-8-29 Google Nvidia

Nvidia CEO says AI boom far from over after tepid sales forecast (indianexpress.com)
2025-8-28 AI Nvidia

Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it (www.bloomberg.com)
2025-8-28 China AI Nvidia

Nvidia's CFO says Q2 “net other income” was $2.2B, “driven by gains in a publicly-held equity security”, which refers to Nvidia's position in CoreWeave (sherwood.news)
2025-8-28 Nvidia Equity

Nvidia reports record Q2 gaming revenue of $4.29B, up 49% YoY, exceeding estimates of $3.74B (sherwood.news)
2025-8-28 Nvidia

Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved (www.wsj.com)
2025-8-28 China Nvidia

Nvidia reports Q2 revenue up 56% YoY to $46.74B, above $46.06B est., Data Center revenue up 56% to $41.1B, and approves an additional $60B in share buybacks (www.cnbc.com)
2025-8-28 Nvidia

Circana: in July, Sea's Free Fire jumped seven spots to 6th in US mobile game sales, above COD, driven by anime and Netflix tie-ins; US users buy 2M Switch 2s (www.bloomberg.com)
2025-8-28 Mobile Netflix

South Korean lawmakers pass a bill to ban using mobile phones and other smart devices during classes at elementary and middle schools nationwide, starting 2026 (www.nytimes.com)
2025-8-27 Korea Mobile Ban

Nvidia's Jetson AGX Thor gives robots a brain boost as the robotics industry sees a surge (indianexpress.com)
2025-8-27 Robot Nvidia

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