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  1. WSJ 存储芯片巨头SK海力士在AI热潮中发布创纪录季度业绩 5h45m SK Hynix Posts Record Quarterly Results Amid AI Boom
  2. CNBC 晶圆股因短缺而上涨,吉姆·克莱默如是说 6h13m Memory stocks work because of shortages, says Jim Cramer
  3. Reuters TI公布强劲工业、数据中心芯片需求下的乐观季度业绩 8h47m TI projects upbeat quarterly results on strong industrial, data center chip demand
  4. Reuters 台积电展示无需昂贵新设备ASML的更小、更快芯片 10h21m TSMC shows smaller, faster chips without a pricey new tool from ASML
  5. Reuters 台积电计划于2029年在亚利桑那州开设芯片封装厂,高管称 10h23m TSMC plans to open chip packaging plant in Arizona by 2029, executive says
  6. TechCrunch 谷歌云发布两款新AI芯片,与英伟达竞争 10h45m Google Cloud launches two new AI chips to compete with Nvidia
  7. CNBC 巴克莱斯建议购买这两只芯片股票,以从可折叠iPhone中获益 11h25m Buy these two chip stocks primed to benefit from a foldable iPhone, says Barclays
  8. WSJ 谷歌推出专为新一代人工智能计算设计的芯片 14h58m Google Introduces Specialized Chip for New Wave of AI Computing
  9. CNBC 谷歌发布人工智能训练和推理芯片,与英伟达竞争再升级 17h25m Google unveils chips for AI training and inference in latest shot at Nvidia
  10. Bloomberg 谷歌云发布新一代TPU芯片,力图加速AI运算 17h25m Google Cloud Releases New TPU Chip Lineup in Bid to Speed Up AI
  11. Reuters 美光公司敦促美国国会打击对华竞争对手的芯片工具销售 19h10m Micron pushes US Congress to crack down on chip tool sales to Chinese rivals, sources say
  12. Financial Times 特朗普时代下,宾夕法尼亚州芯片制造业的复兴陷入困境 1d Pennsylvania’s chipmaking comeback left in limbo under Donald Trump
  13. CNBC 苹果提升硅芯片负责人约翰尼·斯鲁吉,标志着全面自研芯片的加速 1d Apple's elevation of silicon head Johny Srouji signals sprint to build in-house chips for all devices
  14. CNBC 芯片设计师公司瞄准AI时代蓄势待发 2d We're starting a position in a chip designer poised to roar in the era of AI agents
  15. DW News 中国如何重塑全球芯片产业 2d How China is reshaping the global chip industry
  16. Bloomberg 谷歌瞄准新芯片加快AI结果,挑战英伟达 2d Google Eyes New Chips to Speed Up AI Results, Challenging Nvidia
  17. DW News 中国芯片雄心搅动全球科技行业 2d China's chip ambitions shake up global tech industry
  18. Reuters 摩根士丹利认为,代理型AI将推动芯片支出从图形处理器扩展到CPU 2d Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs
  19. Bloomberg 韩股抹平战争损失,芯片制造商因AI复苏上涨 3d Korean Stocks Erase War Loss as Chipmakers Rise on AI Resurgence
  20. Bloomberg AI芯片制造商Cerebras Systems在美国申请首次公开募股 5d AI Chipmaker Cerebras Systems Files Publicly for US IPO
  21. CNBC 芯片制造商Cerebras即将今日提交IPO申请 5d AI chipmaker Cerebras set to file for IPO as soon as today
  22. Reuters 爱立信因AI需求增加芯片支出而低于预期利润 6d Ericsson lags profit expectations as AI demand drives up chip bill
  23. Reuters 特斯拉寻求台湾芯片工程师加入Terafab项目 6d Tesla seeks Taiwan chip engineers for Terafab project
  24. Reuters OpenAI 将投资超过 200 亿美元于 Cerebras 芯片,并获得股权份额 —— 信息报报道 6d OpenAI to spend more than $20 billion on Cerebras chips, receive equity stake, The Information reports
  25. CNBC 台积电和ASML业绩后股价变动或预示芯片公司未来走向 6d TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies
  26. WSJ 芯片制造商台积电对AI市场保持乐观态度,尽管面临伊朗战争威胁 6d Chip Maker TSMC Is More Bullish Than Ever on AI, Despite Iran War
  27. CNBC 特斯拉股价因埃隆·马斯克称赞芯片进展而上涨 7d Tesla stock pops as Elon Musk touts chip progress
  28. CNBC 芯片巨头AMD、高通和Arm联手向无人驾驶汽车初创公司Wayve投资 7d Chip giants AMD, Qualcomm and Arm back driverless car startup Wayve with fresh funds
  29. USA Today 英特尔有望重新成为全球芯片领导者 7d Intel poised to reemerge as world leader in computer chips
  30. WSJ 芯片机械供应商ASML因强劲AI需求提升预测 7d Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand