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  1. Bloomberg 美国审查中国获得英伟达离岸芯片后AI进展 1d US Reviews China’s Offshore Nvidia Chip Access After AI Gains
  2. Bloomberg SK海力士将芯片收益投入韩国企业债券市场 2d SK Hynix Directs Chip Windfall Into Korean Corporate Bond Market
  3. BBC News 特朗普对中国关键芯片材料征收15%关税 2d Trump imposes 15% tariff on key chip material to counter China
  4. Reuters AMD深化与Taalas合作,加大AI推理投入,芯片竞争加剧 2d AMD deepens AI inference bet with Taalas deal as chip race heats up
  5. Reuters 特朗普公布贸易措施,与中国在太阳能和芯片领域竞争 2d Trump unveils trade actions to compete with China on solar and chips
  6. CNBC AMD收购芯片初创公司,将AI模型硬编码至其硅芯片 2d AMD buys chip startup that hardwires AI models into its silicon
  7. Reuters 标普500指数持平,芯片和软件行业疲软抵消整体上涨 2d S&P 500 flat as chip, software weakness offsets broader gains
  8. Reuters 闪迪、西部数据拖累芯片行业,高预期掩盖强劲业绩 2d Sandisk, Western Digital weigh on chip sector as high expectations eclipse strong earnings
  9. Bloomberg 软银利润超出预期,芯片投资助力增长 2d SoftBank’s Profit Beats Expectations With Boost From Chip Bets
  10. Financial Times 英特尔内幕:美国芯片冠军的逆境重生 2d Inside Intel: how America’s chip champion came back from the brink
  11. Reuters 三星、SK海力士测试中国芯片工具以规避美国风险 4d EXCLUSIVE: Samsung, SK Hynix test Chinese chip tools as hedge against US risks
  12. Bloomberg 华为首席科学家警告:英伟达将面临芯片限制 4d Huawei’s Top Scientist Warns of Chip Limit Nvidia Will Soon Face
  13. WSJ 安森美半导体业绩增长,AI数据中心业务强劲 5d ON Semiconductor Reports Higher Profit, Revenue on Growing AI Data Center Business
  14. Financial Times ASML芯片制造成本未来减弱 5d ASML’s hold over the future of chipmaking is weakening
  15. Reuters 独家:CXMT计划在北京建设第二家芯片厂,正在洽谈资金事宜 5d EXCLUSIVE: CXMT plans second chip plant in Beijing and is in talks on its funding, sources say
  16. Bloomberg 芯片大战风险加剧:中芯国际千亿目标差距显现 6d CXMT’s $1 Trillion Target Gap Flags High Stakes in Chip Battle
  17. Bloomberg AI和芯片使马来西亚成为亚洲增长亮点 6d AI and Chips Are Turning Malaysia Into Asia’s Growth Standout
  18. Bloomberg Moonshot的Kimi使用阿里云的20000块Nvidia芯片集群 8d Moonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From Alibaba
  19. CNBC 亚马逊AWS业务增速自2021年以来最快,AI和芯片需求推动增长 9d Amazon's AWS posts fastest growth since 2021, citing AI and chip demand
  20. The Verge 参议员呼吁苹果停止购买中国制造的RAM芯片 9d Senators call on Apple to not buy Chinese-made RAM chips.
  21. Bloomberg 三星芯片利润因AI内存短缺激增250倍 9d Samsung’s Chip Profit Soars Over 250-Fold on AI Memory Shortages
  22. Bloomberg 参议员警告苹果不要从中国公司购买内存芯片 10d Senators Warn Apple Not to Buy Memory Chips From Chinese Firms
  23. Reuters 美国将拨款3亿美元支持GlobalFoundries开发更快的人工智能芯片连接 10d US to award GlobalFoundries $300 million to develop faster AI chip links
  24. Bloomberg ASML在中国担忧恰逢其时 11d ASML’s China Fears Are Coming at Just the Wrong Moment
  25. WSJ 芯片股因AI担忧下跌,投资者转向其他领域 11d Chip Stocks Slide as AI Worries Push Investors to Other Sectors
  26. Bloomberg 月球计划寻求更多英伟达芯片以用于下一代的AI模型,报道称 11d Moonshot Seeks More Nvidia Chips for Next AI Model, Report Says
  27. CNBC 中国芯片突破报道附带重大前提 11d China’s reported chip breakthrough comes with some big caveats
  28. MIT Tech Review 三星芯片工人跳槽至竞争对手SK海力士 11d Samsung’s chip workers are jumping ship to rival SK Hynix
  29. Bloomberg 台湾拘捕涉嫌中国芯片走私的英伟达员工 11d Taiwan Detains Nvidia Employee in China Chip Smuggling Probe
  30. Financial Times 英伟达参与50亿美元租赁的德克萨斯数据中心,将使用其芯片 11d Nvidia behind $50bn lease on Texas data centre that will use its chips