2023年，欧盟委员会认定，英特尔滥用其芯片市场支配地位，对其罚款3.76亿欧元。这笔罚款涉及英特 尔在2002年11月至2006年12月期间向惠普、宏碁和联想支付费用，以阻止或推迟竞争对手产品的上市。 此前，欧盟普通法院推翻了欧盟委员会2009年针对英特尔排挤AMD作出的10.6亿欧元罚款。 英特尔 凤凰网科技讯北京时间12月10日，据路透社报道，当地时间周三，美国芯片制造商英特尔挑战欧盟反垄 断决定失败，但是罚款金额减少了大约1.4亿欧元(约合11.51亿元人民币)。 法官指出，受英特尔限制措施影响的计算机数量相对有限，且部分反竞争行为之间存在12个月的时间间 隔。 欧盟委员会与英特尔可就法律问题向欧盟最高法院欧洲法院提起上诉。(作者/箫雨) 欧盟普通法院周三支持欧盟委员会对英特尔滥用市场支配地位的认定，同时裁定将罚款金额从3.76亿欧 元进一步调降。 "本院维持欧盟委员会在2023年对英特尔的处罚决定，但将罚款金额削减约1.4亿欧元。"欧盟普通法院 表示。法官指出，2.37亿欧元的罚款更能恰当反映该侵害行为的严重性及其持续时间。 ...

Core Viewpoint - Wall Street analysts predict significant declines in the stock prices of Palantir Technologies and Intel over the next year, citing overvaluation despite recent strong performance [1][9]. Palantir Technologies - Palantir's stock has increased by 140% year-to-date, with a current price of $181.84 and a market cap of $433 billion [1][10]. - The company specializes in data analytics and AI platforms, recognized as a leader in AI/ML by Forrester Research, surpassing major competitors like Google and AWS [5][6]. - Palantir's revenue grew by 63% to $1.1 billion in the third quarter, with non-GAAP earnings more than doubling to $0.21 per diluted share [6]. - Analysts highlight that Palantir's shares are trading at 160 times sales, making it the most expensive stock in the S&P 500, with a potential downside of 72% to a target price of $50 per share [7][9]. - The AI platform market is expected to grow at 38% annually through 2033, but concerns about Palantir's unsustainable valuation persist [8]. Intel - Intel's stock has risen by 101% year-to-date, currently priced at $40.50, with a target price set at $20 per share, indicating a potential downside of 50% [1][9]. - The company remains a leader in CPU sales but has lost market share to competitors like AMD and Arm, with recent sales growth of only 3% compared to AMD's 36% and Arm's 34% [10][13]. - Intel's external chip manufacturing business, Intel Foundry, recently secured its first major customer, Microsoft, but faces challenges in achieving its goal of becoming the second-largest foundry [11]. - The company may need to discontinue its next-generation chip development if it cannot secure significant external customers, raising concerns about its future in chip manufacturing [12].

Core Points - Intel lost its challenge against a €376 million ($438 million) EU antitrust fine but had the penalty reduced by one-third by Europe's second-highest court [1][3] - The fine was originally imposed by the European Commission for payments made by Intel to HP, Acer, and Lenovo to delay rival products between November 2002 and December 2006 [2] - The General Court upheld the Commission's decision but deemed a €237 million fine more appropriate based on the gravity and duration of the infringement [3] Company Impact - The reduced fine reflects the limited number of computers affected by Intel's anti-competitive practices and the time gap between some of these practices [3] - Intel has the option to appeal the decision to the EU Court of Justice, which could further impact the company's financial and operational strategies [5] Industry Context - The case highlights ongoing regulatory scrutiny in the semiconductor industry, particularly regarding anti-competitive practices and market behavior [2][3] - The ruling may influence how companies in the tech sector approach partnerships and competitive strategies to avoid similar penalties in the future [2]

Core Viewpoint - Europe's second-highest court upheld a €376 million ($438 million) EU antitrust fine against Intel for anti-competitive practices, while reducing the fine by 5% [1] Group 1: Legal Outcome - The court rejected Intel's challenge against the antitrust fine imposed two years ago [1] - The fine was originally set at €376 million, which has now been reduced to approximately €357 million [1] Group 2: Implications for Intel - This ruling reinforces the EU's stance on maintaining competitive markets and could impact Intel's future business strategies [1] - The decision may influence other companies in the semiconductor industry regarding compliance with antitrust regulations [1]

▲ SambaNova 的 RDU 可重构数据流单元 AI 芯片 考虑到该意向书"不具约束力"的性质，英特尔与 SambaNova 的交易尚未完全敲定，这笔拟议的交易在 可能的落地之前还需要经历监管审批、责任审查、财务尽职调查等流程。 值得注意的是，英特尔现任 CEO 陈立武同时也是 SambaNova 的董事会主席，英特尔的投资部门 Intel Capital 亦为 SambaNova 的投资者之一。 IT之家 12 月 10 日消息，《Wired》（连线）杂志 9 日报道称，两位直接了解此事的匿名消息人士表 示，英特尔已就收购 AI 芯片企业 SambaNova 的计划与后者签署了一份不具约束力的意向书，具体协议 细节尚不明确。 ...

英伟达H200芯片，终于解禁了！ 这同样也适用于超微半导体（AMD）、英特尔（Intel）等其他AI芯片公司！ 代价是，需要将销售额的 25% 上缴美国政府，这一比例高于此前H20芯片15%的上缴比例。 H200是英伟达 Hopper 系列中最先进的芯片，性能杠杠的，比H20 快 5-7 倍，内存容量增加 50%，平均 售价更是 H20 的两倍以上。 有分析师预测，此番对华销售可能每年为英伟达带来100-150亿美元营收。大A这边，近期，以光模块 为代表的高位板块逆势新高，强者恒强，仍然是核心资产。12月9日，光模块三剑客更是暴力逼空，创 业板人工智能ETF（159363）日线四连阳，续创新高。 创业板人工智能ETF华宝（159363）基金经理曹旭辰认为，H200是美国前一代际的主流训练芯片，是 目前海外主流模型的基石，其算力性能弱于B30，但存储带宽强于B30。 | | | | 26E | 26E | 26E | 26E | 26E 申万二级行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 名称 | 权重 | 营收 | 营收增速 | ...

公众号记得加星标⭐️，第一时间看推送不会错过。 据《连线》杂志报道，两位直接了解该协议的消息人士透露，英特尔已签署一份收购人工智能芯片初 创公司SambaNova Systems的意向书。 意向书的具体内容尚不清楚。该协议不具约束力，这意味着交易尚未最终敲定，可以无条件解除。从 获得监管部门批准、完成责任审查到完成财务尽职调查，可能需要数周甚至数月的时间。 英特尔有意收购这家初创公司的消息最早由彭博社于10月下旬报道。当时，双方的谈判尚处于早期阶 段。报道指出，SambaNova的售价可能低于该公司在2021年4月公布的50亿美元估值。 89 亿美元的注资，计划用于扩大国内半导体制造规模。 参考链接 https://www.wired.com/story/intel-signs-term-sheet-sambanova-ai/ （来 源 ：编译自wired ） 值得注意的是，英特尔首席执行官陈立武目前担任SambaNova Systems的执行董事长。英特尔正在 分拆成立独立基金的英特尔资本也投资了SambaNova Systems。SambaNova的另一位投资者——日 本软银集团——今年早些时候对英特尔进 ...

| | | 全球主要股票指数 | | | | --- | --- | --- | --- | --- | | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 欧美 | 道琼斯工业平均 | 47560.29 | -179.03 | -0.38% | | | 纳斯达克 | 23576.49 | 30.59 | 0.13% | | | 标普500 | 6840.51 | -6 | -0.09% | | | 欧洲斯托克50 | 5718.32 | -7.27 | -0.13% | | | 英国富时100 | 9642.01 | -3.08 | -0.03% | | | 法国CAC40 - | 8052 511 | 3-55.92 | -0.69% | | | THE PERFERENCE 德国DAX | 24162.65 | www.gogudata.com 116.64 | 0.49% | | | 俄罗斯RTS 上证指数 | 1108.49 3909.52 | 5.67 -14.56 | 0.51% -0.37% | | | 深证成指 | 13277.36 | -52.63 | -0.39% | | | 创 ...

Wall Street is closely monitoring the semiconductor sector today, after U.S. President Donald Trump announced Nvidia (NVDA) can ship its H200 AI chips to China, as long as the U.S. government receives 25% of sales. Trump said the same approach would apply to peers Intel Corp (NASDAQ:INTC) and Advanced Micro Devices Inc (NASDAQ:AMD), but China could reportedly limit access to the technology.INTC was last seen trading near breakeven at $40.33, pulling back to a site of previous October resistance after surgin ...

Group 1: Microsoft Investment - Microsoft announced its largest-ever investment in Asia, committing $17.5 billion to develop AI infrastructure, skills, and capabilities in India [2][3] - The investment aims to support India's future AI ambitions and enhance the country's technological landscape [2][3] Group 2: Cognizant's Commitment - Cognizant's CEO and Chairman met with PM Modi to discuss the company's ongoing partnership with India in futuristic sectors, emphasizing AI and skill development [4][5] - Cognizant reaffirmed its commitment to India and plans to expand into emerging cities to promote equitable growth and talent development [5] Group 3: Intel's Semiconductor Vision - Intel's CEO met with PM Modi to discuss the company's commitment to India's semiconductor journey, highlighting the potential for collaboration in technology and innovation [6][7] - Intel expressed support for India's Semiconductor Mission and acknowledged the government's comprehensive policy in this sector [8] Group 4: Overall Investment Landscape - The total investment commitments from major US tech companies in AI-centric data centers in India for 2025 have reached $42.5 billion, including Microsoft's and Google's investments [8][9] - Google announced a $15 billion investment for a 1 gigawatt AI data center in Visakhapatnam, while Amazon Web Services plans to invest $7 billion in Telangana [9]