创业邦·2025-07-16 03:44Group 1 - Nvidia's CEO Jensen Huang announced that the U.S. government has approved the export license for the H20 chip to China, and the company will begin shipping it soon. Additionally, Nvidia will launch a new GPU called RTX Pro, designed for computer graphics, digital twins, and artificial intelligence [1] - Canalys reported a 1% year-on-year decline in global smartphone shipments for Q2 2025, marking the first drop in six consecutive quarters for the industry [2] - KeyBanc Capital Markets analyst John Vinh stated that the yield rates for TSMC, Intel, and Samsung's 2nm foundry nodes are approximately 65%, 55%, and 40% respectively. Intel's yield has improved by 5% from the previous quarter, aiding its goal to launch the Panther Lake processor this year [3] - Analyst Ming-Chi Kuo indicated that Apple plans to mass-produce its first foldable iPhone in the second half of 2026, opting for Samsung Display's no-fold solution, which will strengthen the supply chain collaboration between Apple and Samsung [4]