Core Viewpoint - Trade tensions between China and the U.S. regarding semiconductors have intensified, particularly following China's antitrust ruling against Nvidia related to its acquisition of Mellanox Technologies for $7 billion [1][2]. Group 1: Regulatory Actions - China's State Administration for Market Regulation found Nvidia in violation of antitrust regulations concerning its 2020 acquisition of Mellanox Technologies [1]. - Nvidia stated its commitment to comply with laws and cooperate with government agencies regarding the impact of export controls on competition [2]. Group 2: Trade Negotiations - The ruling against Nvidia is expected to negatively impact ongoing tariff negotiations between the U.S. and China, which are currently taking place in Madrid [2]. - Access to Nvidia chips remains a significant point of contention in U.S.-China relations, despite the trade discussions not being specifically focused on semiconductors [2]. Group 3: Export Controls and Licensing - The Biden administration's AI Diffusion Rule aimed to restrict U.S.-made AI chips to various countries, with specific limitations for China and other adversaries [3]. - Although the U.S. Department of Commerce repealed the AI rule in May, the future of AI chip exports to China remains uncertain due to previous licensing agreements imposed by the Trump administration [4]. - A recent deal requires companies selling chips to China to remit 15% of their revenue to the U.S., while China has discouraged purchases of Nvidia chips, resulting in none of Nvidia's chips passing through the new export process [5].

Nvidia (NASDAQ:NVDA) responded to China's antitrust concerns on Monday, and said it will cooperate with all relevant agencies. “We comply with the law in all respects,” an Nvidia spokesperson told Seeking Alpha. “We will continue to cooperate with all relevant government agencies ...

US China trade talks now facing even higher stakes after Chinese regulators announced today that Nvidia violated one of its antitrust laws with its 2020 acquisition of Melanox. Our Christina parts Nevos has more on that in today's tech check. They're going back a ways on this one.KP. Yeah, they are. So, five years.Well, China's market regulator, like you said, announced this morning that Nvidia violated anti- monopoly law. But this isn't really about antitrust. It's about leverage.Beijing launched this prob ...

出品 | 搜狐科技 作者 | 梁昌均 9月15日，国家市场监管总局发文称，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达 公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 值得注意的是，两次调查公告措辞发生了变化——从涉嫌违反反垄断法到违反反垄断法。有律师对搜狐科技表示，这意味着该公司基本被认定违反了经营者 集中审查时批准收购的条件。 截止发稿，英伟达方面未对搜狐科技问询作出回应。美股开盘前，英伟达一度跌近3%。 调查涉及六年前69亿美元收购案 监管机构的这次反垄断调查指向英伟达六年前一桩收购案——斥资69亿美元收购以色列公司Mellanox，即迈络思科技有限公司（下称迈络思）。 2019年3月，英伟达和迈络思就收购事宜达成最终协议，英伟达以每股125美元的现金价格收购迈络思股份，收购总价达69亿美元。收购完成后，迈络思成为 英伟达的全资子公司。 搜狐科技注意到，英伟达早前就因此被立案调查。去年12月，市场监管总局发文称，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局 关于附加限制性条件批准 ...

Of course, this morning, as the president says, ongoing negotiations between the US and China in Europe have quote gone very well and the Treasury Secretary saying that a framework has been reached for TikTok. Still waiting for some readouts, though. Let's get Megan Castell on this story.Hey, Megan. >> Hey guys, good morning. So, that's exactly right.The president making those comments earlier this morning on Truth Social where he also mentioned he'll be speaking with President Xi on Friday of this week. He ...

中证报指出，算力与芯片散热产业链正从"技术突破"转向"规模化应用"。随着AI芯片算力提升，其功耗 呈指数级增长，散热技术从可选项变为必选项。AI大模型训练算力需求3-4个月翻一番；中国东数西算 工程深化，要求新建数据中心PUE≤1.25，推动散热组件需求；制冷系统在数据中心总能耗中占比超 20%，是除IT设备本身外最大的能耗来源。 微米级水冷组件技术是一种先进的高效散热解决方案，相较于传统风冷和常规液冷，具有革命性的优 势，尤其在处理高功率、小尺寸的热源时。 据中证报报道，英伟达正推动上游供应商开发一类名为 MLCP（微通道水冷板）的水冷散热组件，以应 对AI GPU 芯片随代际更替不断上升的发热。MLCP通过在芯片或封装上的蚀刻水道尺寸可降低至微米 级别，同时均热板、水冷板、IHS封装顶盖、芯片裸晶也将高度整合，进一步提升散热效率。 公司方面，据中证报表示，A股相关概念股有阿莱德 、铂力特等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 ...

And now finance executive editor Brian Sazi. You're taking a look at a live shot of the opening bells on Wall Street on this Monday morning. Deutsche Bank ringing the bell.The New York Stock Exchange to celebrate Hispanic Heritage Month. Fulton Bank getting things popping over at the NASDAQ. It's Fed week, of course, friends.The consensus view is that the Federal Reserve will cut interest rates the first time in 9 months. Consensus view also holds that stocks will continue to rise because historically speak ...

It's time now for the big picture and I'm very pleased to say we welcome in the team from Charles Schwab now. Michelle Gibli who is the director of international research Charles Schwab and Cooper Harleed director and fixed income strategist Schwab Center for Financial Research. Very good morning to you both.Thanks so much for joining us on this fresh trading week. Michelle, let's start with you because China very much in focus given the flurry of headlines we've seen very much out over the last 24 hours. W ...

Shares of Broadcom Inc (NASDAQ:AVGO) were last seen up 0.4% at 361.20, after Macquarie Securities initiated coverage on the chipmaker with an "outperform" rating and $420 price target. The firm cited Broadcom's strength in the specialized chip market. Macquarie isn't the only firm bullish on Broadcom -- heading into today, 34 of the 39 analysts covering the stock recommend a "strong buy."The stock is not far removed from a 9.4% post-earnings pop  on Sept. 5, fueled by renewed interest in its AI capabilities ...

1、习近平：纵深推进全国统一大市场建设 重要程度：★★★★★ 9月16日出版的第18期《求是》杂志将发表中共中央总书记、国家主席、中央军委主席习近平的重要文章 《纵深推进全国统一大市场建设》。 文章强调，建设全国统一大市场，是党中央作出的重大决策，不仅是构建新发展格局、推动高质量发展的 需要，而且是赢得国际竞争主动权的需要。我国作为全球第二大消费市场，必须把全国统一大市场建设 好，增强我们从容应对风险挑战的底气。 2、国家外汇局：允许外商直接投资项下外汇利润境内再投资 9月15日，商务部新闻发言人就美方要求相关方面以进口俄罗斯石油为由对华加征关税情况答记者问。对 此，商务部发言人说，中方一贯反对以所谓"涉俄"为由，对中国采取经贸限制措施。美方此次意图胁迫相 关方面，以购买俄罗斯石油为由，对中国加征"次级关税"，是典型的单边霸凌和经济胁迫行径。如果任何 方面损害中方利益，中方将采取一切必要措施维护自身合法权益。 同日，外交部发言人林剑主持例行记者会。有记者提出类似提问，林剑表示，中国同包括俄罗斯在内的世 界各国开展正常的经贸、能源合作正当合法，无可厚非。美方的做法是典型的单边霸凌和经济胁迫，严重 破坏国际经贸规 ...