寒武纪发布半年报，上半年营业收入28.81亿元，同比增长4347.82%；归属于母公司所有者的净利 润10.38亿元，上年同期净亏损5.3亿元，同比扭亏为盈。 ...

美国再次对我们的芯片开始了围剿，但对方英雄不是只有英伟达，我们要小心身后被偷塔。前有英特尔 芯片被爆藏后门，英伟达H20因漏洞风险被约谈，后有特朗普要直接抽走英伟达、AMD在华销售额的 15%，注意是销售额，不是利润。现在，特朗普又放话要对芯片和半导体征收100%关税逼那些公司到 美国建厂。不去建厂的，未来可能要提高到300%。 ...

Group 1 - The recent negotiations between China and the US in London resulted in a framework agreement, with both sides making minor concessions on urgent issues [1] - The rare earth issue emerged as a focal point, with many US private enterprises halting production due to a lack of rare earth materials, which cannot be stored long-term [3][5] - China has begun to gradually ease restrictions on rare earth exports, prioritizing domestic enterprises while still maintaining a rigorous review process [5][11] Group 2 - The US has agreed to lift restrictions on EDA software, semiconductor equipment, and aircraft engine components for Chinese companies, excluding AI chips [5][9] - The availability of EDA software is crucial for domestic chip manufacturers, enabling them to collaborate with TSMC for chip production [5][9] - The lifting of restrictions on lithography machines is significant for the domestic chip industry, enhancing production capacity and supporting advancements in manufacturing techniques [7][9] Group 3 - The provision of aircraft engine components is vital for the domestic C919 aircraft, allowing for quicker integration and deployment of the aircraft [9] - The negotiation outcomes are seen as beneficial for the US, as they exchanged critical technology for urgently needed rare earth materials [9][11] - The results of the negotiations signal a positive development for global industry, potentially alleviating tensions in the supply chain and promoting economic stability [13]