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Nvidia and AMD to Pay the U.S. 15% of AI Chip Sales to China to Secure Export Licenses
CNBC Television· 2025-08-11 17:43
it doesn't mean that it can't happen. And when it does, people will feel a little nervous. >> I want to move and talk about since we since you mentioned sort of mega-cap tech, why the money continues to go there.Nvidia did get its target raise today. The stock's been trading around a new high. But the news today of what the president just referred to in his news conference called a restrictive covenant regarding Nvidia and AMD.And these 15% the pay of China chip sales, the revenue to the US government is re ...
X @Bloomberg
Bloomberg· 2025-08-11 10:52
European Leaders Want to Speak to Trump Before He Meets Putin, Nvidia and AMD to Pay 15% on China AI Chip Sales, and President Trump to Address Crime in DC. Get all the news you need to start your day on the Bloomberg Daybreak podcast. https://t.co/54YxuQALfI ...
Nvidia, AMD Set to Resume Some AI Chip Sales to China | Bloomberg Tech 7/15/2025
Bloomberg Technology· 2025-07-15 21:17
AI Chip Sales & Geopolitics - Nvidia and AMD are resuming some AI chip sales to China after securing licenses and approvals from the US government [1][5] - Jensen Huang believes US export controls on AI chips have been a failure and put US competitiveness at risk [1] - If Nvidia can't sell modified AI chips to China, the US risks ceding the market to Huawei, potentially allowing Huawei to export AI technology [1][6] - The US government views AI chip export curbs as a negotiating chip in trade talks with China, potentially linked to rare earth exports [1][5] - The Biden administration's policy is to not sell state-of-the-art semiconductors to China, with H20 chips being a heavily depreciated exception within trade negotiations [6] - The US aims to encourage business relationships with Gulf States, creating a pathway for them to purchase American technology and chips for data centers [6] Crypto & Regulation - Two investigations into Poly Market by the DOJ and CFTC have been dismissed [1] - There's a "tectonic shift" towards getting back to fundamentals and clarity in crypto regulation, with bipartisan support in Congress [2] - Stablecoin regulation is expected to move forward, with potential for House and Senate versions to be reconciled [2] Energy & AI - Surging demand for energy to power AI is a key focus, particularly in Pennsylvania [2][5] - The US Energy Secretary emphasizes enabling private businesses to build and invest in energy infrastructure to meet rising demand [2] - Mark Zuckerberg is pledging billions in energy centers, raising concerns about energy sources [2] - Pennsylvania is a massive energy producer and could grow production further to power AI, potentially keeping the US ahead of China in the AI race [3] - A 50% tariff on copper could speed up copper mining in the US, as copper is essential for data centers [3] Mergers & Acquisitions - Cognition is acquiring the remainder of Windsurf, citing a clean fit in products, enterprise focus, and customers [1][8][9] - The Windsurf acquisition aims to combine Windsurf's IDE with Cognition's software agent, Devon, to accelerate code production [9][19][20] - The acquisition terms include immediate consideration for all Windsurf employees, integrating them into Cognition [15] Next Door App Redesign - Next Door has launched a redesigned app focused on safety alerts, local news, and recommendations [4] - Next Door aims to become a daily habit for users, with the ambition of reaching over 1 billion users [4] - Next Door is inviting local publishers to use the platform as a distribution mechanism for local news [4]
一篇价值2W刀的报告--HBM产业分析总结版
是说芯语· 2025-05-07 03:12
Market Overview and Demand Drivers - The global HBM (High Bandwidth Memory) consumption is expected to reach 16.97 billion Gb by 2025, with an annual growth rate of 162.2%, driven by unexpected demand from NVIDIA and AWS for AI chips [3] - NVIDIA holds a 70% market share, with its HBM3e 12hi products being the main demand driver, while AWS's share increases to 8% due to geopolitical risks [3] - HBM3e series dominates the market with over 95% share, while HBM3 and HBM2e are gradually exiting the market [3] Supplier Competitive Landscape - SK Hynix is projected to ship 12.4 billion Gb in 2025, capturing 52% market share, benefiting from exclusive supply to NVIDIA [4] - Samsung Electronics faces short-term challenges due to certification delays, with a revised shipment forecast of 6.8 billion Gb and a market share drop to 29% [4] - Micron Technology is expected to achieve a shipment of 4.5 billion Gb in 2025, increasing its market share from 4% to 19% due to aggressive capacity expansion [5] Customer Demand Dynamics - NVIDIA's demand is driven by upgrades in the Blackwell platform, with a 36% quarter-on-quarter increase in HBM consumption in Q1 2025 [6] - AMD's MI350 series faces stagnation in market share at 7%, with reliance on Samsung for HBM3e 12hi limiting its bargaining power [6] - Google and AWS show diverging ASIC demand trends, with AWS increasing its share to 8% through a multi-supplier strategy [7] Technological Evolution and Cost Challenges - The mass production of HBM3e 12hi is a key technological breakthrough for 2025, increasing single-chip capacity from 24GB to 36GB [8] - Production challenges arise from increased TSV perforation numbers, with initial yields at 65% for SK Hynix and 75% for Micron [8] - Innovations in packaging technology, such as NVIDIA's CoWoS-L, increase complexity and costs, while HBM4's larger die size raises unit costs [8] Supply-Demand Balance and Long-term Risks - The HBM supply-demand ratio is expected to narrow to 39.7% in 2025 from 88.6% in 2024, indicating a trend towards balance [9] - Hidden risks include long CoWoS packaging cycles leading to stockpiling, and potential demand slowdown due to algorithm optimizations [9] - Long-term growth in the HBM market will depend on technological iterations rather than mere capacity expansion, with NVIDIA planning to launch a next-generation platform with 512GB capacity by 2028 [10]
