（原标题：民德电子(300656.SZ)：暂无生产存储或者ai芯片相关的产品） 格隆汇2月24日丨民德电子(300656.SZ)在投资者关系中表示，公司暂无生产存储或者ai芯片相关的产 品。 ...

据市场消息，Meta与AMD达成AI设备采购协议，将部署6吉瓦AMD GPU。AMD同意向Meta公司出售价 值高达600亿美元的 AI芯片。（格隆汇） ...

Group 1 - The local community group, Neighbors for a Better Micron, expresses concerns about the environmental impact of the project, particularly regarding potential pollution and the destruction of wetlands that are home to endangered species [1] - Micron promotes the project as beneficial for the region, committing to invest hundreds of millions of dollars in education, worker training, and affordable housing over the next two decades [2] - Micron claims to have conducted a thorough environmental review and plans to develop new wetlands to offset those that will be destroyed [2] Group 2 - A lawsuit has been filed by Neighbors for a Better Micron and Jobs to Move America against the project, arguing that the state permitting process was rushed and did not adequately consider public input [2]

IRVINE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco at 8:30 a.m. PST on March 2, 2026. The event will be webcast live and archived for replay for one week following the conference in the “Investors” section of Skywork ...

In this articleNVDAJensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026.Denis Balibouse | ReutersIt's been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far.The lone exception is Nvidia. The chipmaker's stock is up 2.7% in 2026 as of Monday's close, while the Nasdaq has dropped more than 2.5%. Microsoft, Amazon and Tesla have all seen double ...

Core Insights - Meta is diversifying its chip supply by making significant investments in AMD chips, moving away from its reliance on Nvidia [1] - This strategic shift not only involves purchasing AMD chips but also includes an opportunity for Meta to invest in AMD as a company [1] Company Strategy - The decision to invest in AMD reflects Meta's broader strategy to reduce dependency on a single supplier, which in this case has been Nvidia [1] - By diversifying its chip sources, Meta aims to enhance its technological capabilities and potentially lower costs associated with chip procurement [1] Industry Implications - The move could signal a shift in the competitive landscape of the semiconductor industry, as major tech companies like Meta seek alternative suppliers to mitigate risks [1] - AMD may benefit from increased demand for its chips as more companies look to diversify their supply chains away from Nvidia [1]

高检网消息，2月24日，最高人民检察院知识产权检察厅副厅长刘太宗做客"学思践悟党的二十届四中全会精神 持续推进习近平法治思想的检察实践"最高 检厅长访谈，在谈及最高检指导上海办理的尊湃侵犯华为海思芯片技术商业秘密案时表示，检察机关聚焦新一代信息技术、人工智能、高端装备、生物制 造、新能源、新材料等新兴产业、未来产业，持续加强原始创新、关键核心技术司法保护，服务新质生产力发展。 刘太宗表示，依法惩治侵犯核心技术犯罪是知识产权检察服务新质生产力发展的重要途径。2021至2024年，全国检察机关受理审查起诉侵犯商业秘密犯罪 1262人，2025年前11个月受理232人，数量呈上升趋势。例如，尊湃侵犯华为海思芯片技术商业秘密案涉及国产芯片技术，涉案金额3.17亿，社会各界高度 关注。上海检察机关以侵犯商业秘密罪提起公诉，14名被告人均被判处刑罚。 本文系观察者网独家稿件，未经授权，不得转载。 据了解，海思公司系华为公司的全资子公司。华为公司于2011年启动Wi-Fi芯片研发项目，后由海思公司负责该项目，投入了大量人力物力进行长期自主研 发，取得Wi-Fi芯片相应技术信息，并采取了合理的保密措施。 本案中，被告人张某原 ...

AMD CEO苏姿丰 凤凰网科技讯北京时间2月24日，据CNBC报道，在承诺采用数百万颗英伟达处理器来推动其AI扩张一 周后，Meta又签署了另外一项规模庞大的芯片协议，这一次是与AMD合作。 截至发稿，AMD股价在周二盘前交易中大涨12%。Meta股价下跌不到1%。(作者/箫雨) AMD CEO苏姿丰(Lisa Su)在一份声明中表示，公司正在提供"为Meta工作负载优化的高性能、高能效基 础设施，加速了业界最大规模的AI部署之一，并使AMD处于全球AI发展的中心位置"。 协议的具体条款尚未披露，但了解该交易的Creative Strategies芯片分析师本.巴亚林(Ben Bajarin)估计， 这项协议在至少四年内的价值将达到数百亿美元，因为"6吉瓦的部署将需要相当长的时间"。 在上个月发布的财报中，Meta承诺今年将投入高达1350亿美元的资本支出，力求在全球AI竞赛中跟上 大型科技同行以及创业公司OpenAI和Anthropic的步伐。总体而言，Meta计划建设30个数据中心，其中 26个位于美国。 周二宣布的芯片协议对AMD来说是一个关键进展，该公司在AI芯片市场上远远落后于英伟达。英伟达 现在 ...

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”.  A copy of the letter can be downloaded here. The Fund seeks to invest in companies that possess franchise characteristics, with strong earnings trajectories, and are trading at a discount to the estimated private market value. US equities ended a record year with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered - ...

All eyes will be on Nvidia (NASDAQ: NVDA) this week. The world's leading artificial intelligence (AI) chip designer is set to announce quarterly and fiscal 2026 earnings on Wednesday after the bell. It's among one of the final tech giants to report in this earnings season, one that has included many positive messages. AI powerhouses from Microsoft to Amazon have spoken of soaring demand from customers and delivered solid growth. This is as AI customers rush to get in on AI chips and other products and se ...