Nvidia (NVDA) Earnings: Live Q2 2025 Results From AI Chipmaker https://t.co/IV554pz53A ...

Yeah, good morning to you, Carl. The United States and the European Union are releasing a joint statement this morning laying out more specifics around their trade agreement that was announced earlier this summer. A senior administration official briefing reporters last night called this a positive step forward.And he said the administration's goal here is to use trade agreements like this one to layer the World Trade Organization and make that international body and some others less relevant. Now, the stat ...

How good are China's own AI chips. And will their guidance against Nvidia's H20 actually stick. Washington just cleared Nvidia and AMD to sell downgraded AI chips to China, but only if they hand over 15% of those sales back to the US.Trump calls the H20 obsolete, yet still insists there's a market for it in China. The chip that we're talking about, the H20, it's uh it's an old chip, but the H20 is obsolete. You know, it's one of those things, but it still has a market.Beijing's response, security warnings, ...

路透：两名知情人士透露，美国当局已秘密在他们认为极有可能转移到中国的先进芯片的目标货物中放置位置跟踪装置，以对违反美国出口管制而获利的个人和公司提起诉讼。5位AI服务器供应链的人士表示，他们了解到戴尔和超微电脑等制造商的服务器发货中使用了追踪器，其中涉及英伟达和AMD的芯片。 https://t.co/6N4vc5w3Sl外汇交易员 (@myfxtrader):美国司法部表示，两名中国公民在加利福尼亚州被捕并被指控在2022年10月至2025年7月期间向中国运送价值数千万美元的AI芯片，其中包括英伟达H100。为美国商务部工作的美国特工称，两人成立的公司ALX Solutions向新加坡和马来西亚的货运代理公司发送了20多批货物，而这些公司被用作转运至中国的中转站。 ...

Samsung Foundry Signs $16.5 Billion Deal With Tesla To Make AI Chips https://t.co/Ixjdu7u8pH https://t.co/4Jqsa3PqKj ...

Musk Announces Deal With Samsung For Tesla AI Chips Made In Texas—Touts ‘Strategic Importance’ https://t.co/m2qQyaa0uG ...

Market Trends & Industry Dynamics - Samsung's chip manufacturing gains confidence despite losing market share [1] - Samsung aims to compete with TSMC in the high-margin foundry business [2] - The US government is trying to rebuild the semiconductor industry with the CHIPS Act, offering $39 billion in incentives [8] - The industry desires competition in advanced chip manufacturing to avoid reliance on TSMC [14] Investment Opportunities & Strategic Partnerships - Tesla is a marquee customer for Samsung's foundry business, trusting them with high-end chips for self-driving technology [3] - The deal with Tesla could increase Samsung's foundry business growth by approximately 10% [4] - Elon Musk indicates the deal with Samsung is bigger than $16.5 billion over multiple years [5] - Samsung is expanding capacity in Texas to supply US customers and circumvent Trump tariffs [8][9] Company Performance & Competitive Landscape - Samsung's semiconductor business has been a primary profit driver recently [2] - SK Hynix has surpassed Samsung in HBM (High Bandwidth Memory) chip technology [11] - Samsung is striving to regain ground and secure authorization to sell HBM chips to Nvidia [11] - Intel has not made significant progress in the foundry business, positioning Samsung as a strong alternative to TSMC [13]

Samsung to Make Tesla AI Chips in Multiyear Texas Deal. Listen for more on Bloomberg Intelligence. https://t.co/guEtIlnyx4 ...

Musk also wrote on ABC's that the strategic importance of this is hard to overstate. We won't try to overstate it, but just give us the context here of what this means for Tesla at this moment. While on shores and diversifies the supply of the chips that make up and power the full self-driving computer in each car.The specifics are really important because the deal with Samsung is for I6, which is two generations of chip into the future. Essentially, Samsung already manufactures for Tesla, the A4 CHIP, whic ...

Samsung Foundry Signs $16.5 Billion Deal With Tesla To Make AI Chips https://t.co/jzJ4BgbLMp https://t.co/S8bgKaUXb6 ...