Core Insights - Nvidia plans to resume deliveries of its H20 AI chips to China due to assurances from the US government regarding shipment approvals [1] - The announcement follows a meeting between Nvidia CEO Jensen Huang and President Donald Trump, focusing on US domestic AI infrastructure [1] - This marks a significant shift from the previous hard stance of the Trump administration on chip exports to China, which had required special licenses for Nvidia to sell to Chinese customers [2] Group 1 - Nvidia hopes to start deliveries to China soon based on US government assurances [1] - The company had previously warned of a potential multibillion-dollar impact on earnings due to restrictions on H20 chips [2] - Huang is currently in China meeting with government officials and industry leaders [2]

July 13, 2025 09:00 PM GMT TSMC | Asia Pacific Buy into the 2Q25 print; OW 2Q25 preliminary revenue beat in USD: TSMC just reported June sales and its 2Q25 preliminary revenue of NT$933bn was up 11% Q/Q in TWD. Using NT$31.5 as an average FX rate, 2Q USD revenue of US$29.6bn is up 16% Q/Q, which is above 2Q guidance of US$28.4-29.2bn and our +15% Q/Q estimate. From our recent semi field trip, we learned that 3-4% of revenue growth in 2Q25 could be from order pull- in ahead of tariffs. See Exhibit 1 for our ...

13 July 2025 | 10:32PM HKT Montage (688008.SS): 2Q25 NI guidance beat; Rev +52% YoY on rising DDR5 and Gen-3 interface IC ramp up; Buy 2Q25 NI guidance beat: Montage announced 2Q25 revenues growth at 52% YoY (or 15% QoQ) to Rmb1.4bn, supported by growing interface IC business and higher contribution from new products (PCIe re-timer, MRCD/ MDB, and CKD chipset, glossary in exhibit 6). 2Q25 NI was guided to grow at 62%~90% YoY to Rmb575m~Rmb675m, or midpoint NI guidance 18% higher than our estimates. We attri ...

Increasing investments in the AI and Tech market were a dominant theme on Wall Street last year, and the momentum shows no signs of slowing in 2025. This sustained momentum presents a compelling opportunity for investors, as ongoing initiatives and innovation continue to drive growth in the U.S. AI and technology market.Nvidia (NVDA) shares surged on Wednesday, briefly pushing its market cap above $4 trillion for the first time. This underscored growing investor and market enthusiasm surrounding the AI sect ...

Nvidia (NVDA -0.46%) has made headlines over the past few years as it's reinforced its position as an artificial intelligence (AI) chip leader. The company has spoken of "insane" demand for its latest architecture and chip, has delivered record levels of revenue and high profitability, and has shown that it can be part of every stage of AI growth. All of this has helped the shares to skyrocket, advancing more than 980% over the past three years.But Nvidia has encountered one major hurdle along this path, an ...

Key Takeaways CRWV revenues jumped 400% in Q1 and are forecast to grow from $1.9B in 2024 to $16.6B by 2027. SOUN landed clients like Chipotle and posted a $1.2B booking backlog for 2024. CRWV holds $8.7B in debt, while SOUN lost $188M last year despite strong revenue potential.An artificial intelligence (AI) revolution is underway, with two companies, CoreWeave, Inc. (CRWV) and SoundHound AI, Inc. (SOUN) , well-positioned to ride this technological wave. While CoreWeave’s shares have soared more than 220 ...

On July 10, 2025, NorthCrest Asset Management, LLC disclosed the sale of Broadcom(AVGO 0.55%) shares worth approximately $6.50 million, according to its latest SEC filing.What happenedNorthCrest Asset Management, LLC filed its quarterly Form 13-F with the U.S. Securities and Exchange Commission on July 10, 2025, reporting the sale of 30,024 Broadcom shares during Q2 2025. The transaction had a reported value of $6.50 million for the period ended June 30, 2025. As of June 30, 2025, NorthCrest’s total positio ...

Malaysia will require trade permits for U.S. AI chips | TechCrunch https://t.co/fU7xKL8iGK ...

What happenedAccording to a July 9, 2025, SEC filing, Signal Advisors Wealth, LLC increased its stake in Nvidia(NVDA 0.14%) by acquiring 45,898 shares during Q2 2025. The transaction, valued at $5.76 million, brought the fund’s total Nvidia holdings to 124,100 shares, worth $20.36 million at the July 10, 2025, closing price. The fund reported 523 total U.S. equity positions as of June 30.What else to knowSignal Advisors Wealth increased its Nvidia position to 1.56% of reported AUM as of Q2 2025.The top five ...

国泰海通证券股份有限公司 关于芯原微电子（上海）股份有限公司 使用募集资金置换预先投入募投项目及已支付发行费用的 自筹资金的核查意见 上述募集资金已全部存放于募集资金专户管理，公司及相关子公司与存放募 集资金的商业银行、保荐人签订了募集资金监管协议。 二、募集资金投资项目的基本情况 根据《芯原微电子（上海）股份有限公司向特定对象发行股票证券募集说明 书》（以下简称《募集说明书》），公司募集资金投资项目基本情况如下： 单位：万元 序号 项目名称 总投资 拟投入募集资金 AIGC 及智慧出行领域 Chiplet 解决方案平台研 发项目 面向 AIGC、图形处理等场景的新一代 IP 研发及 产业化项目 合计 180,815.69 180,685.69 三、自筹资金预先投入募投项目及已支付发行费用的情况及置换安排 （一）自筹资金预先投入募投项目情况 为保障募投项目实施进度，募集资金投资项目在募集资金到位之前已由公司 以自筹部分资金先行投入，自 2023 年 12 月 22 日起至 2025 年 5 月 31 日止，以 自筹资金预先投入募集资金投资项目金额为 38,453.54 万元。公司拟使用募集资 金置换预先投入该 ...