半导体 - 英特尔与政府每周动态；英伟达预览反馈；MRVL与AMBA预览-Semiconductors-Weekly Intel and the Government; Feedback Around NVIDIA Preview; MRVL and AMBA Preview

Semiconductors August 25, 2025 12:56 AM GMT Semiconductors | North America Weekly: Intel and the Government; Feedback Around NVIDIA Preview; MRVL and AMBA Preview We see Intel's government investment as a pullback from foundry commitments. Meanwhile, China uncertainty actually clarifies and helps the NVDA setup. We also touch on other upcoming prints, and make the case for optimism on MRVL and MU. INTC issuing equity to the government for cash that they already were expected to receive. Intel and the govern ...