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中美芯片技术紧张局势升级

成熟的叙事，报道稳定。

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事件时间线

七月 27, 2026
China's Two-Front Squeeze On America's AI Build-Out Neutral
七月 22, 2026
Trump's push for American-made AI chips hits TSMC's margins Bearish
七月 21, 2026
Is China Sabotaging America's Data Centers? Neutral
七月 15, 2026
China's Helium Ban Could Reshape the AI Supply Chain Bearish
七月 08, 2026
Apple begins testing CXMT chips for devices sold in China, FT says Neutral
六月 24, 2026
Chinese supercomputer leapfrogs best US machines to be ranked world’s fastest Neutral
六月 20, 2026
Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs … Neutral
六月 19, 2026
US Probes Whether ASML's Advanced Chip Machine Ended Up In China Neutral
六月 18, 2026
US tech billionaire issues stark China warning: American companies have been ‘hollowed … Bearish
六月 10, 2026
Beijing escalating AI espionage to catch up with the U.S. on tech, … Neutral
六月 08, 2026
Elizabeth Warren Lays a Trap for Jensen Huang. He May Have No … Bearish
六月 04, 2026
Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in … Neutral
六月 02, 2026
Arm Holdings CEO says US would have difficulty banning AI CPU chip … Neutral
六月 01, 2026
US Moves To Further Restrict China's Access To Advanced AI Chips Neutral
五月 19, 2026
Did the US-China Summit Make TSMC More Vulnerable? Neutral
五月 09, 2026
ASML CEO Says Jensen Huang 'Totally Right' On Exporting Products With An … Neutral
五月 04, 2026
In "Watershed Moment" China Orders Companies To Defy US Sanctions Neutral
四月 26, 2026
Beijing Bans Its Tech Companies From Accepting American Investment Neutral
四月 25, 2026
China to curb US investment in tech companies, Bloomberg News reports Neutral
四月 23, 2026
White House warns of 'industrial-scale' efforts in China to rip off U.S. … Neutral
四月 22, 2026
Micron pushes US Congress to crack down on chip tool sales to … Neutral
三月 28, 2026
Nvidia May be Back in Business in China. Here's What That Means … Neutral
三月 27, 2026
China Dismisses Report Of Top Chipmaker Aiding Iranian Forces As "Fake News" Neutral

相关文章

China's Two-Front Squeeze On America's AI Build-Out

ZeroHedge · 七月 27, 2026
Mixed

Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in U.S.

CNBC · 六月 04, 2026
Mixed

Nvidia May be Back in Business in China. Here's What That Means for Revenue.

Nasdaq · 三月 28, 2026
Mixed

China Dismisses Report Of Top Chipmaker Aiding Iranian Forces As "Fake News"

ZeroHedge · 三月 27, 2026
Mixed
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AI概览

发生了什么：美国半导体巨头 Nvidia 获得了恢复向中国销售的许可，此前因美国的出口管制而暂停了一年的销售。与此同时，中国驳斥了有关其顶级芯片制造商 SMIC 协助伊朗部队的报告，而美国的存储芯片制造商 Micron 正积极游说美国国会，以限制其芯片工具的销售给中国竞争对手。

市场影响：美国对 Nvidia 的批准可能会提高其收入，从而使投资者受益。然而，Micron 的游说工作可能会加强美国的出口管制，从而可能减缓中国芯片制造商的进展并影响全球半导体供应链。中国政府的否认可能会缓和地缘政治紧张局势，从而使 SMIC 等公司受益。

接下来关注什么：Nvidia 将于 8 月 24 日发布第二季度财报，将提供有关恢复中国销售影响的见解。预计将在今年晚些时候做出的美国国会就 Micron 提议的出口限制的决定将决定美中芯片技术竞争的未来。此外，请关注 SMIC 的股价，其可能会对美中芯片技术紧张局势的任何进一步发展做出反应。
AI概览（截至） 七月 22, 2026

时间线

首次发现三月 27, 2026
最后更新三月 27, 2026