米政権、適用間近のＡＩ半導体輸出規制強化策を撤廃・変更へ
https://jp.reuters.com/economy/industry/MAXHY7TA6VMCFOOBULDQGMKZ74-2025-05-07/

トランプ米大統領、ＡＩ半導体輸出規制を撤回する方針－関係者
https://www.bloomberg.co.jp/news/articles/2025-05-07/SVWPJWT0AFB400

NVIDIA株、一時4%高　米政権のAI半導体規制見直し観測で
https://www.nikkei.com/article/DGXZQOGN0803B0Y5A500C2000000/

報道によると、NVIDIAの黄CEOは米国議会とファーウェイのAI能力の拡大に関する懸念について話し合った

任天堂

スイッチ2にNVIDIA製カスタムチップを搭載

NVIDIAよさげだったのにリンゴが中国で売れてないからアカン奴とか、、
そんなん織り込み済みちゃうん？？　(´；ω；｀)

NVDA
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NVIDIA Corp.
Premarket
$105.80 -3.22 -2.95%

>>194
むしろスチームでPCゲームが流行り始めた時にNVIDIA買っとけばよかったよね
その頃はFXしかやってなくて株には興味なかったんだよね

【日経ＱＵＩＣＫニュース（ＮＱＮ）】４月29日夕の米株式市場の時間外取引で、エヌビディア（NVIDIA、チッカーNVDA）が下落している。通常取引を0.27％高の109.02ドルで終えた後、時間外では107ドル台前半と終値を２％近く下回っている。同日夕に発表した2025年１〜３月期の暫定決算をきっかけにスーパー・マイクロ・コンピューターの株価が急落し、同社に人工知能（ＡＩ）半導体を提供するエヌビディアにも売りが及んでいる。

今夜の米半導体は下落するだろ
Supermicroが-15％の時間外でNVIDIAとか他半導体の時間外も下落している

単純なデータサバじゃ駄目になってきたてことか？
NVIDIAのボード入ってないとあかんとか？

$NVDA - CHINA’S HUAWEI DEVELOPS NEW AI CHIP, SEEKING TO MATCH NVIDIA - WSJ

半導体逃げとけよ

日本のGDPがカリフォルニア州に抜かれたってニュースあったけど(´・ω・｀)
アメリカ1位2位のアップルとNVIDIAがカリフォルニアらしい
そりゃ抜かれてもしゃーない

v Tuberみんな使ってるサードウェーブのゲーミングPCガレリアでデイトレしてる奴居る？
Nvidiaのグラボ搭載は宝の持ち腐れやろ？

NVIDIAジェンスン・フアンCEOが石破総理を表敬--「スーツ着用」と話題に　岸田前総理の時は？（CNET Japan）

今回は、「本気」って事だったのだろうか・・・(´・ω・`)

こりゃお仕置きされそうだな

2025-04-22 NVIDIAのCEOがまた北京を訪問！NVIDIAの業績・株価と中国の関係は？
https://www.youtube.com/watch?v=_h6k-nDCv-U

NVIDIA100もたんか(´・ω・｀)

Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S. to meet rising demand from customers seeking chips manufactured in the U.S.

The report highlights that, following major clients such as Apple, NVIDIA, and AMD announcing plans to expand their investments in the U.S., TSMC has accordingly adjusted its strategies.

TSMC is currently in its quiet period ahead of its earnings call and is unable to comment, as the report notes.

TSMC Advances FOPLP Technology

Citing Nikkei, the report states that TSMC is finalizing the specifications for its FOPLP technology in an effort to accelerate its mass production timeline. The first-generation version is expected to adopt a 300mm x 300mm panel size—smaller than the previously tested 510mm x 515mm format. According to the report, TSMC is currently building a pilot production line in Taoyuan, Taiwan, with limited trial production anticipated to begin as early as 2027.

The report also notes that TSMC initially explored partnering with panel makers such as Innolux but ultimately opted to develop the technology in-house, as the current precision and technical capabilities of the panel industry were deemed insufficient to meet TSMC’s standards.

As noted by the report, FOPLP offers improved heat dissipation compared to 3D stacking techniques such as wafer-on-wafer (WoW), CoWoS, and SoIC. However, its production efficiency is lower than that of existing 3D stacking methods. The report adds that AI customers are still expected to be the primary adopters of this packaging technology.

Tech Giants Fuel TSMC’s U.S. Manufacturing Expansion

Notably, on April 15, AMD CEO Lisa Su confirmed that the company is ramping up U.S. production. According to Reuters, AMD’s flagship chips will soon roll off TSMC’s new Arizona line—marking the first time its products will be manufactured in the U.S.

Meanwhile, NVIDIA recently also revealed plans to invest up to USD 500 billion in U.S.-based AI server production over the next four years and confirmed that its Blackwell chips are now being produced at TSMC’s Phoenix plant, as Reuters notes.

As noted by Economic Daily News, sources indicate that in response to requests from major clients such as AMD and Apple, TSMC has reportedly informed suppliers that equipment move-in for its second Arizona fab will begin as early as September this year—one full year ahead of schedule.

In other words, the fab’s 3nm production is now expected to begin by the end of 2027, while the second-phase line for 2nm is projected to enter mass production in 2028 as the report points out.

NVIDIAのジェンスン・フアンと石破首相(´・ω・`)
https://pbs.twimg.com/media/GpCqRhIbYAAa9yR.jpg

NVIDIA CEO、日本の首相とAIロボティクス、AIエネルギー需要について議論

nvidia革ジャン氏も中国と関係継続望むゆうてるしトランプ何のために

nvidiaはAIよりドライバどうにかしないと50売れんぞ(´・ω・｀)

ノートパソコンのゲーミングPC買う資金できたわ
https://i.imgur.com/A5mMDK4.jpeg

おすすめ教えて、22万円までなら出せる
基本、エミュレータぐらいしかやらんけど
Ryzen7、またはインテルCore7
グラボはNVIDIA 4060がいい感じ？