At Nvidia’s 2025 annual shareholder meeting, CEO Jensen Huang presented the company’s strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure, the expansion of US-based manufacturing, and the acceleration of next-generation computing technologies. His remarks highlighted both Nvidia’s near-term momentum and long-term investments to address a global surge in demand for advanced AI systems.

PC sales momentum is weak, but the peripheral market is bucking the trend, with Logitech recording strong growth from China’s 618 shopping festival, according to Aries Sze, who oversees the company’s business in Taiwan and Hong Kong, as well as its channel strategy in the Chinese market.

6月26日消息，野村证券分析师团队在报告中指出，由于部分客户为规避7月初美国加征关税而提前备货，三星电子二季度芯片出货量改善有望提振业绩。预计这家韩国科技巨头当季整体营业利润环比增长4%至7万亿韩元，其中芯片部门利润在4-6月期间或环比翻倍至3万亿韩元。