The band estimation written at the end is pretty good 😊, 105～130, fluctuating by 5 bucks up and down.

The three chip titans converged in Taipei: NVIDIA unveiled its first ARM laptop chip, the N1X — integrating a Blackwell GPU with performance benchmarked against the RTX 5070 — making its formal push into PC-side AI compute. AMD struck back with the Helios rack packing 72 GPUs, going head-to-head with NVL72 on compute density. Intel's Arc G3, meanwhile, takes aim at the handheld gaming market, opening an entirely new front. From data centers to PCs to handhelds, the AI chip war has gone full-spectrum. Which of the three has the most compelling roadmap?

The three chip titans converged in Taipei: NVIDIA unveiled its first ARM laptop chip, the N1X — integrating a Blackwell GPU with performance benchmarked against the RTX 5070 — making its formal push into PC-side AI compute. AMD struck back with the Helios rack packing 72 GPUs, going head-to-head with NVL72 on compute density. Intel's Arc G3, meanwhile, takes aim at the handheld gaming market, opening an entirely new front. From data centers to PCs to handhelds, the AI chip war has gone full-spectrum. Which of the three has the most compelling roadmap?

Nvidia Returns to PC: The Three-Way Chip War Begins

一、代工、封装产能严重不足，各大厂商目光转向 intel1、封装短缺严重、TSMC 供应相当紧张（2026-04-30/2026-06-04）可信度：高 TrendForce 预计全球 2.5D 封装严重短缺要到 2027 年才会略缓，TSMC 计划到 2027 年把 CoWoS 产能扩大 60% 以上。      TSMC CEO 表示公司正努力避免成为供应链瓶颈，AI 需求仍强...

Intel

INTEL-T

Apple

NVIDIA

Taiwan Semiconductor

你不能等所有的消息都变成真的再来买入——英特尔近期传闻汇总

INTC Commentator

The user hid the amount of Intel shareholdings

The user hid the amount of TSM shareholdings

还差3800出圣者遗物

Ranks in the top 1% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C