China's Ministry of National Defense said Chinese and U.S. defense departments are maintaining communication and coordination on exchanges and dialogue at all levels.

Nov. 13 — SMIC co-CEO Zhao Haijun said at the Q3 results briefing that Q3 revenue by geography was China 90.8% and the US 7.8%. China revenue rose 7% QoQ, which he attributed to Chinese customers’ demand growing faster than the company’s overall demand and to SMIC reallocating capacity to meet that demand. Wafer revenue by diameter remained steady at 12-inch 79% and 8-inch 21%; by amount, 12-inch wafer revenue rose 9% QoQ and 8-inch rose 4% QoQ, driven by robust customer demand and production expansion concentrated on 12-inch lines.

黃仁勳離任後，英偉達未來對AI產業的投資和融資支持政策可能發生變化。臨時CEO科萊特·克雷斯此前對黃仁勳推動的大額投資及融資擔保持謹慎態度，曾反對部分高風險融資安排。市場擔憂，如果克雷斯將這一風險偏好轉化爲公司政策，英偉達可能減少對AI初創企業和新型雲服務商的股權投資、貸款擔保及其他融資支持。此前，英偉達通過投資和融資安排幫助部分客戶獲得擴張資金，這些資金又轉化爲GPU採購需求。CoreWeave等依賴外部融資擴張的企業可能因此面臨更高融資成本，進而放緩新增算力採購。短期內，已簽署的客戶合同和產品路線圖預計繼續執行，真正的不確定性在於未來新增融資支持是否收緊。