Скачать или смотреть Intel CEO Under Fire & Trump’s Tariff Hit on Nvidia, AMD

Intel’s leadership is under fire as its CEO faces mounting pressure to resign over alleged ties to Chinese companies linked to the CCP. But behind the headlines, Intel’s real problem runs deeper.

Meanwhile, Trump’s 15% tariff on Nvidia and AMD’s China sales is shaking up the semiconductor market.

We break down the political drama, revenue impact, and why Nvidia might weather the storm better than AMD.

Timestamps:
00:00 - Intel CEO under pressure to resign
00:35 - The deeper problem at Intel
02:02 - Trump’s tariff plan on chipmakers
02:48 - How Nvidia negotiated the tariff cut
04:23 - Nvidia’s China revenue impact
05:18 - Why Nvidia can still grow in China
07:03 - AMD’s heavier China exposure and tougher challenge

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