---
title: 2025-05-08-technology
created: 2025-05-08
updated: 2025-05-08
type: summary
tags: ["newsletter", "technology"]
external: http://go/ui/posts/644/
---

<think>
Okay, let me tackle this query step by step. The user wants an 8-item bulletin summary in Chinese with the original links in markdown format. The key points from the instructions are to select only big news or headlines, merge duplicates, and ensure no extra text beyond the news items.

First, I'll go through all the provided news items and note which ones are repeated. I see that some entries like "AMD beats on earnings but will take $1.5 billion hit..." appear twice, so they should be merged. Similarly, "Super Micro issues weak guidance..." and others are duplicates too.

Next, identify the major headlines. The recurring themes here include:
- AMD's financial results and China chip restrictions
- Tariffs and export controls affecting chip stocks
- Russell Westbrook's AI startup
- Seagate's AI-driven hard drive expansion
- Figma's new AI design tool
- Trump's crypto ventures facing opposition
- Uber's earnings and autonomous tech
- Alphabet's drop due to Apple's AI search claim
- Arm's weak forecast
- Nvidia's stock movement related to export changes

Since there can only be 8 items, I have to prioritize the most impactful ones. The repeated AMD and chip-related news by multiple companies (AMD, Super Micro, NVIDIA) are clearly major. The China export restrictions and Trump's tariffs are a recurring issue affecting multiple companies, which is significant. 

Russell Westbrook's startup is a celebrity angle but might be less critical unless it's a unique entry. Seagate and Figma's AI focus tie into the AI trend. The crypto opposition by Democrats and Alphabet's drop due to Apple's AI move are notable. 

Let me count the unique points again, merging duplicates. The top 8 would likely be:
1. AMD's $1.5B hit from China restrictions (mentioned multiple times)
2. Trump's tariffs affecting chip stocks (multiple companies cited)
3. AMD CEO's warning on China and chip controls (repeated)
4. Seagate's AI-driven hard drive plans
5. Figma's AI design tool launch
6. Democrats vs. Trump's crypto
7. Uber's earnings miss but autonomous focus
8. Alphabet's dip from AI search threat

Wait, but the user specified "BIG NEWS and HEADLINES". The NVIDIA share climb due to possible export restrictions ending could be another major point. Maybe replace Westbrook's startup with that. Also, Arm's weak forecast might be part of the chip issues but perhaps grouped under the tariff/export control section with others.

Let me check each entry again:

- The "Trump tariffs and export curbs on China cast a cloud over major chip stocks" mentions multiple companies, so that's a big headline.
- The NVIDIA shares climbing because of possible restrictions ending is another major point, given it's tied to both AMD and others opposing the restrictions.
- The Democrats vs. Trump's crypto empire is a political/business conflict.
- The Alphabet drop due to Apple's AI search is a big market mover.
- Seagate's tripling capacity for AI is a significant tech move.
- Figma's AI design tool is a product launch in a competitive field.
- AMD's CEO's statement on China as an opportunity is a key quote from a major exec.
- AppLovin's shares rising on sale of gaming business might be less critical than others. 

Wait, but the user may prefer the top 8, so I need to pick the 8 most impactful. Let's list them:

1. **AMD reports earnings but faces $1.5B China chip restrictions hit** - since it's repeated multiple times and affects revenue directly. 

2. **Trump's tariffs and China export curbs hit chip stocks (AMD, Super Micro, etc.)** - combines multiple reports on this issue.

3. **AMD CEO Lisa Su urges balance on China chip controls** - her statement is a key executive opinion.

4. **Nvidia shares surge on possible end to China chip export restrictions** - shows market reaction and ties back to AMD's concerns.

5. **Democrats probe Trump's crypto ventures over national security** - political and regulatory impact.

6. **Seagate aims to triple hard drive capacity for AI by 2030** - tech investment in AI infrastructure.

7. **Figma launches 'vibe-coding' AI design tool with premium pricing** - product innovation.

8. **Alphabet shares drop 7% after Apple hints AI will replace search engines** - major market impact and industry disruption.

This covers the major points: chip restrictions, regulatory issues, AI tech advancements, and major company performances. The duplicates like Super Micro's guidance and others can be folded into the broader chip stock issue. Russell Westbrook's startup and Uber's earnings could be lower priority but maybe Uber's missed revenue? However, the user asked for big headlines, so the AI, chip, and major company moves take precedence.
</think>

**科技新闻**  
- [AMD一季度财报超预期 但因对华芯片限制损失15亿美元](https://www.cnbc.com/2025/05/06/amd-earnings-report-q1-2025-.html)  
AMD一季度财报超预期，但因美国对华芯片出口限制，预计本季度营收将减少15亿美元。  

- [特朗普关税与对华出口限制重压芯片股](https://www.cnbc.com/2025/05/07/trump-tariffs-and-china-export-curbs-cast-cloud-over-major-chip-stocks.html)  
AMD、Super Micro等芯片公司表示，特朗普的关税政策及对华出口限制加剧了业务不确定性。  

- [AMD CEO苏姿丰呼吁平衡对华芯片管制：中国是“巨大机遇”](https://www.cnbc.com/2025/05/07/amd-ceo-lisa-su-china-chips.html)  
AMD CEO警告过度限制对华芯片出口将阻碍市场发展，强调需平衡国家安全与技术普及。  

- [NVIDIA股价飙升 市场预期特朗普将放宽对华芯片管制](https://www.cnbc.com/2025/05/07/trump-chips-exports-nvidia.html)  
市场传闻特朗普政府可能解除对华芯片出口限制，NVIDIA股价应声上涨，CEO黄仁勋曾公开反对严格管制。  

- [民主党调查特朗普加密帝国：存在国家安全风险](https://www.cnbc.com/2025/05/07/democrats-push-back-against-trumps-growing-crypto-empire.html)  
美国民主党议员对特朗普涉足加密货币业务发起国家安全调查。  

- [Seagate：2030年前硬盘容量将因AI需求增长三倍](https://www.cnbc.com/2025/05/07/seagate-to-triple-hard-drive-capacity-by-2030-to-meet-ai-demand.html)  
Seagate称将大幅提升存储技术以满足AI模型训练的数据需求。  

- [Figma推出收费AI设计工具“Vibe-coding” 无免费版本](https://www.cnbc.com/2025/05/07/figma-launches-premium-figma-make-vibe-coding-ai-software-designer.html)  
Figma推出基于AI的“氛围感知”设计工具，仅提供付费服务。  

- [Alphabet股价暴跌7% 因苹果称AI将取代搜索引擎](https://www.cnbc.com/2025/05/07/alphabet-shinks-on-report-apple-may-add-ai-search-to-its-browser.html)  
苹果高管称AI或取代传统搜索引擎，谷歌母公司Alphabet股价应声下跌。
