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  2. Semiconductors
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Semiconductors

  • Tuesday, 3 December, 2024
    Due Diligence
    Intel’s turnaround falters Premium content

    Plus, information provider to corporate credit investors 9fin raises cash, and CFA candidates drop sharply

    Pat Gelsinger speaking, with the Intel logo in the background
  • Monday, 2 December, 2024
    US-China trade dispute
    US hits China’s chip industry with new export controls

    Parting measures by Biden administration aim to slow Beijing’s development of artificial intelligence with military applications

    A man stands in front of a display booth for Semiconductor Manufacturing International Corporation at an expo in Shanghai.
  • Monday, 2 December, 2024
    LexIntel Corp
    Intel’s next boss faces a leap into the unknown Premium content

    A break-up — once unimaginable for a sector champion — looks at least conceivable

    Intel chip
  • Monday, 2 December, 2024
    Intel Corp
    Intel chief Gelsinger quits with US chipmaker in crisis

    Semiconductor company’s shares have slid as turnaround plans struggled to gain traction

    Intel chief executive Pat Gelsinger
  • Wednesday, 27 November, 2024
    Samsung Electronics Co Ltd
    Samsung shakes up struggling chip business for second time this year

    Chair Lee Jae-yong acknowledges ‘grave concerns’ about company’s future for first time

    Samsung Electronics chair Lee Jae-yong arrives at court in Seoul
  • Tuesday, 26 November, 2024
    Tech Tonic podcast23 min listen
    The geopolitics of chips: Taiwan’s ‘Silicon Shield’

    How long can the island rely on its chipmaking industry to deter a Chinese invasion?

  • Thursday, 21 November, 2024
    #techAsia
    China’s solar stranglehold and Taiwan’s AI aims Premium content

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Employees wearing scrub suits assembling solar panels in Jiangsu province, China
  • Monday, 18 November, 2024
    Samsung Electronics Co Ltd
    Samsung shares rise on ‘desperate’ buyback plan

    First repurchases in seven years are aimed at boosting stock and may help avoid margin call for founding family

    The logo of Samsung on the Samsung R&D Center, in Hanoi, Vietnam
  • Friday, 15 November, 2024
    TSMC secures $11.6bn in funding as Chips Act faces uncertain future

    Joe Biden’s administration is pushing to distribute funds before Donald Trump retakes the White House

    Two people in silhouette stand in front of screens showing chips
  • Thursday, 14 November, 2024
    Business InsightJune Yoon
    Nvidia’s message to global chipmakers

    If you can’t beat it, join the US company’s supply chain

    Visitors watch a wafer on screens at a TSMC museum in the Hsinchu Science Park, Taiwan
  • Wednesday, 13 November, 2024
    News in-depthAmazon Web Services
    Amazon steps up effort to build AI chips that can rival Nvidia

    Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leader

    Man standing in a laboratory beside an electronic equipment, including a testing machine and various circuit boards, with shelves and tools in the background
  • Tuesday, 12 November, 2024
    Tech Tonic podcast27 min listen
    The geopolitics of chips: Chips in the USA

    Trump, the Chips Act and the future of a key technology

  • Friday, 8 November, 2024
    TSMC to close door on producing advanced AI chips for China from Monday

    World’s biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processors

    TSMC logo on a building in Hsinchu Science Park in Hsinchu, Taiwan
  • Thursday, 7 November, 2024
    Tech Tonic podcast1 min listen
    Coming soon: The fight for the future of chips

    How the battle over semiconductors is shaping global politics

  • Tuesday, 5 November, 2024
    Taiwan
    Chipmaker TSMC hit by Taiwan’s soaring energy prices and growing outages

    Industry loses competitiveness as government struggles to afford cheap-power incentives

    The Taiwan Semiconductor Manufacturing Company logo is prominently displayed on a building at the Hsinchu Science Park in Taiwan. In the foreground, two people wearing work attire and hard hats are walking
  • Monday, 4 November, 2024
    News in-depthArtificial intelligence
    Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips

    Huge loans for ‘neocloud’ groups raise concern over chipmaker’s dominance of artificial intelligence market

    A montage of an Nvidia GH200 Grace Superchip and Blackwell GPU with logos of CoreWeave, Crusoe and Lambda Labs
  • Thursday, 31 October, 2024
    #techAsia
    TSMC on alert and Singapore on the rise Premium content

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    A silhouette of a person stands in front of TSMC’s logo
  • Thursday, 31 October, 2024
    Samsung Electronics Co Ltd
    Samsung falls short of expectations as chipmaker fails to reap AI benefits

    Third-quarter operating profit far lower than analyst consensus and trails domestic rival SK Hynix

    A Samsung Electronics 12-layer HBM3E memory chip displayed on a monitor, showcasing its structure and design at the Semiconductor Exhibition in Seoul, South Korea
  • Wednesday, 30 October, 2024
    Super Micro Computer, Inc.
    Super Micro Computer shares drop by one-third after EY resigns as auditor

    Server maker said in August it would delay the release of its fiscal year 2024 results

    Charles Liang, chief executive of Super Micro Computer, pictured at the Computex conference in Taipei in June
  • Wednesday, 30 October, 2024
    The Big Read
    How Arm could be the unexpected winner of the AI investment boom

    Shares in the British chip designer, which is controlled by SoftBank, have trebled in price over the past year. But its ambitions go much further

    A montage image of  Rene Haas, Arm chief executive, left, and Masayoshi Son, SoftBank chief executive with a line graph in the background
  • Wednesday, 30 October, 2024
    US trade
    US and Taiwan set for talks to end double taxation for companies

    Deal would increase investment in American semiconductor manufacturing and away from China

    People walk past US and Taiwan flags
  • Thursday, 24 October, 2024
    Business InsightRichard Waters
    The mystifying, acrimonious battle between Arm and Qualcomm

    A licensing dispute clouds an important chip industry partnership

    Montage of Arm and Qualcomm logos, on a background filled with grids of semiconductors
  • Thursday, 24 October, 2024
    #techAsia
    Chip fortunes diverge and Tesla catches a break Premium content

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    The Tesla logo
  • Thursday, 24 October, 2024
    China struggles to break US chip design ‘chokehold’

    Beijing pushes for bigger share of crucial electronic design automation market

    Montage of Nvidia chip, and logos of Synopsys, Cadence and EDA Solutions against a black background with brown circles of various sizes
  • Wednesday, 23 October, 2024
    Qualcomm Inc
    Arm cancels Qualcomm’s chip design licence amid legal dispute

    SoftBank-backed company is battling the US semiconductor maker over royalty payments

    A smartphone displaying the Qualcomm logo is positioned on top of a computer motherboard.
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