#Semiconductors

Nvidia CEO Jensen Huang called OpenClaw the 'next ChatGPT,' triggering a 22% surge in MiniMax and 14% in Zhipu. Here's what it means for investors and the US-China AI race.

A South Korean startup called Absolics is betting that glass substrates can cut AI chip energy consumption. Here's why that matters beyond the data center.

AI data centers are set to consume 70% of global RAM in 2026. For the gaming industry, that means $1,200 consoles, 45,000 lost jobs, and a community that won't accept what's coming next.

A material humans have shaped for thousands of years is about to become the backbone of next-gen AI chips. Here's why the semiconductor industry is betting on glass—and what's at stake.

The de facto closure of the Strait of Hormuz is threatening helium and LNG supplies to South Korea and Taiwan, putting semiconductor production lines at risk. Here's what's at stake.

Award-winning semiconductor expert Shi Guojun left UC Irvine after 20+ years to join Chinese materials firm DKEM. What his move reveals about the intensifying US-China tech talent war.

The Iran war has exposed Taiwan's deep dependence on Middle Eastern energy — and the island makes most of the world's advanced chips. Here's what's at stake for global supply chains.

The US is embedding economic power into its security architecture, forcing companies to rethink supply chains not as logistics problems but as geopolitical declarations.

While Japan's Nikkei dropped 4% and South Korea's KOSPI cratered 12%, Taiwan's Taiex held firm. One company explains almost everything: TSMC.

Apple's M5 Pro and M5 Max abandon the monolithic chip design for a split-die "Fusion Architecture." What this quiet engineering shift means for consumers, the industry, and the future of silicon.

Japan's three largest banks are building dedicated semiconductor lending teams as the country's $50bn chip industry accelerates. What does this mean for investors and the global chip race?

Japan has set a $254 billion domestic semiconductor sales target for 2040, aiming to rival the US and China. But ambition and execution are two very different things. Here's what's really at stake.