#Semiconductors

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.

Denso's bid for Rohm isn't just another M&A deal. It's Toyota's strategic move to control the semiconductor supply chain for the EV era.

Marvell's stock surged 20% on strong AI-driven guidance, with CEO predicting accelerating growth through 2027. The chip sector's AI winners are expanding beyond Nvidia.

Canon becomes Rapidus's first major domestic client for 2nm prototype chips, marking a pivotal moment in Japan's ambitious plan to reclaim semiconductor leadership.

Nvidia posted record $68.1B revenue but shares dropped 5% as traders question when massive AI spending will turn into actual profits for the ecosystem.

Japan's government becomes largest shareholder in chipmaker Rapidus with only 10% voting rights but veto power to increase to 50%+ during crises. What does this hybrid model mean for global semiconductor competition?

Nvidia quietly sold its entire ARM stake worth $155.8M, ending a complex relationship that began with a failed $40B acquisition attempt.

Global semiconductor equipment makers are poised for their first double-digit revenue growth in three quarters, driven by surging AI chip investments and accelerated delivery demands.

Shanghai's government-backed semiconductor fund expanded 11-fold to $800M amid US sanctions. Is this China's path to tech independence or a sign of growing isolation?

US reportedly plans to exempt major tech companies from upcoming semiconductor tariffs while maintaining pressure on China. What does this mean for competition and consumers?

Google, Meta, Amazon double AI infrastructure investments while enterprise software stocks crash 10%. Who benefits from the hardware boom?

Sony beats profit expectations but faces a looming DRAM shortage that could reshape the gaming industry. What happens when AI demand collides with console manufacturing?