#Semiconductors

Intel announces entry into GPU production, directly challenging Nvidia's market leadership in AI chips. Analysis of what this means for the semiconductor industry and competition.

Raspberry Pi announces another price increase just two months after the last one, citing doubled memory component costs affecting all 2GB+ models.

South Korea's January exports jumped 34% to $65.85 billion, led by semiconductor demand for AI servers, marking the highest January figure ever recorded.

Three Chinese semiconductor equipment companies now rank among world's top 20, up from one in 2022, as US export restrictions accelerate China's supply chain independence drive

Apple forecasts 16% growth but reveals chip shortages are limiting iPhone sales. TSMC's advanced node constraints emerge as the real bottleneck, not memory prices.

South Korea's parliament passed a semiconductor support bill excluding the 52-hour workweek exemption that industry desperately wanted. What does this mean for Samsung and SK Hynix's massive Yongin expansion plans?

Nvidia secures approval for a $105 million headquarters in Taiwan, doubling down on the island that produces 90% of the world's advanced semiconductors amid rising geopolitical tensions.

Vietnam breaks ground on its first integrated semiconductor facility, aiming to move up the global value chain from assembly to design and fabrication by 2030.

China approves Nvidia H200 sales while ASML and SK Hynix report stellar earnings. What does this semiconductor surge mean for global tech competition?

Nvidia invests another $2B in CoreWeave, strengthening its AI ecosystem dominance. Critics call it circular investing, but Jensen Huang's five-layer cake strategy reveals deeper market control ambitions.

Nvidia becomes TSMC's largest customer, overtaking Apple in a fundamental shift reflecting AI infrastructure dominance over consumer devices in the semiconductor industry.

Samsung Electronics posted record Q4 profits of $13.8 billion, but Chairman Lee Jae-yong warned executives against complacency, calling it a "last chance" to restore competitiveness in the AI era.