#Semiconductors

South Korea's Q3 2025 GRDP grew 1.9%, driven by strong semiconductor and auto exports. While the service sector recovered, construction slumped for the 6th straight quarter, revealing a K-shaped recovery.

Former memory giant Fujitsu is joining a SoftBank-led project, which also involves Intel, to develop next-gen AI memory, signaling a major step in Japan's strategy to revive its semiconductor industry.

Nvidia has acquired the core assets and team of AI chip startup Groq for $20 billion in its largest deal ever. The move is a strategic play to bolster its capabilities in the AI inference market.

An analysis of India's exclusion from the U.S.-led 'Pax Silica' semiconductor alliance. We examine the challenges India faces in achieving technological autonomy in semiconductors, pharma, and quantum computing amid the U.S.-China tech rivalry.

A new teardown reveals Huawei's latest smartphones contain nearly 60% Chinese-made parts by value. The company is accelerating its tech self-sufficiency, successfully localizing key components like CPUs and memory chips despite US sanctions.

The US Trade Representative has formally determined China's semiconductor drive is a threat to US commerce, launching a new tariff that starts at 0% and is set to rise in 18 months, on June 23, 2027.

RAM is the unsung hero in every device, but it's now a scarce and expensive commodity. Based on analysis from The Vergecast, here's why the chip is so hard to get right now.

NeuroTech has launched its new Synapse-2 AI chip, promising a 3x leap in inference performance and 50% better training efficiency, setting a new benchmark in the competitive AI hardware market.

Nvidia aims to start shipping its H200 AI chips to China by mid-February 2026, according to Reuters. The plan, however, is entirely contingent on securing approval from the Beijing government.

The AI industry's massive demand for HBM memory chips is creating a supply shortage for the videogame industry, potentially delaying and increasing the price of the next PlayStation and Xbox.

Senior Democrats Elizabeth Warren and Gregory Meeks are demanding the Commerce Department disclose details on Nvidia H200 AI chip export licenses to China, challenging President Trump's recent policy reversal over national security concerns.

Nittobo, a critical Japanese supplier of glass fabric for Nvidia's AI chips, says it won't expand production at the same pace as the market. A look into its high-stakes premium niche strategy.