#semiconductors

Consumer SSD prices have surged up to 400% since late 2025. WD, Samsung, SanDisk all affected. We unpack the NAND supply crunch, tariff effects, and what comes next.

30-year-old Jiang Jianfeng becomes PhD supervisor in just 18 months, leads groundbreaking 2D semiconductor research that could reshape global chip industry from Beijing University

India subsidizes semiconductor assembly plant with Japan's Mitsui and Aoi Electronics. Is this the beginning of a major supply chain shift away from China?

Qatar's gas production halt threatens global semiconductor supply chains as the Middle East conflict disrupts critical materials. Samsung and SK Hynix face potential production slowdowns in a market already stretched by AI demand.

Toyota affiliate Denso targets semiconductor maker Rohm in $8bn deal to secure power chips crucial for electric vehicles and data centers

Broadcom's CEO predicts AI chip revenue will significantly exceed $100 billion by 2027, but can the company deliver on this massive bet against Nvidia's dominance?

Nvidia posted 73% revenue growth but revealed zero H200 chip sales to China despite Trump's export approval, highlighting deepening tech decoupling

Asian chipmakers plan record $136bn spending spree while smaller suppliers hike prices for first time in years, signaling higher costs for consumer electronics

Apple unveiled M5-powered MacBooks with 4x faster AI performance. But who actually needs this power, and what does it mean for the laptop market's future?

The EU has removed AI, semiconductors, and quantum computing from strategic tech requirements, significantly weakening its industrial policy aimed at challenging China's dominance.

Trump promised to remove Vietnam from export control lists just weeks after the country broke ground on its first chip factory. A strategic pivot 70 years in the making could reshape global semiconductor supply chains.

WSJ reports Nvidia plans new AI processing chip. What this means for competition, pricing, and the broader AI ecosystem.