#semiconductors
Total 89 articles
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.
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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.
Japan's state-backed semiconductor venture Rapidus raises $1.7 billion from Sony, SoftBank and others, exceeding expectations as it aims to challenge TSMC and Samsung in advanced chip manufacturing by 2027.
Japan government becomes largest Rapidus shareholder with conditional veto power, signaling state-backed semiconductor strategy. What this means for global chip competition.
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Tech giants are increasingly using semiconductors as collateral for loans to fund their AI ambitions. For investors, this represents both opportunity and unprecedented risk.
Chinese chipmakers plan 5x production increase for advanced AI chips. Can they break free from US technology controls?
Nvidia delivered stellar Q4 results beating all estimates, yet shares dropped in after-hours trading. We analyze what this means for AI's future and investor sentiment.
Despite beating estimates with 77% revenue growth forecast, Nvidia shares stayed flat as investors face rising competition and China market uncertainty in the AI chip wars
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Nvidia delivers record $68B quarterly revenue and guides to $78B next quarter, exceeding Wall Street expectations by $5B. The numbers suggest AI has moved from hype to industrial-scale reality
