#semiconductors

SMIC warns semiconductor industry in 'crisis mode' as memory shortage threatens global tech supply chains. Who wins and loses in this unprecedented crunch?

Taiwan's chipmaking giant expands advanced semiconductor production to Japan amid soaring AI demand that overwhelms existing Taiwan and US facilities

Japan launches ambitious strategy to reduce 90% dependence on Chinese rare earths through seabed mining and alternative suppliers. Can it work?

Taiwan officially rejects US demands to relocate 40% of semiconductor production capacity stateside, despite $500B investment promises. Reality check on ambitious onshoring goals.

Korean large firms saw 10% export growth in Q4 driven by semiconductors, but US exports fell 3.8% amid Trump tariff fears. Companies pivot to Central America and Middle East markets.

The US plans to exempt major tech companies from upcoming chip tariffs while smaller firms face the full burden. What does this mean for market competition?

Japanese semiconductor giant Renesas reports first loss in six years as automotive chip demand weakens and AI revenues remain minimal, highlighting Japan's struggle in the chip race.

AI's insatiable appetite for memory chips is creating unprecedented supply shortages, giving Chinese manufacturers a golden opportunity while forcing even Apple to shuffle its product roadmap.

ARM's record quarterly revenue couldn't prevent a 7% stock drop as licensing revenue missed estimates and Qualcomm's memory shortage warning highlighted smartphone market risks

TSMC shifts strategy to produce advanced 3nm AI chips at its second Japan plant. A deeper look at the geopolitical chess game reshaping global semiconductor supply chains.

Google's massive $185B AI infrastructure investment plan triggers Broadcom stock surge as the chipmaker benefits from custom TPU partnerships. Nvidia also gains.

AMD's sharp decline triggers broader tech selloff, exposing investor concerns about AI chip market valuations and sustainability of growth expectations.