#semiconductors

AMD beat Q4 expectations but shares tumbled 13% on softer Q1 guidance. CEO Lisa Su says AI is accelerating faster than imagined, yet investors remain skeptical. What's behind the disconnect?

Japanese semiconductor startup Rapidus attracts over $1 billion in private investment from SoftBank, Sony, and IBM, challenging TSMC's dominance in advanced chip manufacturing.

Intel appoints new chief architect for GPU development as it challenges Nvidia's dominance in AI chips. Can the foundry business find its anchor customer?

Japanese chipmaker Renesas sells timing solutions to US SiTime for $3B, focusing on automotive MCUs after 9-month losses. What's behind this strategic pivot?

NXP Semiconductors beats expectations with strong Q1 outlook, suggesting industrial chip market has bottomed out. What this means for investors and the broader tech sector.

Chinese tech giant Wingtech projects massive losses after Netherlands government takeover of semiconductor firm Nexperia, highlighting escalating tech war tensions

SanDisk crushed Q2 expectations with 71% earnings beat, driven by AI datacenter demand. Memory shortage creates supply-demand imbalance across tech sector.

FPT and Viettel partner to create Vietnam's domestic chip value chain, targeting 28-32nm AI edge computing chips as the nation aims to climb global tech supply chains.

The US is courting Vietnam and Indonesia, among other Board of Peace members, to join its Pax Silica semiconductor supply chain initiative, revealing a strategic pivot from humanitarian to economic goals.

South Korea's parliament passed a semiconductor support bill with infrastructure backing but excluded the 52-hour workweek exemption that industry desperately wanted. What does this mean for global chip competition?

World's top memory chipmakers Samsung and SK Hynix acknowledge they can't keep up with extreme AI-driven demand, citing limited cleanroom space as key constraint until 2027.

Japanese semiconductor equipment maker Advantest posts record quarterly sales driven by AI chip tester demand, raising profit outlook by 21.4% despite geopolitical risks.