#semiconductors
Total 89 articles
South Korea's industrial output rose 0.9% in Nov 2025 led by chips, but retail sales plunged 3.3%, the sharpest fall in 21 months. Read more on South Korea November industrial output.
Nvidia agrees to buy AI accelerator chip startup Groq for $20 billion in cash, its largest acquisition ever. The move targets a key rival founded by the creators of Google's TPU, reshaping the AI semiconductor landscape.
The U.S. has added Chinese chipmaker SMIC to its trade blacklist, cutting it off from key American technology. We analyze the impact on SMIC, the global semiconductor supply chain, and what it means for investors.
PRISM by Liabooks
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A global RAM shortage, driven by AI demand, is ending the era of cheap memory. Discover why your next phone and PC will cost more and what it means.
Intel's advanced 18A chip fab is running, but with no major customers, its $100B foundry dream faces a crisis of trust. Can US industrial policy succeed?
US chip policy whiplash is accelerating China's tech independence. For global leaders, this isn't just a risk—it's the new strategic reality of a fractured world.
US export controls on AI chips are a strategic shift to a full blockade. This analysis breaks down the market bifurcation and investment implications.
PRISM by Liabooks
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Taiwan's political gridlock triggers a constitutional crisis, creating new risks for TSMC, the global semiconductor supply chain, and US-China relations.
A $10B US arms sale to Taiwan isn't just about weapons. It's a strategic shift impacting semiconductor supply chains and fueling a new era of tech-driven warfare.
India's strategy to focus on mature semiconductor nodes is a shrewd geopolitical move to de-risk global supply chains, not just a bid to compete on tech.
A sharp drop in SoftBank and Japanese tech stocks reveals the AI boom's biggest vulnerability: its massive dependence on financing. An analysis of the contagion.
PRISM by Liabooks
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Micron's blowout earnings are more than a market beat; they're a key indicator of an accelerating AI hardware supercycle, reshaping the entire semiconductor industry.
