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Semiconductors

  • Friday, 18 April, 2025
    News in-depthArtificial intelligence
    Tech industry fears Trump’s trade war will hamper US AI ‘dominance’

    Tariffs and threat of new duties on chips and computing infrastructure could frustrate American ambitions to lead artificial intelligence race

    Montage of a laptop, Nvidia DGX Spark super computer mother board, iPhone, Amazon data centre and Donald Trump
  • Thursday, 17 April, 2025
    Taiwan Semiconductor Manufacturing Co Ltd
    TSMC denies chip tie-up in prospect with struggling Intel

    World’s biggest semiconductor maker has been under pressure from Trump administration to help out Silicon Valley rival

    President Donald Trump alongside TSMC chief CC Wei at the White House in March
  • Thursday, 17 April, 2025
    #techAsia
    TSMC’s new shape and two weeks of tariff trauma Premium content

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    The TSMC logo displayed outside the company’s Museum of Innovation in Hsinchu, Taiwan
  • Wednesday, 16 April, 2025
    DeepSeek
    US House panel probes whether DeepSeek used restricted Nvidia chips

    Lawmakers say the Chinese AI group is a ‘profound threat’ to national security

    DeepSeek logo on a mobile phone
  • Wednesday, 16 April, 2025
    US equities
    Tech stocks sink after Nvidia reveals hit from US curbs on sales to China

    Chipmaker leads declines as Wall Street sell-off reignites

    Trader holds head in hands on stock exchange floor
  • Wednesday, 16 April, 2025
    Nvidia
    Nvidia blindsided by Trump’s curbs in multibillion-dollar blow to China sales

    US chipmaker reveals $5.5bn impairment, while full hit to China revenues could surpass $10bn

    Jensen Huang
  • Wednesday, 16 April, 2025
    Nvidia
    Nvidia to take $5.5bn hit as US clamps down on AI chip sales to China

    Trump administration’s curbs send chipmaker’s shares sliding

    The Nvidia logo
  • Wednesday, 16 April, 2025
    ASML Holding NV
    ASML’s chipmaking machine orders disappoint amid tariff uncertainty

    Shares in industry’s leading equipment supplier fall as it warns of ‘dynamic’ environment

    ASML logo is prominently displayed above a close-up view of a computer motherboard
  • Tuesday, 15 April, 2025
    Artificial intelligence
    TDK claims optical breakthrough to tackle generative AI’s biggest bottleneck

    Response times of 20 trillionths of a second recorded in test to improve data transfer speeds

    Rows of data servers
  • Monday, 14 April, 2025
    Intel Corp
    Intel sells Altera chip unit to PE group Silver Lake

    Sale is part of plan by company to divest non-core assets

    The Intel sign at the entrance to its headquarters in Santa Clara, California
  • Tuesday, 8 April, 2025
    Samsung Electronics Co Ltd
    Samsung boosts profits as customers stockpile chips ahead of US tariffs

    Analysts fear semiconductor and consumer electronics sales could stagnate over new duties

    A large industrial building with ‘Samsung’ prominently displayed on its exterior, located in Bac Ninh province, Vietnam
  • Thursday, 3 April, 2025
    Samsung Electronics Co Ltd
    Samsung turns to China to prop up ailing chip business

    Deals with Chinese tech giant Baidu come as South Korean giant loses ground in US and navigates Washington’s curbs

    Samsung’s HBM3E memory chip on a monitor at an exhibition
  • Tuesday, 1 April, 2025
    Taiwan Semiconductor Manufacturing Co Ltd
    TSMC buys time with $100bn US investment pledge

    Taiwanese chipmaker has said little about its plans and extent of reprieve from Washington’s pressure is unclear

    A large sign reading "TSMC Arizona Corporation FAB 21" stands in the foreground next to a tall cactus in a desert landscape. In the background, fabrication plant buildings are visible under a cloudy sky.
  • Monday, 31 March, 2025
    Intel Corp
    Intel’s new chief promises ‘cultural change’ at chipmaker

    Lip-Bu Tan says Silicon Valley group must again act like a ‘day-one start-up’

    Lip-Bu Tan
  • Sunday, 30 March, 2025
    Smiths Group PLC
    Smiths expands US manufacturing of chip testers, after trade restrictions

    Some production will move from China, although plant there will still supply Asia and Europe

    Smiths Group chief executive Roland Carter
  • Saturday, 29 March, 2025
    News in-depthCoreWeave
    CoreWeave chief Michael Intrator tests market faith in AI hype

    ‘Hyper-rational’ CEO secured important deals with Blackstone and Microsoft to create a cloud computing giant ahead of IPO

    A montage of Michael Intrator and the CoreWeave logo in the background
  • Friday, 28 March, 2025
    CoreWeave
    CoreWeave treads water in market debut after downsized IPO

    Investor enthusiasm for companies linked to artificial intelligence boom has waned this year

    Michael Intrator, founder and chief executive of CoreWeave, gestures during the company’s IPO on the Nasdaq on Friday
  • Friday, 28 March, 2025
    Taiwan accuses Chinese chipmakers of illegally poaching engineers

    Beijing’s semiconductor champion SMIC accused of posing as Samoa entity to evade foreign investment restrictions

    Chinese employees dressed in dust-proof clothing work at a Semiconductor Manufacturing International Corp plant in Beijing
  • Thursday, 27 March, 2025
    Due Diligence
    CoreWeave’s debt blunder  Premium content

    Plus, HSBC fired bankers on bonus day and the big-time value destruction at Family Dollar 

    Montage of CoreWeave’s logo, US dollar bills and an Nvidia chip
  • Wednesday, 26 March, 2025
    TSMC’s $100bn pledge to Trump will not revive US chipmaking, says ex-Intel chief

    Pat Gelsinger, who has taken on role at venture capital firm, says US must boost R&D to gain ‘semiconductor leadership’

    Ousted Intel CEO Pat Gelsinger: ‘All of TSMC’s R&D work is in Taiwan’
  • Wednesday, 26 March, 2025
    Nvidia
    Nvidia’s China sales face threat from Beijing’s environmental curbs

    US chipmaker could suffer $17bn-a-year hit to business if energy efficiency rules are enforced more strictly

    A montage of Nvidia chief executive Jensen Huang, the Chinese flag and an H20 chip
  • Monday, 24 March, 2025
    Interview
    Malaysia to crack down on Nvidia chip flows under US pressure

    Trade minister says Washington suspects high-end semiconductors are making it to China despite trade controls

    An Nvidia graphic processing unit
  • Thursday, 20 March, 2025
    Lex
    Japan is out of the chip race but still in the game Premium content

    Decades of expertise and investment allow suppliers to maintain both pricing power and market stability

    A rack of silicon wafers
  • Thursday, 20 March, 2025
    Nvidia
    Nvidia to spend hundreds of billions on US supply chain, says chief

    Jensen Huang’s pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry

    Jensen Huang holds up a circuit board while delivering a speech in a black leather jacket and standing against a dark background
  • Thursday, 20 March, 2025
    SoftBank Group Corp
    SoftBank expands AI portfolio with $6.5bn Ampere deal

    Japanese tech group acquires US chip start-up specialising in data centre servers for artificial intelligence applications

    The SoftBank logo on a sign outside the company's headquarters in Tokyo with foliage and a building in the background
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