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    Semiconductors

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    • Sunday, 11 June, 2023
      German politics
      German finance minister rules out extra funds for Intel chip plant

      Christian Lindner’s refusal to meet US chipmaker’s financial demands causes split within government

    • Wednesday, 7 June, 2023
      News in-depthUS equities
      Nvidia’s rally forces money managers to play catch-up

      Funds lightened exposure to chipmaker before bullish AI sales forecast made it a $1tn company

    • Tuesday, 6 June, 2023
      Chipmaker TSMC defends overseas expansion plans

      Shareholders question strategy but chair says new foundries outside Taiwan can help it maintain global leadership

    • Tuesday, 6 June, 2023
      The best books of the week
      The Everything Blueprint — how British chip company Arm became a global powerhouse

      James Ashton’s corporate drama of the extraordinary impact of the ‘Switzerland of semiconductors’ that’s more valued by foreign investors

    • Friday, 2 June, 2023
      Nvidia
      AI will create ‘more losers than winners’ even as Nvidia soars

      Big investor says chipmaker will be among handful of tech groups to drive stocks higher

    • Thursday, 1 June, 2023
      Arm Ltd
      Beijing calls on Arm to intensify chip co-operation with Chinese companies

      Designer plays critical role in semiconductor industry under pressure from US export restrictions

    • Thursday, 1 June, 2023
      The Big Read
      The big question of how small chips can get

      For decades, ever-tinier semiconductors have allowed huge leaps in computing progress. Not for much longer, warn experts

    • Tuesday, 30 May, 2023
      Nvidia
      Nvidia hits $1tn market cap as chipmaker rides AI wave

      Silicon Valley company joins elite group of US-listed companies including Apple, Microsoft, Amazon and Alphabet

    • Monday, 29 May, 2023
      Artificial intelligence
      Nvidia chief Huang says AI is creating a ‘new computing era’

      Chip group’s boss unveils new platform to help tech groups build generative artificial intelligence models

    • Sunday, 28 May, 2023
      AI boom drives gains for chip stocks

      Semiconductor index outperforms Nasdaq and hits 14-month high

    • Friday, 26 May, 2023
      News in-depthNvidia
      How Nvidia created the chip powering the generative AI boom

      High demand for US group’s H100 processors helps send its market value skyrocketing towards $1tn

    • Thursday, 25 May, 2023
      Nvidia races towards $1tn club as AI frenzy drives chip stocks higher

      Shares across semiconductor sector surge after Silicon Valley chipmaker delivers blowout financial report

    • Thursday, 25 May, 2023
      LexNvidia
      Nvidia: thanks to AI, the chips are up for CEO Jensen Huang  Premium content

      Group’s market cap rise on Thursday was so vast that it is being measured in Intels

    • Thursday, 25 May, 2023
      #techAsia
      Troubles under the sea and in the cloud Premium content

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

    • Wednesday, 24 May, 2023
      Nvidia
      Nvidia expects revenue boom as AI drives chip demand

      Shares of US tech group leap after it outlines $11bn in sales for current quarter

    • Wednesday, 24 May, 2023
      South Korea warns US could ‘overburden’ its chipmakers with China limits

      Seoul expresses concern about ‘guardrails’ in Chips Act affecting US subsidies and Chinese expansion

    • Wednesday, 24 May, 2023
      Chip wars with China risk ‘enormous damage’ to US tech, says Nvidia chief

      Jensen Huang tells lawmakers to be ‘thoughtful’ about imposing more export controls on Beijing

    • Wednesday, 24 May, 2023
      Simon Edelsten
      Investing in AI — hype and hope

      Some chipmakers may benefit — but be wary of valuations

    • Wednesday, 24 May, 2023
      Samsung Electronics Co Ltd
      Samsung faces threat of first-ever strike amid chip slump

      Once known for hardline approach to labour, South Korean group confronts challenge from 10,000-strong union

    • Tuesday, 23 May, 2023
      Apple expands US chip sourcing with multibillion-dollar Broadcom deal

      Partnership centres on 5G radio frequency components as iPhone maker pushes to buy domestically

    • Tuesday, 23 May, 2023
      China fears Japan’s chipmaking curbs go further than US restrictions

      New export rules could encompass equipment for making older-generation semiconductors

    • Monday, 22 May, 2023
      Lex
      China/Micron: Beijing ban restricts chip options for local companies Premium content

      Tit-for-tat move against US group may end up slowing China’s technological progress

    • Monday, 22 May, 2023
      South Korea signals its chipmakers can fill gap after China’s ban on Micron

      Seoul says it is up to Samsung and SK Hynix to make ‘judgment’ on whether to expand their business

    • Monday, 22 May, 2023
      US-China relations
      China bans Micron’s products from key infrastructure over security risk

      US commerce department strongly opposes the action saying it has ‘no basis in fact’

    • Friday, 19 May, 2023
      US chip supplier Entegris upbeat on Taiwan despite China tension

      Chief Bertrand Loy not ‘overly concerned’ about industry’s downturn

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