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Semiconductors

  • Wednesday, 9 July, 2025
    Nvidia
    Nvidia becomes first company to reach $4tn in market value

    Maker of AI chips has led a sharp rebound for tech shares on Wall Street

  • Wednesday, 9 July, 2025
    Nvidia’s Huang plans Beijing trip ahead of new China AI chip launch

    CEO to talk with Chinese officials next week, aiming for September unveiling of processor compliant with US export controls

    A montage of Jensen Huang, Nvidia H20 chip and China flag detail
  • Tuesday, 8 July, 2025
    Samsung Electronics Co Ltd
    Samsung profits take big hit from US chip controls and AI memory shortfalls

    China export restrictions affect foundry business while Nvidia has yet to approve tech group’s advanced products

    A Samsung Electronics memory chip shown on a monitor
  • Tuesday, 8 July, 2025
    LexASML Holding NV
    ASML finds even monopolists get the blues Premium content

    Dutch company’s revenue is lumpy due to its exposure to thorny geopolitics and customers’ changing fortunes

    Trainees work on an EUV machine at an ASML facility in Taiwan
  • Thursday, 3 July, 2025
    US-China trade dispute
    Chip software makers say US restrictions on sales to China lifted

    Washington had limited exports of semiconductor design software in tit-for-tat over trade talks

    The Siemens logo is displayed on a screen, with a robotic hand with red and blue lighting accents reaching towards it
  • Wednesday, 25 June, 2025
    Nvidia
    Nvidia shares hit record high on renewed AI optimism

    Chip designer claws back market losses from Donald Trump’s trade war and DeepSeek breakthrough

    Nvidia logo on office in Taipei
  • Tuesday, 24 June, 2025
    Business InsightJune Yoon
    Taiwan has upped the ante in the cold war over chips

    Taipei blacklisting of leading Chinese tech groups including Huawei and SMIC comes as US weighs additional restrictions

    Chief executive of Nvidia Corporation Jensen Huang
  • Monday, 23 June, 2025
    US semiconductor maker Wolfspeed to file for bankruptcy

    Supplier to EV companies cites deal with creditors to reduce near $6.5bn debt by 70%

    A Wolfspeed 200mm silicon wafer
  • Thursday, 19 June, 2025
    #techAsia
    Tesla chases robotaxi rivals and China goes local for auto chips Premium content

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

    Stacked photos of the Ansys and Synopsys logos displayed on mobile phone screens
  • Friday, 13 June, 2025
    China delays approval of $35bn US chip merger amid Trump’s trade war

    Beijing’s antitrust regulator postpones sign-off on Synopsys and Ansys deal

    Synopsys headquarters in Mountain View, California, US
  • Tuesday, 10 June, 2025
    Huawei Technologies
    China’s Huawei plays down its chipmaking capabilities

    Founder Ren Zhengfei says US is exaggerating his company’s technology amid trade talks between Washington and Beijing

    Ren Zhengfei is shown gesturing with his hand raised. Next to him is an image of the Huawei Ascend 910C chip. The background features a large Huawei logo on a yellow to orange gradient.
  • Monday, 9 June, 2025
    US-China trade dispute
    Trump eyes easing US chip export restrictions to secure Chinese rare earths

    Top White House official says a deal could be struck as part of trade talks between the two countries

    The Bayan Obo rare earths mine in Inner Mongolia, China
  • Monday, 9 June, 2025
    Qualcomm Inc
    US chipmaker Qualcomm agrees to buy UK’s Alphawave in $2.4bn deal

    Acquisition will lead to latest departure from London’s stock market

    A laptop displaying the Alphawave logo
  • Monday, 9 June, 2025
    The Big Read
    Can Japan hold on to its ‘indispensable’ companies?

    Foreign rivals and private equity covet the mid-caps with large shares of key markets

    Montage image of a cityscapes and the logos of Shimano, Japan Steel Works, Ajinomoto and Fujikura
  • Sunday, 8 June, 2025
    US-China trade dispute
    China arms itself for more export control battles

    Beijing’s success in snarling supply chains with rare earths has shifted the balance of power in trade talks

    A labourer works at a site of a rare earth metals mine in Jiangxi province
  • Thursday, 5 June, 2025
    #techAsia
    TSMC’s rosy outlook and Huawei’s investment web Premium content

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

    TSMC chair and CEO CC Wei wearing a suit
  • Tuesday, 3 June, 2025
    Xiaomi among Chinese tech groups set to be hardest hit by US chip software ban

    Companies may struggle to manufacture silicon in Taiwan with export controls preventing updates to design tools

    Xiaomi chief Lei Jun speaks at a launch event in Beijing in May for the company’s breakthrough XRING O1 mobile chip
  • Friday, 30 May, 2025
    Artificial intelligence
    Chinese tech groups prepare for AI future without Nvidia

    Tougher US export restrictions on advanced chips give added urgency to testing of domestic alternatives

    A montage of Chinese tech logos and a semiconductor chip
  • Thursday, 29 May, 2025
    US-China trade dispute
    Trump orders US chip software suppliers to stop selling to China

    Move by Washington is latest effort to stymie geopolitical rival’s technological advance

    Donald Trump
  • Thursday, 29 May, 2025
    LexNvidia
    Nvidia is a $3tn bet on the tokenisation of everything Premium content

    Fat gross margin gives chipmaker plenty of firepower to compete on price

    A large Nvidia GB300 NVL72 GPU is displayed at a booth during the Computex conference in Taipei, Taiwan
  • Wednesday, 28 May, 2025
    Nvidia
    Nvidia quarterly revenue surges nearly 70% despite China curbs

    US chipmaker’s share price rises even as it takes $4.5bn charge linked to restrictions on sales

    Nvidia Corporation headquarter campus in Santa Clara
  • Tuesday, 27 May, 2025
    Nvidia
    Nvidia’s suppliers resolve AI rack issues in boost to sales

    Technical breakthroughs allow partners to begin shipments of cutting-edge ‘Blackwell’ artificial intelligence servers

    Jensen Huang with the Nvidia logo in background
  • Friday, 23 May, 2025
    FT News Briefing podcast12 min listen
    The economic impact of Trump’s budget bill

    Non-partisan budget group says the bill could increase US debt by over $3tn in the next decade

  • Wednesday, 21 May, 2025
    Artificial intelligence
    Nvidia chief Huang condemns US chip curbs on China as ‘a failure’

    World’s top AI semiconductor maker says export controls have accelerated Chinese rivals’ advances

    Nvidia chief executive Jensen Huang
  • Monday, 19 May, 2025
    Nvidia
    Nvidia chief announces major Taiwan chip investments

    Jensen Huang reveals plans for new Taipei base and AI supercomputer as he stresses island’s global importance

    Jensen Huang on stage giving his presentation in front of an image of the new base
Previous page1Next page

Most Read

  1. Nvidia becomes first company to reach $4tn in market value
  2. Nvidia’s Huang plans Beijing trip ahead of new China AI chip launch
  3. ASML finds even monopolists get the blues Premium content
  4. Samsung profits take big hit from US chip controls and AI memory shortfalls
  5. Chip software makers say US restrictions on sales to China lifted

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