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  2. Semiconductors
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Semiconductors

  • Sunday, 18 May, 2025
    News in-depthNvidia
    Nvidia seeks to build its business beyond Big Tech

    Chipmaker establishes ties with nation states and ‘neoclouds’ in effort to reduce reliance on Microsoft, Amazon and Google

    Jensen Huang
  • Friday, 16 May, 2025
    US-China relations
    US considers adding Chinese chipmakers to export blacklist

    Some US officials fear move could jeopardise trade talks with Beijing

    People walk in front of the gate of the SMIC factory in Shanghai, China
  • Friday, 16 May, 2025
    Nvidia
    Nvidia plans Shanghai research centre in new commitment to China

    US chipmaker considers expanding its presence in the country even as sales are hit by Washington’s export controls

    Jensen Huang speaks at an investment forum
  • Thursday, 15 May, 2025
    #techAsia
    Intel’s race for second and India’s deep tech funding crunch Premium content

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

    Jensen Huang speaks at the White House podium as President Donald Trump looks on
  • Wednesday, 14 May, 2025
    Huawei Technologies
    US warns against using Huawei chips ‘anywhere in the world’

    Commerce department guidance aims to toughen export controls on tech used by China to make AI processors

    Huawei logo and the Oriental Pearl Tower near Nanjing Road Pedestrian Street in Huangpu district of Shanghai, China
  • Tuesday, 13 May, 2025
    Corporate bonds
    Creditors offer US chipmaker $600mn refinancing to avert bankruptcy

    Move sets up potential showdown at Wolfspeed between junior investors and private equity giant Apollo

    Wolfspeed’s silicon carbide 200mm wafer on display
  • Wednesday, 7 May, 2025
    US scraps Biden-era rule that aimed to limit exports of AI chips

    Prospect of overhaul to planned regulation offers relief to semiconductor companies such as Nvidia

    An Nvidia AI GPU
  • Wednesday, 7 May, 2025
    Arm Ltd
    British chip designer Arm latest to be hit by Trump tariff uncertainty

    SoftBank-owned company reports fourth-quarter results and issues conservative sales outlook

    Semiconductor chips are seen on a circuit board of a computer
  • Sunday, 4 May, 2025
    News in-depthHuawei Technologies
    Satellite images reveal Huawei’s advanced China chip production line

    Rapid expansion of Shenzhen facilities designed to break dependence on foreign technologies

    Montage of the Shenzhen skyline with the Huawei logo and chips
  • Wednesday, 30 April, 2025
    Samsung Electronics Co Ltd
    Samsung warns US tariffs will dent memory chip and smartphone sales

    Electronics maker cites ‘growing policy risks’ for semiconductors and higher prices for phone parts

    Samsung mobile phones are displayed on stands in a shop in Srinagar, Jammu and Kashmir
  • Wednesday, 30 April, 2025
    Huawei Technologies
    Huawei delivers advanced AI chip ‘cluster’ to Chinese clients cut off from Nvidia

    CloudMatrix 384 sent to data centres serving Chinese tech companies as they seek to fill gap created by US export controls

    A person walks past a large screen displaying the Huawei logo
  • Friday, 25 April, 2025
    LexIntel Corp
    Intel’s new boss starts with wafer-thin expectations Premium content

    Restoring a tarnished icon even in calm times is no simple task

    Lip-Bu Tan smiles gently against a blurred background
  • Thursday, 24 April, 2025
    Intel Corp
    Intel to cut jobs and capex as Trump tariffs cloud outlook

    US chipmaker’s shares fall in after-market trading as it offers downbeat guidance

    An Intel logo
  • Thursday, 24 April, 2025
    Angela Zhang
    China isn’t trying to win the AI race

    Beijing may have quietly concluded that being a close second to the US serves its interests better

    China’s President Xi with Ren Zhengfei
  • Thursday, 24 April, 2025
    Nvidia
    Nvidia chief Jensen Huang flies to Beijing for talks

    Meeting with Chinese vice-premier came after US clamps down on chipmaker’s sales to China

    Jensen Huang arrives in Beijing on Thursday
  • Thursday, 24 April, 2025
    SK Hynix profits double on memory chip stockpiling ahead of US tariffs

    Analysts say key AI component supplier overtook South Korean rival Samsung in Dram memory in first quarter

  • Wednesday, 23 April, 2025
    Chris Miller
    What would a US tariff on chips look like?

    A component levy on foreign-made semiconductors would function as a major tax increase on electronics sold in America

    A visitor looks at a screen showing images of semiconductor chips and electronic wafers at the TSMC Museum of Innovation in Twaiwan
  • 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
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