Research news on AI semiconductor industry

AI semiconductor industry refers to the global ecosystem that designs, fabricates, and supplies integrated circuits optimized for artificial intelligence workloads, including GPUs, accelerators, and advanced memory. The domain spans foundries, device makers, and equipment suppliers, and is strongly shaped by trade policy, export controls, and industrial investment strategies in the United States, China, Taiwan, Japan, Korea, and Singapore. Key issues include capacity expansion, technology node scaling, supply shortages, and the geopolitical fragmentation of semiconductor value chains.

Business

Apple CEO says AI boom makes price increases 'unavoidable'

Outgoing Apple CEO Tim Cook warned that demand for memory chips from the artificial intelligence boom will force the tech giant to increase the prices of its products, according to an interview with The Wall Street Journal ...

Consumer & Gadgets

Robots, supply strain: Five hot topics at Computex

From laptops designed for the artificial intelligence era to advances in robotics and sky-high tech shares, here are five hot topics at Taipei's huge Computex trade show:

Electronics & Semiconductors

'Immense' leverage: Why AI chip workers are demanding more

Runaway profits and sky-high valuations for microchip companies have fueled worker demands over pay packages in South Korea, raising the question: who profits from the artificial intelligence boom?

Electronics & Semiconductors

Value of chip giant SK hynix joins Micron to top $1 tn

The market value of South Korean memory chipmaker SK hynix soared past $1 trillion on Wednesday, fueled by frenzied global demand for the computing hardware that powers artificial intelligence tools—a surge that also carried ...

Electronics & Semiconductors

Alibaba unveils new AI chip as Nvidia access remains stalled

Tech giant Alibaba released on Wednesday a new artificial intelligence chip it said performed three times as well as its predecessor, showcasing growing domestic chipmaker prowess as US titan Nvidia struggles for access to ...

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