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.
Electronics & Semiconductors
The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having trouble acquiring enough ...
4 hours ago
0
0
Business
Apple's next CEO John Ternus is a company veteran who rose through the iPhone maker's hardware engineering ranks but until now has maintained a low profile.
Apr 21, 2026
0
3
Electronics & Semiconductors
Shares in a Chinese tech firm that supplies US chip titan Nvidia soared almost 60% on its Hong Kong debut Tuesday, having raised more than US$2 billion in the city's largest listing this year.
Apr 21, 2026
0
3
Electronics & Semiconductors
A memory chip crunch fueled by the artificial intelligence boom is hindering efforts to bring more people online worldwide, the head of the GSMA telecoms industry association told AFP.
Apr 15, 2026
0
5
Electronics & Semiconductors
The domestic unit of the Chinese-owned, Dutch-headquartered chipmaker Nexperia will soon be able to produce semiconductors locally within China, according to two company sources.
Apr 2, 2026
0
6
Electronics & Semiconductors
Nvidia chief Jensen Huang on Tuesday said the AI technology powerhouse is restarting production of its high-performance chips for clients in China.
Mar 18, 2026
0
9
Electronics & Semiconductors
Japan has set a new sales target for domestically produced microchips, with the country aiming for an eightfold increase by 2040 compared with 2020 levels.
Mar 11, 2026
0
10
Business
Pay any attention to the computer market these days and one thing becomes abundantly clear: RAM—or Random-Access Memory—has gotten pretty expensive. Memory prices have already surged approximately 90% in the first quarter ...
Feb 27, 2026
0
88
Machine learning & AI
US artificial intelligence company Anthropic said Monday it had uncovered campaigns by three Chinese AI firms to illicitly extract capabilities from its Claude chatbot, in what it described as industrial-scale intellectual ...
Feb 23, 2026
0
18
Electronics & Semiconductors
Taiwan's top tariffs negotiator said it would be "impossible" to shift 40% of its semiconductor production capacity to the United States as she rejected claims that the island's chip industry would relocate.
Feb 9, 2026
0
16
