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
American robotics companies are pushing for a national robotics strategy, including establishing a federal office focused on promoting the industry at a time when China is making intelligent robots a national priority.
Mar 27, 2025
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Industry insiders at a semiconductor trade fair in Shanghai urged more cooperation between the Chinese chip sector and the rest of the world, despite growing trade tensions with Washington.
Mar 26, 2025
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Chinese internet and gaming giant Tencent said on Wednesday that profits in the fourth quarter of 2024 surged 90% as the firm accelerates a push into artificial intelligence (AI).
Mar 19, 2025
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Malaysia is making great strides in its effort to become a major player in the global semiconductor industry as it looks to capitalize on a surge in demand driven by the AI explosion, but analysts warn it faces headwinds.
Mar 19, 2025
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Taiwanese tech giant Foxconn reported on Friday a lower-than-expected net profit for 2024 as consumer electronic gadgets underperformed, although demand for its artificial intelligence servers remained robust.
Mar 14, 2025
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When President Trump returned to the White House, tech executives from Apple, OpenAI, Oracle and other companies pledged to create thousands of jobs, fuel innovation and invest billions of dollars in the United States.
Mar 13, 2025
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Struggling chipmaker Intel has hired former board member and semiconductor industry veteran Lip-Bu Tan as the latest in a succession of CEOs to attempt to turn around a once-dominant company that helped define Silicon Valley.
Mar 13, 2025
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The success of the Chinese AI firm DeepSeek shocked financial markets and major US tech firms in January 2025. But it shouldn't have come as such a surprise.
Mar 12, 2025
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Siemens plans to invest $285 million in manufacturing in the United States, the tech company said Thursday, including two new facilities in California and Texas.
Mar 6, 2025
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