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
Chip giant Micron Technology on Thursday said it was expanding its domestic investment plan to $200 billion as it seeks to boost US semiconductor manufacturing, with the backing of the Trump administration.
Jun 12, 2025
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Electronics & Semiconductors
Chinese tech giant Huawei's chips still "lag behind the United States by one generation," state media quoted its founder and CEO Ren Zhengfei as saying in a rare interview on Tuesday.
Jun 10, 2025
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Business
Taiwanese chip titan TSMC said Tuesday that it expected to see record earnings this year as it increased semiconductor production capacity to meet soaring demand for AI technology.
Jun 3, 2025
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Business
Nvidia on Wednesday reported earnings that topped market expectations, with a $4.5 billion hit from US export controls being less than the Silicon Valley chip juggernaut had feared.
May 29, 2025
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Electronics & Semiconductors
Tech giant Xiaomi unveiled a new advanced in-house mobile chip on Thursday, a significant milestone for the company as Chinese firms shift resources toward home-grown technology against a bleak international trade backdrop.
May 22, 2025
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Electronics & Semiconductors
Chinese tech giant Xiaomi will invest 50 billion yuan ($6.9 billion) in developing high-end smartphone chips, the firm's founder said on Monday.
May 19, 2025
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Electronics & Semiconductors
China has blasted a new U.S. rule against use of Ascend computer chips made by Huawei Technologies anywhere in the world, chafing Thursday against the limitations of a temporary truce in the trade war between the two biggest ...
May 15, 2025
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Business
Inside one of South Korea's oldest semiconductor research institutes, the cleanrooms and workshops are calm and immaculate, but outside the Seoul National University campus, a chip storm is brewing.
May 14, 2025
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Consumer & Gadgets
The US tariffs barrage and the bounding cost of producing games have prompted manufacturers like Sony and Microsoft to announce price hikes on consoles, in an industry shift experts say is set to last.
May 13, 2025
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Business
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major tech companies and foreign governments, ...
May 8, 2025
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