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
As Donald Trump threatens a second wave of 'reciprocal tariffs'—not just on China, but on Southeast Asian countries allegedly helping Beijing dodge US sanctions—a new chapter in the global chip war is unfolding.
May 8, 2025
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Electronics & Semiconductors
The EU is lagging behind in the global race to produce microchips, and looks set to fall well short of its target to claim a fifth of the world's market, the bloc's auditors said Monday.
Apr 28, 2025
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Electronics & Semiconductors
President Xi Jinping said China must "overcome" the challenges of developing core AI technologies including high-end chips, state media reported Saturday, as Beijing seeks to become a world leader in the rapidly developing ...
Apr 26, 2025
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Business
As U.S.–China tech tensions continue to mount, the semiconductor industry has become a focal point in a high-stakes geopolitical standoff.
Apr 24, 2025
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Electronics & Semiconductors
As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fueling innovation at Chinese firms that could help them seize the ...
Apr 20, 2025
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Electronics & Semiconductors
Taiwanese chipmaking titan TSMC reported on Thursday a surge in net profit for the first quarter and forecast robust demand for artificial intelligence technology, despite the specter of US tariffs on the critical sector.
Apr 17, 2025
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Business
Chip developer Advanced Micro Devices (AMD) on Wednesday said it expects new US licensing requirements for semiconductors exported to China to cost it as much as $800 million.
Apr 17, 2025
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Business
Nvidia on Tuesday notified regulators that it expects a $5.5 billion hit this quarter due to a new US licensing requirement on the primary chip it can legally sell in China.
Apr 16, 2025
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Business
Dutch tech giant ASML warned on Wednesday of growing economic uncertainty due to US tariffs but the company kept its 2025 sales forecast intact.
Apr 16, 2025
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Business
Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time.
Apr 14, 2025
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