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
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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Business
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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Business
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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