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.
Machine learning & AI
Artificial intelligence users are shopping around as U.S. giants face fierce competition from Chinese rivals—and in Beijing's tech district, drinkers at an AI-themed bar can even plug in to DeepSeek for free.
Aug 10, 2026
0
7
Machine learning & AI
U.S. President Donald Trump is under pressure to respond to the growing success of Chinese AI models that many companies prefer to the more powerful, but pricier, U.S. versions from Anthropic or OpenAI.
Jul 24, 2026
0
12
Consumer & Gadgets
South Korean technology giant Samsung unveiled new, sleeker smartphone models Wednesday priced higher than previous models as artificial intelligence raises component costs.
Jul 22, 2026
0
19
Machine learning & AI
Kimi K3, a new artificial intelligence program from a Chinese startup called Moonshot AI, stunned the U.S. tech industry on Friday, setting off fresh discussion over the China–U.S. rivalry to dominate AI.
Jul 19, 2026
0
41
Electronics & Semiconductors
Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States.
Jul 16, 2026
0
4
Electronics & Semiconductors
India approved a new semiconductor program Wednesday, offering more than $13 billion in financial assistance to accelerate local chip production as it seeks to become a global electronics powerhouse.
Jul 15, 2026
0
8
Electronics & Semiconductors
Robotic transporters carrying silicon wafers whizz by on overhead rails at a new factory that Kioxia, one of Japan's most valuable companies, hopes can help it meet overwhelming AI-driven demand.
Jul 15, 2026
0
10
Business
IBM shares plunged 25% Tuesday after the U.S. tech giant released disappointing preliminary second-quarter results, blaming a shift in customer spending because of expected higher prices for memory chips and other AI-related ...
Jul 14, 2026
0
9
Business
South Korean chip giant SK hynix set pricing for its mega U.S. listing on Friday, raising $26.5 billion as it takes advantage of the AI boom in what will be one of the world's biggest-ever stock sales.
Jul 10, 2026
0
12
Business
South Korean technology giant Samsung Electronics forecast Tuesday a massive 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.
Jul 7, 2026
0
9
