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
This week, US President Donald Trump approved previously banned exports of Nvidia's powerful H200 artificial intelligence (AI) chips to China.
Dec 14, 2025
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Electronics & Semiconductors
Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand from the build-out of artificial intelligence infrastructure.
Nov 28, 2025
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Robotics
More than 150 Chinese companies are making humanoid robots but a market bubble risks forming in the rapidly growing futuristic industry, a Beijing official has warned.
Nov 28, 2025
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Business
U.S.-China collaboration in technology research has fallen steadily to the lowest in 20 years, a shift an Australian think tank warns could reshape global innovation vital to security and economic growth.
Nov 26, 2025
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Electronics & Semiconductors
Japanese chipmaker Rapidus plans to start building a second factory to produce cutting-edge semiconductors in a race with Taiwanese industry leader TSMC, local media reports said.
Nov 26, 2025
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Electronics & Semiconductors
Shoppers could face higher prices for phones, laptops and other gadgets next year, manufacturers and analysts warn, as AI data centers hoover up memory chips used in consumer electronics.
Nov 20, 2025
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Electronics & Semiconductors
A battle for control of a little-known chipmaker has threatened global auto production by choking off the semiconductor supply chain, though there are signs the crisis is inching toward a resolution.
Nov 8, 2025
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Business
Flashy AI, robotics and self-driving cars will be on show at the annual Web Summit in Lisbon from Monday, but global tensions over high-tech trade, competition and sovereignty will be weighing on the minds of entrepreneurs, ...
Nov 7, 2025
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Electronics & Semiconductors
US tech giant Nvidia said on Friday it will supply 260,000 of its most cutting-edge chips to South Korea, as CEO Jensen Huang met President Lee Jae Myung and the heads of the country's biggest companies on the sidelines of ...
Oct 31, 2025
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Automotive
German premium carmaker Mercedes-Benz sought to reassure investors Wednesday over a feared shortage of microchips as it reported plunging third-quarter profits.
Oct 29, 2025
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