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
The US Commerce Department on Tuesday opened the door for Nvidia to sell advanced artificial intelligence chips in China with restrictions, following through on a policy shift announced last month by President Donald Trump.
Jan 14, 2026
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Electronics & Semiconductors
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of memory needed for them to work.
Jan 9, 2026
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Electronics & Semiconductors
Taiwan's world-leading microchip manufacturer TSMC says it has started mass producing next-generation "2-nanometer" chips.
Dec 31, 2025
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Business
For a reading of Wall Street's shifting mood on the artificial intelligence investment boom, take a look at the daily fluctuations of Oracle stock, analysts say.
Dec 19, 2025
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Business
Shares in China's MetaX, which makes high-end chips used to power AI systems, rocketed more than 750% on its debut in Shanghai on Wednesday, fueled by hopes of the country's potential to challenge US powerhouse Nvidia.
Dec 17, 2025
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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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