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
Taiwan's leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence.
Oct 16, 2025
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25
Business
Dutch tech giant ASML warned Wednesday of a steep fall in its China business next year, as it booked flat net profits in the third quarter of 2025 compared to the same period last year.
Oct 15, 2025
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Business
Chipmaker Nexperia said Tuesday the Chinese government had banned it from exporting goods from China, after Dutch authorities seized control of the Netherlands-based firm citing management concerns.
Oct 14, 2025
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Electronics & Semiconductors
China's push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.
Oct 6, 2025
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Electronics & Semiconductors
South Korea recorded its highest ever semiconductor exports in September, official data showed Wednesday, despite growing pressure from US tariffs and other restrictions on the crucial sector.
Oct 1, 2025
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Electronics & Semiconductors
When Prime Minister Narendra Modi declared India's "late entry" into the global semiconductor race, he pinned hopes on pioneers such as Vellayan Subbiah to create a chip innovation hub.
Oct 1, 2025
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Business
Taiwan "will not agree" to making 50% of its semiconductors in the United States, the island's lead tariff negotiator said Wednesday, as Washington pressures Taipei to produce more chips on US soil.
Oct 1, 2025
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37
Business
Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that's now partially owned by the US government.
Sep 25, 2025
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31
Consumer & Gadgets
The US has imposed a 50% tariff on most Indian exports, following through on its threat to raise them from 25%. Although they are formally applied to goods, there are fears that tariffs could also unleash a domino effect ...
Sep 24, 2025
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Electronics & Semiconductors
China's Huawei Technologies said Thursday that it would roll out the world's most powerful AI computing clusters over the next two years as it seeks to outperform global leaders despite relying on less powerful domestic semiconductors.
Sep 18, 2025
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