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
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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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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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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Business
US chip giant Nvidia said Tuesday it follows all laws after a Chinese investigation found it had breached antitrust rules, the latest development in a fierce tech battle between Beijing and Washington.
Sep 16, 2025
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Business
China said Monday that an investigation found US chip giant Nvidia had run afoul of the country's antitrust rules, and vowed an additional probe just after trade talks between Beijing and Washington entered a second day.
Sep 15, 2025
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Business
AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China.
Aug 28, 2025
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Electronics & Semiconductors
Chipmaker Intel has agreed to give the US government a 10% stake in its business, the company and President Donald Trump announced Friday.
Aug 23, 2025
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Business
Shipping Nvidia's H20 chips to China was "great" for Beijing and Washington and not a security threat, the tech giant's chief said Friday.
Aug 22, 2025
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