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
Nvidia on Wednesday reported earnings that topped market expectations, with a $4.5 billion hit from US export controls being less than the Silicon Valley chip juggernaut had feared.
May 29, 2025
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Electronics & Semiconductors
Tech giant Xiaomi unveiled a new advanced in-house mobile chip on Thursday, a significant milestone for the company as Chinese firms shift resources toward home-grown technology against a bleak international trade backdrop.
May 22, 2025
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Electronics & Semiconductors
Chinese tech giant Xiaomi will invest 50 billion yuan ($6.9 billion) in developing high-end smartphone chips, the firm's founder said on Monday.
May 19, 2025
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Electronics & Semiconductors
China has blasted a new U.S. rule against use of Ascend computer chips made by Huawei Technologies anywhere in the world, chafing Thursday against the limitations of a temporary truce in the trade war between the two biggest ...
May 15, 2025
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Business
Inside one of South Korea's oldest semiconductor research institutes, the cleanrooms and workshops are calm and immaculate, but outside the Seoul National University campus, a chip storm is brewing.
May 14, 2025
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Consumer & Gadgets
The US tariffs barrage and the bounding cost of producing games have prompted manufacturers like Sony and Microsoft to announce price hikes on consoles, in an industry shift experts say is set to last.
May 13, 2025
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Business
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major tech companies and foreign governments, ...
May 8, 2025
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Business
As Donald Trump threatens a second wave of 'reciprocal tariffs'—not just on China, but on Southeast Asian countries allegedly helping Beijing dodge US sanctions—a new chapter in the global chip war is unfolding.
May 8, 2025
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Electronics & Semiconductors
The EU is lagging behind in the global race to produce microchips, and looks set to fall well short of its target to claim a fifth of the world's market, the bloc's auditors said Monday.
Apr 28, 2025
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Electronics & Semiconductors
President Xi Jinping said China must "overcome" the challenges of developing core AI technologies including high-end chips, state media reported Saturday, as Beijing seeks to become a world leader in the rapidly developing ...
Apr 26, 2025
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