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
On April 1, 2025, the Taiwanese manufacturer TSMC introduced the world's most advanced microchip: the 2 nanometer (2nm) chip. Mass production is expected for the second half of the year, and TSMC promises it will represent ...
Apr 7, 2025
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Electronics & Semiconductors
Intel and Taiwan Semiconductor Manufacturing Co (TSMC) have reached a preliminary agreement to form a joint venture to operate Intel's chipmaking facilities, tech news outlet The Information reported on Thursday.
Apr 4, 2025
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Business
Silicon Valley has been a universal symbol of innovation for decades. Because of its reputation, governments around the world have tried to foster their own versions by investing heavily in tech hubs.
Apr 1, 2025
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Electronics & Semiconductors
Japan said Monday it had decided to inject more than $5 billion extra into semiconductor venture Rapidus, which is aiming to mass-produce next-generation chips in the country from 2027.
Mar 31, 2025
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Business
Chinese smartphone maker giant Huawei said Monday that profits fell 28% last year as it faced international economic uncertainty and weak consumption at home.
Mar 31, 2025
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Business
American robotics companies are pushing for a national robotics strategy, including establishing a federal office focused on promoting the industry at a time when China is making intelligent robots a national priority.
Mar 27, 2025
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Business
Industry insiders at a semiconductor trade fair in Shanghai urged more cooperation between the Chinese chip sector and the rest of the world, despite growing trade tensions with Washington.
Mar 26, 2025
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Business
Chinese internet and gaming giant Tencent said on Wednesday that profits in the fourth quarter of 2024 surged 90% as the firm accelerates a push into artificial intelligence (AI).
Mar 19, 2025
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Business
Malaysia is making great strides in its effort to become a major player in the global semiconductor industry as it looks to capitalize on a surge in demand driven by the AI explosion, but analysts warn it faces headwinds.
Mar 19, 2025
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Business
Taiwanese tech giant Foxconn reported on Friday a lower-than-expected net profit for 2024 as consumer electronic gadgets underperformed, although demand for its artificial intelligence servers remained robust.
Mar 14, 2025
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