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Semiconductors

  • Thursday, 9 January, 2025
    #techAsia
    Nvidia’s AI PC gambit and China’s flying car flex Premium content

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Jensen Huang
  • Wednesday, 8 January, 2025
    LexSamsung Electronics Co Ltd
    Samsung’s revival still hangs on winning Nvidia’s AI custom Premium content

    South Korean group is one of only a few chipmakers with the ability to produce memory chips essential for AI applications

    Samsung screens and products at the CES tech show in Las Vegas
  • Wednesday, 8 January, 2025
    Samsung Electronics Co Ltd
    Samsung’s profit estimates disappoint as it fights for Nvidia’s AI business

    Fourth-quarter earnings hit by greater investments in advanced chip manufacturing

    Samsung’s HBM3E chip stacked on top of other DDR modules
  • Wednesday, 1 January, 2025
    News in-depthNvidia
    Nvidia invested $1bn in AI deals in 2024

    Group emerges as crucial backer of start-ups seeking to gain from the tech revolution its chips are powering

    The Nvidia logo is centrally positioned on a blue background, surrounded by the logos of Run: AI, OctoAI, Deci, and Shoreline.io.
  • Thursday, 26 December, 2024
    AI phones could sustain chip sector if data centre spending slows, says Nvidia supplier

    Advantest chief warns any faltering in Big Tech’s AI investments will reverberate through supply chain

    Close-up of Blackwell GPU
  • Monday, 23 December, 2024
    US launches probe into Chinese semiconductor industry

    Investigation comes just weeks before Biden administration hands over to president-elect Donald Trump

    An employee in protective clothing examines a semiconductor wafer in a clean room at a semiconductor manufacturing enterprise in Fuzhou, China.
  • Saturday, 21 December, 2024
    Qualcomm claims trial win in dispute with Arm over chip design licences

    UK company says it will seek retrial after partial verdict in case over 2021 acquisition

    Qualcomm logo on a phone
  • Friday, 20 December, 2024
    Broadcom Inc
    Broadcom chief Hock Tan says AI spending frenzy to continue until end of decade

    CEO said Big Tech groups are ‘investing full tilt’ as US chipmaker soars to more than $1tn valuation

    montage of Hock Tan, Broadcom’s chief executive, with company logo
  • Thursday, 19 December, 2024
    #techAsia
    Huawei’s five-year fight and Kioxia’s long-awaited listing Premium content

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Huawei phones are displayed at a flagship store in Beihing
  • Wednesday, 18 December, 2024
    Sir Geoffrey Owen
    There’s an opportunity for the UK in semiconductors

    The country has lagged behind on manufacturing but a fast-expanding sector offers a way forward

    A worker inspects a semiconductor wafer at what was known as the Newport Wafer Fab plant
  • Wednesday, 18 December, 2024
    Technology sector
    Start-up Vultr hits $3.5bn valuation in funding frenzy for AI cloud groups

    Data centre operator raises $333mn from investors in bet that companies will look for alternatives to Microsoft and Google

    Vultr advertising banners
  • Wednesday, 18 December, 2024
    IPOs
    Chipmaker Kioxia rises on debut at the end of Bain’s long road to IPO

    Private equity group finally floats Japanese flash memory provider at a valuation far below what it paid in 2018

    Memory card products on display at the entrance to Kioxia’s HQ in Tokyo
  • Wednesday, 18 December, 2024
    Nvidia
    Microsoft acquires twice as many Nvidia AI chips as tech rivals

    OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systems

    Montage of Satya Nadella, the Microsoft logo and an Nvidia chip
  • Tuesday, 17 December, 2024
    UnhedgedRobert Armstrong
    Where the US-China trade war meets AI hype Premium content

    Semiconductor toolmaking is a great business, but the geopolitics are daunting

  • Monday, 16 December, 2024
    Chip groups Arm and Qualcomm square off in high-stakes US trial

    Legal fight that started with a $1.4bn acquisition has severely strained companies’ relationship

    Arm and Qualcomm logos
  • Monday, 16 December, 2024
    FT News Briefing podcast11 min listen
    Arm and Qualcomm head to court

    The legal fight has severely strained the companies’ relationship

  • Tuesday, 10 December, 2024
    LexNvidia
    Nvidia’s profit smorgasbord attracts an ant invasion Premium content

    China’s antitrust authorities aren’t the only ones eyeing the chipmaker’s hold over the market

    A smartphone with a displayed Nvidia logo is placed on a computer motherboard in this illustration
  • Tuesday, 10 December, 2024
    Special ReportInvesting in America
    US chipmaking boom in doubt after Biden’s defeat

    Executives wary after president-elect Donald Trump criticised subsidy programme in Chips Act as a ‘bad’ deal

  • Tuesday, 10 December, 2024
    FT News Briefing podcast12 min listen
    Vanguard doubles down on wealth management

    The asset manager is carving out its $900bn wealth and advice business into a separate unit

  • Monday, 9 December, 2024
    Nvidia
    China launches antitrust probe into Nvidia

    Move comes as tensions deepen between Washington and Beijing over development of AI

    A smartphone displaying an Nvidia logo is placed on a computer motherboard
  • Friday, 6 December, 2024
    Chris Miller
    How the chip war could turn under Trump

    From tariffs to AI demand, US companies are pondering what comes next

    Ann Kiernan illustration of Manhattan skyline strewn with AI chips and dots
  • Friday, 6 December, 2024
    News in-depthIntel Corp
    What Pat Gelsinger’s exit means for Intel and the US Chips Act

    The Silicon Valley-based company could scale back its semiconductor manufacturing business in a blow to American ambitions

    A montage of Pat Gelsinger holding a chip over a blue close-up of an Intel chip
  • Thursday, 5 December, 2024
    Business InsightRichard Waters
    Will Washington need to step up to support Intel?

    Exit of CEO Pat Gelsinger maybe a sign of a shift in attitude by the company’s board to a huge strategic overhaul

    Pat Gelsinger
  • Thursday, 5 December, 2024
    US-China trade dispute
    China’s shift to local chips gains momentum from latest US export controls

    Industry associations urge companies to switch, saying American semiconductors are ‘no longer safe or reliable’

    Illustrated montage of a computer chip in the foreground and the US and Chinese flags in the background
  • Wednesday, 4 December, 2024
    xAI
    Musk plans to expand Colossus AI supercomputer tenfold

    Facility in Memphis expected to incorporate more than 1mn GPUs as billionaire’s xAI aims to catch up with rivals

    The xAI logo and a computer motherboard in the foreground
Previous page You are on page 1 Next page

Most Read

  1. Nvidia’s AI PC gambit and China’s flying car flex Premium content
  2. Samsung’s revival still hangs on winning Nvidia’s AI custom Premium content
  3. Samsung’s profit estimates disappoint as it fights for Nvidia’s AI business
  4. Nvidia invested $1bn in AI deals in 2024
  5. Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips

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