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    2. Semiconductors
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    • Friday, 10 November, 2023
      Semiconductor Manufacturing International Corp
      China’s biggest chipmaker warns geopolitics is stoking global glut

      Co-chief of SMIC says pressures to reshape supply chains are creating ‘excess capacity’

      SMIC headquarters in Shanghai
    • Thursday, 9 November, 2023
      Nvidia develops AI chips for China in latest bid to avoid US restrictions

      Technology’s performance has been moderated compared with what was previously sold in key market

      Nvidia chief Jensen Huang having a selfie during a technology show
    • Thursday, 9 November, 2023
      #techAsia
      Squeezed chipmakers and China’s EV rise Premium content

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

      A memory module
    • Thursday, 9 November, 2023
      LexArm Ltd
      Arm: newly listed chip designer waits for AI revolution Premium content

      Another large licensing deal is needed to raise post-IPO spirits

      Arm chief Rene Haas, centre, rings the opening bell with guests during the company’s IPO at Nasdaq in New York in September
    • Thursday, 9 November, 2023
      Arm Ltd
      Chip designer Arm’s shares fall after disappointing revenue forecast

      SoftBank-backed group reports first quarterly earnings since September IPO

      Rene Haas, Arm chief executive, at its Nasdaq IPO
    • Wednesday, 8 November, 2023
      Newport Wafer Fab Ltd
      Nexperia sells Newport Wafer Fab to US chip company for $177mn

      Deal draws line under years of uncertainty surrounding fate of UK’s biggest chipmaker

      Workers in the clean room for silicon semiconductor wafer manufacture at the Newport Wafer Fab
    • Friday, 3 November, 2023
      Inside BusinessRichard Waters
      Chip wars are coming to PCs

      A spate of new products are about to hit the market with Intel facing increasing competition

      Screen grab taken from Apple website showing the new MacBook Pro that has an M3 chip
    • Thursday, 2 November, 2023
      Special ReportInvesting in America
      ‘Our secret weapon’: how a university bolstered Phoenix’s rise as US chip capital

      Arizona State’s role in building a skilled labour force is part of a national trend as investors scramble for talent

      WP Carey School of Business at Arizona State University
    • Thursday, 2 November, 2023
      Yangtze Memory Technologies
      Costs of US chip curbs force China’s YMTC into major fundraising round

      Memory-chip maker was running out of cash after a year of combating Washington’s tighter controls

      Montage of advanced microchips, a Nand memory and a Yangtze Memory. In the background, the US and Chinese flags
    • Tuesday, 31 October, 2023
      Samsung Electronics Co Ltd
      Samsung foresees end of punishing memory chip slump in 2024

      South Korean electronics group signals inventory glut is easing after billions of dollars in losses

      A man passes a Samsung store holding a phone
    • Friday, 27 October, 2023
      Western Digital Corp
      Chipmaker Western Digital walks away from Kioxia merger talks

      Opposition from rival SK Hynix puts brakes on Bain Capital’s ambitions to create US-Japan chip giant

      SK Hynix solid-state drives
    • Thursday, 26 October, 2023
      Intel Corp
      Intel shares rise as PC chip recovery helps bolster earnings

      US semiconductor maker’s robust forecast points to a better end to the year after some struggles

      An Intel logo on a smartphone
    • Thursday, 26 October, 2023
      #techAsia
      Tech tensions and costlier iPhones

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

      CATL batteries on a table
    • Thursday, 26 October, 2023
      Chipmaker SK Hynix says it opposes merger between Kioxia and Western Digital

      South Korean company’s sign-off is needed for Bain Capital’s attempt to create a US-Japan chip champion

      SK Hynix logo
    • Wednesday, 25 October, 2023
      IPOs
      Kokusai Electric jumps 32% in Japan’s biggest IPO for five years

      Chip equipment maker’s debut comes as country rides wave of interest from foreign investors

      A person walking near the Tokyo Stock Exchange building in Tokyo
    • Tuesday, 24 October, 2023
      SenseTime
      US chip curbs stymie efforts by China surveillance group to diversify

      Hong Kong-based AI company SenseTime faces ‘end of the road’ for data centre ambitions

      SenseTime logo and Xu Li, cofounder
    • Friday, 20 October, 2023
      Tightened US rules throttle Alibaba and Baidu’s AI chip development

      Chinese tech groups restricted to using outdated processors as Washington aims to curtail Beijing’s AI ambitions

      People attend a forum about artificial intelligence in Beijing
    • Thursday, 19 October, 2023
      Broadcom Inc
      Beijing weighs delaying approval of $69bn Broadcom-VMware deal

      Move would come in wake of tougher US controls on Chinese access to high-performance chips

      Broadcom logo on a screen
    • Thursday, 19 October, 2023
      TSMC optimistic over premium chip demand despite revenue hit

      World’s biggest contract manufacturer sees broader recovery for semiconductors next year

      The Taiwan Semiconductor Manufacturing Company building in Taiwan
    • Thursday, 19 October, 2023
      #techAsia
      Taiwan’s chip oracle and Japan’s new ‘wood’ Premium content

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

      Morris Chang wearing a white shirt, waving to the crowd
    • Wednesday, 18 October, 2023
      LexNvidia
      AI chip start-ups: Nvidia is proving a difficult stone to dislodge  Premium content

      Ravenous demand for AI services and the desire not to rely on one company spur Nvidia’s rivals

      Jensen Huang, founder and chief executive of Nvidia
    • Wednesday, 18 October, 2023
      Bain Capital’s ambitions to create US-Japan chip champion in jeopardy

      Kioxia and Western Digital merger opposed by South Korean chipmaker SK Hynix

      A picture of a Western Digital building
    • Wednesday, 18 October, 2023
      Artificial intelligence
      Nvidia and iPhone maker Foxconn tie-up to build ‘AI factories’

      Collaboration announcement comes a day after US tightens rules on chip sales to China

      Jensen Huang and Young Liu
    • Wednesday, 18 October, 2023
      Oren Cass
      Rebuilding US industry via green transition makes no sense

      The US needs an industrial finance authority with a long-term commitment to drive both public and private capital

      Electrician apprentices, a man and a woman, practice working on a programmable logic controller at the Kentuckiana Electrical Apprenticeship and Training trade school in Louisville, Kentucky,
    • Wednesday, 18 October, 2023
      Special ReportUS Manufacturing
      Worries over skills gap overshadow US jobs boom

      Companies are working in-house and with colleges to boost technical expertise

      Employees wearing cleanroom suits walk beneath Automated Material Handling Systems (AMHS) vehicle robots moving along tracks on the ceiling inside the GlobalFoundries semiconductor manufacturing facility in Malta, New York
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