#semiconductors
53 stories
The West Needs a Pax Biologica
China's biomanufacturing surge threatens U.S. industrial dominance without immediate policy shifts.
Foreign Policy · 1m
Japan's Kioxia Market Value Drops
Japan's Kioxia loses two-thirds of peak market value as Chinese chip rivals rise.
Nikkei Asia · 1m
China's trade surplus hits $938 billion as exports surge
China's exports grew 36.3% in September, putting it on track to break last year's record trade surplus as the EU and US pressure Beijing to rebalance.
Fortune · 1m
China's September exports surge as chip shipments double
China's exports jumped 36.3% in September, with chip shipments doubling despite US restrictions.
Startup Fortune · 1m
Economic Espionage for U.S. Tech Leaders
U.S. should spy on foreign companies to protect frontier tech from Chinese competition.
Foreign Affairs · 1m
IMF Lowers Latin America Growth, Raises South Korea
IMF cuts Latin America growth forecast to 2.3% while boosting South Korea to 3.3% on AI exports.
BigGo Finance · 1m
India's Kaynes Semicon Targets $31m Revenue
India's chip maker seeks foreign help to hit $31m revenue by March 2027.
Nikkei Asia · 1m
AI Companies Drive 31% Earnings Uptick
AI firms expected to boost S&P 500 earnings 31% in Q3.
Pymnts · 1m
India’s Techade Drive: Five Key Moves
India commits billions to semiconductors, AI and electronics to become global tech leader.
Malay Mail · 1m
Trump’s 100% US Tech Push Costs Billions
Trade group warns Trump’s goal to make all tech in the US by 2031 would cost $185-230 billion and hurt consumers.
Ars Technica · 1m
Vinci Closes $250M Series B at $1.5B Valuation
Vinci secures $250m Series B funding at $1.5b valuation to expand AI physics platform beyond semiconductors.
AI Insider · 1m
Vishay Shares Drop 7.6% in Sector Selloff
Vishay Intertechnology shares fell 7.6% amid sector-wide selling as investors rotated out of semiconductors.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Samsung Q3 Profit Surges 9x in AI Chip Boom
Samsung's Q3 profit jumps nearly 9 times to $80bn as AI chip demand soars.
Nikkei Asia · 1m
India-Europe Tech Partnership Grows
India and Europe deepen AI and semiconductor ties to reshape global order.
Financialexpress · 2m
Trump and Xi's AI Chip Battle
Trump and Xi meet to decide who controls AI's future: chips or China's alternative.
Fox News · 1m
Malaysia's SkyeChip Targets Japan
Malaysian chip firm SkyeChip joins Japan's Rapidus to build custom AI processors.
Nikkei Asia · 1m
Trump meets Xi as U.S. allies drift toward Beijing
Strains with traditional partners have weakened America's ability to isolate China ahead of the summit.
CNBC · 4m
Japan's Rapidus partners with 17 firms for chip design
Japan's Rapidus helps 17 companies design custom chips for clients.
Nikkei Asia · 1m
Trump and Xi meet, but the silence speaks volumes
A summit between the US and China produced modest trade gains and new AI talks, but left the biggest disputes unresolved.
BBC News · 2m
Xi's tech push turns U.S. containment into fuel
Washington's blockade is accelerating China's hard-tech rise, not slowing it. Xi arrives in Washington with AI on the agenda but Beijing already moving ahead.
Fortune · 2m
America must compete and cooperate with China on AI
The U.S. needs to outpace China technologically while working together on AI safety risks that threaten both nations.
TIME · 2m
Nvidia Stock Surges After $1 Trn Wipe
Nvidia shares rebounded 3% after wiping $1 trillion from market cap.
mint · 1m
Maharashtra Signs 67 MoUs Worth Rs 8.57 Lakh Crore
Maharashtra government signs 67 MoUs worth Rs 8.57 lakh crore to create 2.91 lakh jobs.
Financialexpress · 2m
Japan local governments boost Taiwan chip investment ties
Japanese cities push for Taiwan partnerships to secure AI and semiconductor growth.
Nikkei Asia · 1m
U.S. and China cut tariffs on sixty billion dollars of goods
The two countries agree to lower duties on everyday products from coal to toys under a new framework designed to ease trade tensions.
TIME · 3m
India Leads Global Tech Innovation for Autodesk
Autodesk executive names India's rise in AI and engineering as key to global tech growth.
The Economic Times · 1m
Marvell Stock Rallies on AI Chip Deal Rumors
Marvell shares surge after AI chip supply deal rumors.
Yahoo Finance · 1m
Nvidia's AI Power Test
Nvidia's AI dominance faces its biggest challenge yet.
TradingView · 1m
Praj Industries Shifts to Data Centres
Praj Industries bets on data centres and semiconductors after ethanol slowdown.
The Economic Times · 1m
AI Security Risk If US Lags
US must build AI data centers to avoid national security disaster.
Fox News · 1m
Intel's AI Chip Revival
Intel's AI chip pivot could reshape global tech power.
TradingView · 1m
SBI Chief Predicts Sunrise Sectors Drive Global Investment
SBI's Setty identifies renewables, semiconductors and green tech as next global investment frontiers
The Economic Times · 1m
Singapore startup bets on 2D semiconductors for chip fabs
Nexstrom is raising funds to manufacture ultra-thin transistors at scale, targeting production between 2030 and 2035.
TechCrunch · 1m
Bill Gates' fund bets on 21 startups to power the future
Breakthrough Energy backs fusion, semiconductors, and climate adaptation as electricity demand is set to triple.
TechCrunch · 1m
Apollo bets big on AI hardware startups
The investment giant is backing chip makers and factory builders to finance the infrastructure boom.
Pymnts · 1m
Huawei accelerates AI chip launch to challenge Nvidia
Chinese tech giant moves Ascend 960DT release up by six months as it races to compete in AI semiconductors.
TechCrunch · 1m
India's semiconductor sector hits global standards
India's five chip packaging plants are now meeting world-class quality and cost benchmarks, with over 100,000 new jobs expected.
The Economic Times · 1m
3 chip stocks poised for AI boom
Broadcom, Micron, and Marvell raised guidance as hyperscalers accelerate AI infrastructure spending.
Yahoo Finance · 2m
South Korea's chipmakers now recruit before graduation
Samsung and SK Hynix are funding university degrees that hand students a job years before they finish.
CNBC · 2m
Huawei's new Kirin chip, minus America
Huawei says the Kirin 9050 Pro contains no US technology, but the machines that made it tell a different story.
TechRadar · 2m
Dow slides 328 points as the Fed holds its breath
Oil near $107, a 10-year yield above 5%, and a rate cut everyone already expects made for a jittery Tuesday.
Kiplinger · 2m
Broadcom's CEO shrugs off the AI slowdown talk
Hock Tan says Anthropic's call to slow down changes nothing about Broadcom's $230 billion AI target.
CNBC · 1m
Europe's AI trade slams into reverse
One call for slower AI development wiped billions off Europe's chip suppliers in a single session.
Yahoo Finance · 1m
Cornelis raises $205M to take on Nvidia
An Intel spinoff just landed $205 million betting that the way AI chips talk to each other is the weak spot in Nvidia's grip.
TechCrunch · 1m
Three stocks built for the long haul
A FTSE 100 trust manager names three companies riding structural shifts in payments, power and live music.
MoneyWeek · 2m
NVIDIA's $1.4 trillion war chest
An analyst thinks NVIDIA could pile up $1.4 trillion in cash by 2031, enough to out-bank the banks funding the AI boom.
Yahoo Finance · 2m
Goldman just put a number on the robot decade
A bank, not a chipmaker, set the benchmark: 6.5 million humanoid robots shipped by 2035, and every layer of the stack is already booking revenue.
Yahoo Finance · 2m
Who joins the $1 trillion chip club next
Five semiconductor names already cleared $1 trillion, and two more have a credible path there by 2028.
Yahoo Finance · 2m
NEC quits quantum after 30 years
The company that built the first solid-state qubit just walked away from the hardware it invented.
TechRadar · 1m
ABM's cash flow snapped back, but the business split in two
Free cash flow jumped $157 million and guidance went up, yet the market is still pricing ABM like nothing changed.
Yahoo Finance · 1m
Patagonia's pitch to Big AI, and Canada's bruised feelings
Argentina wants the data centers America keeps rejecting, and Canada is aiming its tariffs at Harley-Davidson on purpose.
NPR · 2m
Enflame jumps 206% as China's chip bet pays off
The last of China's "four little dragons" of AI chipmaking hit the market and investors went in hard.
CNBC · 1m
Chip Giants Unite Around ASML’s $400M Next-Gen Lithography
TSMC, Samsung, and Intel are adopting high NA EUV and a new photomask standard to dramatically boost future chip production.
Ars Technica · 1m