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Semiconductors

  • Friday, 2 August, 2024
    Intel Corp
    Intel shares fall 26% on plans to cut 15,000 jobs

    US chipmaker says it will also reduce capital spending as turnaround strategy hits another setback

  • Friday, 2 August, 2024
    Artificial intelligence
    Elliott says Nvidia is in a ‘bubble’ and AI is ‘overhyped’

    Hedge fund tells clients many supposed applications of the technology are ‘never going to actually work’

    Nvidia logo on a phone, next to computer motherboard
  • Friday, 2 August, 2024
    LexIntel Corp
    Intel’s drastic cuts will not fix its fundamental flaws Premium content

    Production issues and strategic mis-steps allowed rivals to charge ahead

    Pat Gelsinger delivers a speech
  • Friday, 2 August, 2024
    UnhedgedRobert Armstrong
    RIP semiconductor rally? Premium content

    A cornerstone of the bull market suddenly looks wobbly

  • Wednesday, 31 July, 2024
    Artificial intelligence
    Nvidia and chip shares soar as Microsoft increases AI spending

    Chipmaking stocks become increasingly sensitive to investment plans of a handful of Big Tech groups

    Nvidia chief executive Jensen Huang, onstage with Meta chief Mark Zuckerberg at a computer graphics and interactive techniques conference
  • Wednesday, 31 July, 2024
    Technology sector
    Nvidia shares close down 7% as tech sell-off reignites

    Chipmaker has lost about $750bn in market value over the past six weeks

    A smartphone with a Nvidia logo on it placed on a computer motherboard
  • Tuesday, 30 July, 2024
    Chris Miller
    The global chip war could turn into a cloud war

    Security hawks in Washington worry that infrastructure deals risk the future of AI

    Technician working in large data center
  • Thursday, 25 July, 2024
    Equities
    Wall Street extends tech rout for third day

    US tracks Europe and Asia lower as investors punish companies for missing earnings targets

    Nasdaq screen on July 25 2024
  • Thursday, 18 July, 2024
    OpenAI
    OpenAI and Broadcom in talks about developing new AI chip

    ChatGPT maker seeks ways to expand capacity as it aims to stay ahead of its rivals

    OpenAI logo near a computer motherboard in an illustration
  • Thursday, 18 July, 2024
    LexTaiwan Semiconductor Manufacturing Co Ltd
    Chip growth isn’t enough to protect TSMC Premium content

    Rising political risks for the contract chipmaker and other companies operating in Taiwan cannot be ignored

    A person walks past a Taiwan Semiconductor Manufacturing Co logo  in Hsinchu, Taiwan
  • Thursday, 18 July, 2024
    Taiwan Semiconductor Manufacturing Co Ltd
    TSMC raises hopes of a prolonged AI boom

    Taiwanese chipmaker lifts full-year forecast and shrugs off hostile comments by Donald Trump

    CC Wei
  • Wednesday, 17 July, 2024
    Chip stocks tumble as Trump comments rattle investors

    Markets also fret over report that US is looking to impose tougher semiconductor trade restrictions on China

    A smartphone chip with the TSMC logo
  • Wednesday, 17 July, 2024
    Lex
    Chip sector caught in battle of AI versus geopolitics Premium content

    It is not just high-end equipment manufacturers such as ASML that will be hurt by US-China trade tensions

    ASML employees at work at the company’s plant in Veldhoven, Netherlands
  • Tuesday, 16 July, 2024
    News in-depthIntel Corp
    Intel venture arm’s China tech stakes raise alarm in Washington

    Silicon Valley chipmaker has invested in more than 40 Chinese start-ups while also receiving billions in US grants

    An Intel chip
  • Sunday, 14 July, 2024
    News in-depthSamsung Electronics Co Ltd
    Samsung’s ‘chip crisis’: AI ambitions hit by unprecedented worker unrest

    Korean tech giant risks losing disenchanted engineers to domestic rival SK Hynix

    Samsung head of mobile on stage at a launch event in Paris
  • Sunday, 14 July, 2024
    Nvidia
    Nvidia could reach $50tn market cap in a decade, says top tech investor

    Early Tesla and Amazon backer James Anderson sees chipmaker’s potential scale as ‘way higher than I’ve ever seen’

    Nvidia CEO Jensen Huang at an event at the Sphere in Las Vegas
  • Thursday, 11 July, 2024
    SoftBank Group Corp
    SoftBank buys UK chipmaker Graphcore in AI push

    Deal will give Bristol-based company a resource boost while advancing the ‘next big bet’ of Masayoshi Son’s group

    Graphcore founders, Simon Knowles, left, and Nigel Toon, right, at Graphcore headquarters in Bristol
  • Thursday, 11 July, 2024
    UnhedgedRobert Armstrong
    Are the Nvidia sceptics right? Premium content

    A brave minority

    Nvidia chips
  • Wednesday, 10 July, 2024
    Advanced Micro Devices Inc
    AMD to buy Silo AI for $665mn in drive to compete with Nvidia

    All-cash acquisition by California-based chipmaker is the largest of its kind in Europe in a decade

    An employee inspects AMD graphics processing units at a crypto farm in Romania
  • Wednesday, 10 July, 2024
    War in Ukraine
    Type of Russian missile that struck Kyiv children’s hospital uses western components

    Kremlin has turned to microprocessors and other technology not intended for military use to skirt sanctions

    A montage of photos of components of the Kh-101 missile and the aftermath of a missile strike
  • Monday, 8 July, 2024
    Samsung Electronics Co Ltd
    Samsung Electronics hit by unprecedented 3-day strike

    Thousands of workers take action over pay and conditions at South Korean tech company

    Smasung workers line up on stage during a rally outside the company’s semiconductor plant in Hwaseong
  • Friday, 5 July, 2024
    Samsung Electronics Co Ltd
    Samsung expects profits to surge on demand for AI chips

    World’s largest memory chipmaker forecasts 15-fold rise in second-quarter figures

    A Samsung sign outside the company’s offices in Seoul
  • Thursday, 4 July, 2024
    Nvidia
    Nvidia to make $12bn from AI chips in China this year despite US controls

    Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions

    Nvidia chief Jensen Huang
  • Friday, 28 June, 2024
    Artificial intelligence
    Nvidia partner Lambda Labs seeks $800mn as AI computing demand soars

    Silicon Valley start-up that rents out servers powered by chip giant seeks to capitalise on investor interest

    An Nvidia Cop. Quantum-X800 InfiniBand Platform
  • Monday, 24 June, 2024
    Nvidia
    Nvidia share slide erases more than $550bn in market value

    Chipmaker’s shares have fallen 16% since Thursday, ending brief stint as world’s most valuable company last week

    A person walks pass a Nvidia logo at Computex in Taipei, Taiwan
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