<![CDATA[Semiconductors]]>https://www.ft.com/stream/8b010053-6a9c-4c39-be1e-28856e47b874RSS for NodeMon, 26 Feb 2024 05:52:15 GMT15<![CDATA[AI boom catapults Nvidia into tech’s big league]]>https://www.ft.com/content/1f8b317d-fcce-4f5b-9e54-8315e102ec101f8b317d-fcce-4f5b-9e54-8315e102ec10Fri, 23 Feb 2024 19:00:47 GMT<![CDATA[Meet Besi — the European AI champion riding Nvidia’s coattails]]>https://www.ft.com/content/ad798e3c-a78f-4a04-ad09-dc3c63216fddad798e3c-a78f-4a04-ad09-dc3c63216fddFri, 23 Feb 2024 14:41:06 GMT<![CDATA[Nvidia sales surge on AI ‘tipping point’ ]]>https://www.ft.com/content/44b95cc8-9c94-452c-a35b-1f25ba9b540a44b95cc8-9c94-452c-a35b-1f25ba9b540aThu, 22 Feb 2024 22:59:01 GMT<![CDATA[Good luck catching up to Nvidia ]]>https://www.ft.com/content/1a6dc679-0a8e-4317-9ab8-cfd0677b0bd91a6dc679-0a8e-4317-9ab8-cfd0677b0bd9Thu, 22 Feb 2024 00:50:32 GMT<![CDATA[Intel to manufacture chips for Microsoft as AI drives demand]]>https://www.ft.com/content/be22fa9d-d5ff-415d-b7d0-1b756751e344be22fa9d-d5ff-415d-b7d0-1b756751e344Wed, 21 Feb 2024 19:34:22 GMT<![CDATA[Vietnam dangles semiconductor incentives to draw foreign companies]]>https://www.ft.com/content/17ee962c-18ea-4197-9aad-711fa0f6c85717ee962c-18ea-4197-9aad-711fa0f6c857Wed, 21 Feb 2024 00:00:55 GMT<![CDATA[Hedge funds reap big gains after ramping up bets on Nvidia]]>https://www.ft.com/content/19ec60a8-41e3-4290-9da6-701211d510f419ec60a8-41e3-4290-9da6-701211d510f4Sun, 18 Feb 2024 05:00:13 GMT<![CDATA[How hardware is (still) eating the world]]>https://www.ft.com/content/f5af334d-a597-4744-bce3-a1f9dbd7b119f5af334d-a597-4744-bce3-a1f9dbd7b119Thu, 15 Feb 2024 12:47:11 GMT<![CDATA[Renesas’s shopping spree shows concerns about Japan Inc’s dealmaking]]>https://www.ft.com/content/dde072ba-1b02-4e31-a8ba-8c2d415b88f8dde072ba-1b02-4e31-a8ba-8c2d415b88f8Thu, 15 Feb 2024 11:15:53 GMT<![CDATA[Japanese chipmaker Renesas steps up deal spree with $5.8bn Altium bid]]>https://www.ft.com/content/afb684c5-28b5-4221-b53a-9bb9b4ce0a0aafb684c5-28b5-4221-b53a-9bb9b4ce0a0aThu, 15 Feb 2024 02:57:36 GMT<![CDATA[AI hype has echoes of the telecoms boom and bust]]>https://www.ft.com/content/dc47c5f3-9bd4-4da0-a5cb-c795efd14c9cdc47c5f3-9bd4-4da0-a5cb-c795efd14c9cWed, 14 Feb 2024 05:00:23 GMT<![CDATA[Arm’s an AI stock now. When’s the crash?]]>https://www.ft.com/content/98b9be44-6f64-4afd-b431-bd1ffca736fa98b9be44-6f64-4afd-b431-bd1ffca736faTue, 13 Feb 2024 14:02:21 GMT<![CDATA[Is Arm really an AI stock?]]>https://www.ft.com/content/e585533d-fed8-44dc-8a4a-b08ff7f65e1fe585533d-fed8-44dc-8a4a-b08ff7f65e1fTue, 13 Feb 2024 06:30:24 GMT<![CDATA[The risks of US-China decoupling]]>https://www.ft.com/content/6072fef7-f32d-491a-84b8-c1c25c1f828a6072fef7-f32d-491a-84b8-c1c25c1f828aFri, 09 Feb 2024 14:00:06 GMT<![CDATA[Arm shares soar almost 50% as AI demand boosts revenues]]>https://www.ft.com/content/f70c0629-4bb0-48ff-8ea5-9658495cb1f8f70c0629-4bb0-48ff-8ea5-9658495cb1f8Thu, 08 Feb 2024 21:43:56 GMT<![CDATA[Nvidia share price juggernaut will not be stopped easily]]>https://www.ft.com/content/8861f416-2b06-4671-8efa-c9be7790f5a38861f416-2b06-4671-8efa-c9be7790f5a3Thu, 08 Feb 2024 18:08:56 GMT<![CDATA[Nvidia in demand and an AI chip boon for Japan]]>https://www.ft.com/content/b48c7a24-23c9-4db5-bd6a-a00c4e324916b48c7a24-23c9-4db5-bd6a-a00c4e324916Thu, 08 Feb 2024 07:42:27 GMT<![CDATA[German patent court rules against Intel over some of its chips ]]>https://www.ft.com/content/981f3b39-30f5-4da2-9819-23bebc1a8846981f3b39-30f5-4da2-9819-23bebc1a8846Wed, 07 Feb 2024 18:54:09 GMT<![CDATA[AI boom drives demand for server-cooling technology]]>https://www.ft.com/content/b83bdff9-83c5-42dc-a8db-854fcfb2cc95b83bdff9-83c5-42dc-a8db-854fcfb2cc95Wed, 07 Feb 2024 00:00:07 GMT<![CDATA[Nvidia chip prices soar in Asia as US export curbs and AI boom drive demand]]>https://www.ft.com/content/f6ec6fa8-04fa-4c80-862c-f5a491ac04f8f6ec6fa8-04fa-4c80-862c-f5a491ac04f8Wed, 07 Feb 2024 00:00:07 GMT<![CDATA[China on cusp of next-generation chip production despite US curbs]]>https://www.ft.com/content/b5e0dba3-689f-4d0e-88f6-673ff4452977b5e0dba3-689f-4d0e-88f6-673ff4452977Tue, 06 Feb 2024 05:00:46 GMT<![CDATA[‘Sell Nvidia’ ]]>https://www.ft.com/content/e1beb7a5-6c91-4d7f-bc90-79689774881de1beb7a5-6c91-4d7f-bc90-79689774881dMon, 05 Feb 2024 18:30:44 GMT<![CDATA[Japan’s JSR in patent dispute with US university over breakthrough chip technology ]]>https://www.ft.com/content/c61c0b01-5627-47cb-8fa6-796fba944fc5c61c0b01-5627-47cb-8fa6-796fba944fc5Sun, 04 Feb 2024 14:21:51 GMT<![CDATA[China chases AI memory and cooling tech heats up]]>https://www.ft.com/content/28255b3f-8884-449a-90f0-fc0106cf774e28255b3f-8884-449a-90f0-fc0106cf774eThu, 01 Feb 2024 08:43:49 GMT<![CDATA[SK Hynix to build advanced plant in Indiana in boost to US chip self-sufficiency]]>https://www.ft.com/content/080fb826-a966-44e7-bae5-7dbf525df1fb080fb826-a966-44e7-bae5-7dbf525df1fbThu, 01 Feb 2024 06:52:47 GMT