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    • Friday, 23 February, 2024
      The Big Read
      AI boom catapults Nvidia into tech’s big league

      The chip designer’s bumper earnings have made it one of the world’s most valuable companies. How long can it last?

      Jensen Huang, Nvidia log
    • Friday, 23 February, 2024
      LexBe Semiconductor Industries NV
      Meet Besi — the European AI champion riding Nvidia’s coattails Premium content

      The Netherlands-based assembly equipment maker has all the characteristics that growth investors adore

      Demonstration video at BE Semiconductor’s booth at the Semicon Taiwan exhibition show in Taipei, Taiwan in September 2022
    • Thursday, 22 February, 2024
      Nvidia
      Nvidia sales surge on AI ‘tipping point’

      World’s most valuable chip company predicts even stronger sales on back of artificial intelligence spending frenzy

      The Nvidia logo at its headquarters in Santa Clara, California
    • Thursday, 22 February, 2024
      LexNvidia
      Good luck catching up to Nvidia  Premium content

      The world’s most valuable chip company is working on its next next-generation AI chip

      Nvidia chips
    • Wednesday, 21 February, 2024
      Intel Corp
      Intel to manufacture chips for Microsoft as AI drives demand

      US company announces two new divisions as it builds semiconductors designed by others

      Pat Gelsinger, chief executive of Intel:
    • Wednesday, 21 February, 2024
      Vietnam
      Vietnam dangles semiconductor incentives to draw foreign companies

      Hanoi pledges ambitious programmes as it competes with Asian rivals such as Malaysia in burgeoning chip sector

      Close up of circuit board
    • Sunday, 18 February, 2024
      Nvidia
      Hedge funds reap big gains after ramping up bets on Nvidia

      Arrowstreet Capital likely to have made at least $1bn in profits on the chipmaker this year

      A trader at the New York Stock Exchange walks past a screen tracking Nvidia’s shares in October last year
    • Thursday, 15 February, 2024
      John Thornhill
      How hardware is (still) eating the world

      Tech companies have a near-insatiable appetite for chips — and that is only set to grow as the demands of AI software swell

      The Twinscan Exe: 5000
    • Thursday, 15 February, 2024
      LexRenesas Electronics Corp
      Renesas’s shopping spree shows concerns about Japan Inc’s dealmaking Premium content

      The chipmaker’s latest purchase makes sense, but the country’s success rate for M&As is lacklustre

      CPU board with Renesas logo
    • Thursday, 15 February, 2024
      Japanese chipmaker Renesas steps up deal spree with $5.8bn Altium bid

      Cash-rich Japanese companies are looking overseas for acquisitions as domestic market shrinks

    • Wednesday, 14 February, 2024
      Inside BusinessJune Yoon
      AI hype has echoes of the telecoms boom and bust

      Tech transformation may take years longer than suggested by record share prices and funding targets

      Sam Altman
    • Tuesday, 13 February, 2024
      Arm Ltd
      Arm’s an AI stock now. When’s the crash?

      Yesterday / Here Comes The Son / Help!

    • Tuesday, 13 February, 2024
      Unhedged
      Is Arm really an AI stock? Premium content

      And the dividend renaissance that isn’t (yet)

      Trader looks at computer screens
    • Friday, 9 February, 2024
      FT Swamp Notes
      The risks of US-China decoupling Premium content

      High-end semiconductors is an area where US companies remain dominant, but the evidence is pointing towards Chinese acceleration

      A man talks on a Huawei mobile phone as he and others line up outside a Huawei store
    • Thursday, 8 February, 2024
      Arm Ltd
      Arm shares soar almost 50% as AI demand boosts revenues

      SoftBank-backed UK chip designer beats Wall Street expectations in latest earnings report

      Arm chief executive Rene Haas at the Nasdaq stock market in New York in September
    • Thursday, 8 February, 2024
      Inside BusinessRichard Waters
      Nvidia share price juggernaut will not be stopped easily

      After rising five-fold in little more than a year, the stock continues to be propelled by the AI boom

      Jensen Huang, co-founder and chief executive officer of Nvidia Corp
    • Thursday, 8 February, 2024
      #techAsia
      Nvidia in demand and an AI chip boon for Japan Premium content

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

    • Wednesday, 7 February, 2024
      Intel Corp
      German patent court rules against Intel over some of its chips

      US chipmaker plans to appeal against decision that could lead to ban on sale of certain HP and Dell products

      A smartphone with a displayed Intel logo
    • Wednesday, 7 February, 2024
      AI boom drives demand for server-cooling technology

      Taiwan’s Liteon bets on liquid solutions for hot, power-hungry chips

      Simon Ong
    • Wednesday, 7 February, 2024
      Nvidia chip prices soar in Asia as US export curbs and AI boom drive demand

      Graphics cards used for video games become hot commodity after Washington limits transfer of high-end chips to China

      Montage of Nvidia’s RTX 4090 graphics card and a row of gamers
    • Tuesday, 6 February, 2024
      China on cusp of next-generation chip production despite US curbs

      SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors

      A Kirin 9000s chip
    • Monday, 5 February, 2024
      Nvidia
      ‘Sell Nvidia’

      Sanctions risks, self-funded demand, customers becoming competitors . . . . Just don’t tell the shareholders

    • Sunday, 4 February, 2024
      Japan’s JSR in patent dispute with US university over breakthrough chip technology

      New York university complaint comes ahead of likely takeover of JSR by Japanese government-backed fund

      Employees work on a semiconductor lithography machine
    • Thursday, 1 February, 2024
      #techAsia
      China chases AI memory and cooling tech heats up Premium content

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

    • Thursday, 1 February, 2024
      SK Hynix to build advanced plant in Indiana in boost to US chip self-sufficiency

      South Korean company’s memory chips will be packaged with Nvidia processors to create more powerful AI products

      SK Hynix offices
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