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  2. Semiconductors
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Semiconductors

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  • Tuesday, 30 January, 2024
    Europe’s top chipmaker Infineon boosts hiring in India and Vietnam

    Tech suppliers’ talent hunt comes amid boom in south and south-east Asia

    Infineon  office
  • Monday, 29 January, 2024
    Disrupted Times
    2024 set to be crucial year for global semiconductor industry

    Also in this newsletter: Hungary defiant against EU ‘blackmail’, China property woes deepen, Brexit border warning

    Workers on the production line at German chipmaker Infineon in Dresden
  • Monday, 29 January, 2024
    The Big Read
    The Japanese semiconductor deal spooking rivals and investors

    Tokyo’s $6.4bn swoop for JSR has rekindled memories of heavy state intervention and cast doubt on corporate reforms

    Montage of images of the JSR logo with a rising and then falling graph line
  • Sunday, 28 January, 2024
    Chris Miller
    Western nations need a plan for when China floods the chip market

    The oversupply of certain types of semiconductors is going to be a problem this year

    A Chinese woman handles circuit boards in a factory
  • Sunday, 28 January, 2024
    Canon Inc
    Canon aims to ship low-cost ‘stamp’ machine this year to disrupt chipmaking

    Japanese printer and camera maker’s nanoimprint lithography technology could challenge industry leader ASML

    Canon’s  FPA-1200NZ2C nanoimprint lithography machine
  • Saturday, 27 January, 2024
    AI-fuelled chip rally tested by semiconductor demand warnings

    Earnings from Qualcomm and AMD next week will provide evidence of health of industry

    Silicon wafers during an Intel AI Everywhere event
  • Thursday, 25 January, 2024
    Hynix Semiconductor Inc
    SK Hynix returns to profit boosted by AI memory chip demand

    South Korean chipmaker highlights turnaround after year-long supply glut

    SK Hynix logo
  • Wednesday, 24 January, 2024
    LexASML Holding NV
    Strong demand at ASML points to the coming chip upswing Premium content

    Not all makers of semiconductors are created equal, though

    The logo of ASML
  • Tuesday, 23 January, 2024
    Nvidia supplier to set up pilot plant in Malaysia

    Kinsus would be first Taiwanese maker of chip material substrates to enter the south-east Asian country

  • Saturday, 20 January, 2024
    OpenAI
    OpenAI’s Altman in talks with Mideast backers over chip venture

    Entrepreneur seeks to meet growing need for semiconductors while scaling back reliance on Nvidia

  • Thursday, 18 January, 2024
    Intel Corp
    Intel handed lifeline in fight against €1bn fine from Brussels

    Adviser to EU’s top court finds flaws in commission’s appeal in case that could affect future decisions on pricing practices 

    An Intel Gaudi3 AI accelerator
  • Thursday, 18 January, 2024
    Taiwan Semiconductor Manufacturing Co Ltd
    TSMC forecasts return to strong growth as global chip market recovers

    Revenues expected to increase by up to 25% in 2024 on strong demand for AI semiconductors

    Taiwan Semiconductor Manufacturing building in Hsinchu, Taiwan
  • Tuesday, 16 January, 2024
    Synopsys Inc
    Synopsys to buy Ansys in $35bn design software deal

    Cash-and-stock agreement comes after a year of falling tech M&As amid heightened antitrust scrutiny

    A car on display at CES 2024, with ‘Driven stimulation’ on its side, in Las Vegas, US
  • Monday, 15 January, 2024
    Technology sector
    Chinese chipmakers boost networking with Japanese companies to navigate export controls

    China’s semiconductor groups embark on tours after being hit by restrictions imposed by US and its allies

    A fully-automatic surface planer on display at the 2023 Semicon Japan exhibition in Tokyo
  • Saturday, 13 January, 2024
    News in-depth
    AI drives upswing for chipmakers but doubts linger

    Analysts see ‘turning point’ this year for $600bn market but question speed of recovery

    A semiconductor production workshop
  • Friday, 12 January, 2024
    US-China relations
    US House China panel calls Intel, Nvidia and Micron heads to testify

    Letter to microchip chiefs intensifies scrutiny of their companies’ Chinese interests

    Mike Gallagher at a hearing in Washington DC, US in February 2023
  • Wednesday, 10 January, 2024
    Chinese companies resort to repurposing Nvidia gaming chips for AI

    US export controls force developers to strip components from PC graphics cards

    A cryptocurrency mining rig equipped with Nvidia’s GeForce graphics processing units
  • Tuesday, 9 January, 2024
    LexSamsung Electronics Co Ltd
    AI chip boom is a bust for Samsung’s earnings Premium content

    The South Korean chipmaker has lagged peers in chip contract manufacturing and AI chip-related technology

    Samsung’s chief executive Han Jong-Hee speaks at the CES tech show in Las Vegas
  • Tuesday, 9 January, 2024
    Samsung Electronics Co Ltd
    Samsung earnings signal chip sector turnaround in 2024

    Smallest profit fall in five quarters points to price recovery after last year’s supply glut, say analysts

    Jong-Hee Han, head of Samsung’s device experience division, speaks at CES in Las Vegas on Monday
  • Thursday, 4 January, 2024
    FT CollectionsTech Exchange
    Cristiano Amon: generative AI is ‘evolving very, very fast’ into mobile devices

    The chief executive of Qualcomm says smarter phones will be transformative both for consumers and for the tech industry

    Illustration of Cristiano Amon and Tim Bradshaw
  • Monday, 1 January, 2024
    Mergers & Acquisitions
    Merck bid for Japanese chip materials maker triggers state-backed fund deal

    Japan Investment Corporation’s $6.4bn offer for JSR comes as governments seek to protect semiconductor technology

    A picture of JSR chief executive Eric Johnson
  • Thursday, 21 December, 2023
    LexTaiwan
    Taiwan/China: trade tiff targets island’s presidential election   Premium content

    The timing of Beijing’s ending of tariff cuts for certain chemical imports is telling

    A “First Tool-In” ceremony at the Taiwan Semiconductor Manufacturing Co. facility under construction in Phoenix, Arizona, US
  • Thursday, 21 December, 2023
    #techAsia
    Mark Liu to retire from TSMC and adjustments hit the display industry Premium content

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

    Mark Liu against a purple backdrop
  • Tuesday, 19 December, 2023
    Inside BusinessJune Yoon
    New generation of chips will drive the AI wave

    High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers

    The logo of SK Hynix
  • Saturday, 16 December, 2023
    Tokyo Electron says China is snapping up its less advanced chip tools amid export controls

    Japanese group employs two-track strategy to navigate US-China tensions

    A Tokyo Electron exhibition at Semicon Japan
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