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Semiconductors

  • Tuesday, 18 June, 2024
    Nvidia
    Nvidia vaults past Apple and Microsoft as world’s most valuable company

    Landmark moment for US chipmaker caps explosive rally fuelled by investor excitement over artificial intelligence

    Jensen Huang speaks onstage in his signature leather jacket with the Nvidia logo behind him
  • Monday, 17 June, 2024
    Inside BusinessJune Yoon
    The bullish case for TSMC

    Shares in the semiconductor company have risen strongly but still lag behind Nvidia and other chipmakers

    A chip wafer displayed at a ceremony that marks the beginning of bulk production of advanced 3-nanometer chips at TSMC
  • Friday, 7 June, 2024
    Person in the News
    Jensen Huang, Nvidia’s ‘Napoleon’ sees the chip company soar

    As its market value rose above $3tn for the first time, one of the last founder-CEOs remains firmly in control

    Joe Cummings illustration of Person in the News Jensen Huang.
  • Friday, 7 June, 2024
    FT CollectionsTech Exchange
    Rene Haas: ‘Arm has the most ubiquitous computer architecture on the planet’

    Chip designer’s chief executive talks about diversification and how AI is changing the devices we use

  • Thursday, 6 June, 2024
    Nvidia
    Nvidia overtakes Apple as its market capitalisation surpasses $3tn

    Chipmaker rides AI-fuelled rally that has contributed to broader S&P 500 gains

    A person walks past an Nvidia logo at Computex in Taipei, Taiwan
  • Thursday, 6 June, 2024
    Artificial intelligence
    ‘Most exciting moment’ since birth of WiFi: chipmakers hail arrival of AI PCs

    Intel, AMD, Qualcomm and Nvidia battle to get their processors into next wave of artificial intelligence-enabled computers

    A group of people study equipment on display at Computex in Taipei, Taiwan
  • Wednesday, 5 June, 2024
    LexIntel Corp
    Intel’s private capital tie-up with Apollo raises questions for investors Premium content

    Shareholders must ask if chip production will be efficient enough to generate positive return on common equity

  • Wednesday, 5 June, 2024
    News in-depthCloud computing
    How an upstart is using its Nvidia ties to challenge cloud computing giants

    CoreWeave benefits from jump in AI chip demand and eyes UK and Europe expansion

    A montage of the CoreWeave logo and its chief executive Michael Intrator
  • Sunday, 2 June, 2024
    Nvidia
    Nvidia unveils next generation of AI chips in bid to entrench market lead

    Silicon Valley chipmaker seeks to accelerate pace of development with new ‘Rubin’ processors

    Jensen Huang exhibits items during his presentation
  • Thursday, 30 May, 2024
    LexTechnology sector
    Japan’s chip supply chain stocks are still a good way to tap AI trends

    Long-term demand for chipmaking gear and testing devices should remain high as capital investment in servers grows

    The Tokyo Electron booth at the Semicon Japan exhibition in Tokyo
  • Tuesday, 28 May, 2024
    News in-depthNikkei Asia
    Chinese chipmakers push to limit foreign suppliers

    SMIC and CXMT seek local alternatives amid US pressure

    The logos of SMIC and CXMT
  • Monday, 27 May, 2024
    Chinese business & finance
    China raises $47bn for chip industry in drive for self-sufficiency

    ‘Big Fund’ completes its largest round to date with makers of equipment for chip factories expected to be main beneficiaries

    Tthe headquarters of Semiconductor Manufacturing International in Shanghai, China
  • Thursday, 23 May, 2024
    US equities
    US stocks sink as robust economic data offsets Nvidia cheer

    Nvidia surpasses $2.5tn market cap on another set of blockbuster earnings

    A smartphone with an Nvidia logo on it is placed on a computer motherboard
  • Thursday, 23 May, 2024
    Nvidia
    Nvidia’s revenue soars 262% on record AI chip demand

    Semiconductor maker also announces a 10-for-1 stock split after quarterly results beat high expectations

    Nvidia logo in front of a building
  • Thursday, 23 May, 2024
    #techAsia
    Tesla’s latest shift and Thailand’s potential power problems Premium content

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

    A visitor checks a Tesla Model 3 car at a showroom
  • Wednesday, 22 May, 2024
    Chinese business & finance
    China asks carmakers to use up to 25% local chips by 2025

    Policy push aims to purge foreign automotive semiconductors in coming years

    Two women in white tops and blue skirts stand beside Chinese-made electric cars, including a black car labeled ‘BYD SEAL’, at a BYD launch event with a city skyline in the backdrop and dynamic lighting
  • Tuesday, 21 May, 2024
    Nvidia
    Amazon changes plans to order Nvidia ‘superchip’ to await updated model

    Delay from the world’s biggest cloud computing provider gives investors jitters over potential ‘air pocket’ in demand for AI chips

    A montage of Jensen Huang, an Amazon arrow logo, a chart and computer equipment
  • Tuesday, 21 May, 2024
    Samsung Electronics Co Ltd
    Samsung replaces semiconductor chief as it chases AI chip rivals

    Electronics group trails South Korean peer SK Hynix in high-bandwidth memory chips for artificial intelligence

    A man uses his phone in front of a large digital display with circuit designs and the words ‘Samsung Semiconductor’
  • Tuesday, 21 May, 2024
    News in-depthNvidia
    Nvidia’s rivals take aim at its software dominance

    OpenAI-led push for an alternative to Cuda seeks to break chipmaker’s stranglehold on AI market

    Chief executive Jensen Huang
  • Sunday, 19 May, 2024
    InterviewThe CEO
    ‘We had no idea what private equity was about’: Japanese chipmaker CEO on buyout bosses

    Fumiyuki Kanai came to value KKR as a tool for change ahead of country’s biggest IPO in five years

    Fumiyuki Kanai in suit and tie with hands in trouser pockets
  • Saturday, 18 May, 2024
    LexNvidia
    Nvidia could be the most valuable stock in the US Premium content

    Hitting a milestone valuation of $3tn is no easy task, but the chipmaker is well-placed for the challenge

  • Wednesday, 15 May, 2024
    Vietnam
    Vietnam pledges more energy supply as chip race heats up

    Hanoi acknowledges pressure from rival investment destinations Malaysia and India

    Montage pic of Vietnam flag and semiconductor chip
  • Wednesday, 15 May, 2024
    Semiconductor Manufacturing International Corp
    China’s SMIC warns of fiercer price war for less advanced chips

    Demand in second half of year still ‘uncertain’, says top Chinese semiconductor maker

    SMIC company logo
  • Tuesday, 14 May, 2024
    US-China trade dispute
    US sharply raises tariffs on Chinese EVs and semiconductor imports

    Action designed to protect American jobs as Joe Biden campaigns for votes across rustbelt

    An electric vehicle assembly plant in China
  • Monday, 13 May, 2024
    Intel Corp
    Apollo and Intel enter talks to finance $11bn chip plant in Ireland

    Discussions come as private capital groups are increasingly tapped by large corporations to fund expansions

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