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Semiconductors

  • Saturday, 10 January, 2026
    Simon Edelsten
    How do you value a company like Nvidia?

    It’s the poster child for AI, but surely its shares are too expensive now

    Jensen Huang gestures on stage during his keynote, with a digital illustration of circuitry in a human shape projected behind him.
  • Friday, 9 January, 2026
    Technology sector
    Smartphone and PC prices set to rise as AI boom drains memory chips

    Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech

    A person demonstrates the Samsung AI Beauty Mirror, which analyses their face for sunscreen application, at a tech event.
  • Friday, 9 January, 2026
    Lex
    China’s AI chip dragons’ firepower is mostly mythical

    The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger rival

    Premium content
    Several attendees, some wearing masks, interact with devices at the MetaX LLC booth behind a glowing purple circuit board display.
  • Thursday, 8 January, 2026
    Business InsightRichard Waters
    The future of PCs in the age of AI

    Processing of the technology is starting to migrate from data centres to ‘the edge’ — devices like personal computers

    Attendees walk past a large CES sign; one person is taking a photo with a phone.
  • Thursday, 8 January, 2026
    Samsung Electronics Co Ltd
    Samsung forecasts record profit and signals sustained AI boom

    Strong guidance marks turnaround and reflects how South Korean chipmaker has benefited from chip supply crunch

    Samsung chair Lee Jae-yong smiling and wearing glasses at an event, with blurred attendees in the background.
  • Tuesday, 6 January, 2026
    Nvidia
    Nvidia steps up H200 chip production for Chinese market, Huang says

    Company confident ‘last details’ of deal with White House to resume AI chip exports will be finalised soon

    Jensen Huang gestures while speaking, seated on stage with computer hardware components displayed nearby.
  • Thursday, 1 January, 2026
    Technology sector
    Chip shortages threaten 20% rise in consumer electronics prices

    Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors

    A worker in a blue uniform and cap assembles Lenovo computers on a production line at a factory.
  • Wednesday, 24 December, 2025
    US-China trade dispute
    US accuses China of unfair chip trade practices

    Trump administration holds off increasing tariffs until 2027

    A technician in a cleanroom suit operates chip processing equipment surrounded by rows of machines at a semiconductor plant
  • Friday, 19 December, 2025
    News in-depth
    China boosts AI chip output by upgrading older ASML machines

    Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls

    A montage of a silicon wafer overlaid with the Chinese flag and the ASML logo in large white letters.
  • Sunday, 14 December, 2025
    News in-depthNvidia
    ‘Game recognises game’: How Jensen Huang won over Donald Trump

    Nvidia chief scores huge victory with the decision to allow AI chip exports to China

    Jensen Huang raises his hand and smiles while wearing a black jacket, standing under blue lighting at the AI Summit.
  • Saturday, 13 December, 2025
    Nvidia
    US lawmakers question basis for allowing sale of Nvidia H200 chips to China

    Committee chair warns the decision risks undermining Washington’s strategic advantage over Beijing in cutting-edge AI

    NVIDIA logo displayed on a smartphone screen, with the device resting on a laptop keyboard in a blue-lit setting.
  • Friday, 12 December, 2025
    Nvidia
    FT Person of the Year: Jensen Huang

    The Nvidia chief executive has been the driving force behind the massive AI boom that has the capacity to reshape the global economy

    Illustration of a framed portrait of Nvidia CEO Jensen Huang on a computer chip background
  • Thursday, 11 December, 2025
    Industrial espionage
    Taiwan probes leaks of vital chip technology

    Close allies among those targeted in bid to protect semiconductor sector that is backbone of economy

    People holding umbrellas walk down steps beside a large red TSMC sign at the company's headquarters
  • Wednesday, 10 December, 2025
    China adds domestic AI chips to official procurement list for first time

    Beijing encouraged purchase of Huawei and Cambricon processors before Trump’s move to allow Nvidia exports

    A montage of the logos of Nvidia, Cambricon and Huawei overlaid on a computer chip background with stars from the Chinese flag
  • Tuesday, 9 December, 2025
    Nvidia
    China set to limit access to Nvidia’s H200 chips despite Trump export approval

    Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production

    An illustration showing the Nvidia logo displayed on a smartphone resting on a laptop keyboard.
  • Tuesday, 9 December, 2025
    Nvidia
    Nvidia can sell H200 AI chips to China, Trump says

    President says other chipmakers can also resume exports and ‘25% will be paid’ to the US

    Jensen Huang appears at an event in Las Vegas, and Donald Trump is shown in the Oval Office, both facing the camera
  • Tuesday, 9 December, 2025
    White House Watch
    Trump decides to let Nvidia export powerful H200 chips to China

    Also in today’s newsletter, the US warns the EU to be ‘very careful’ after it fined Elon Musk’s X

    Donald Trump listens as Nvidia chief Jensen Huang speaks at the White House in April this year.
  • Friday, 5 December, 2025
    Chinese challenger to Nvidia surges 425% in market debut

    Investors bet Moore Threads will benefit from Beijing’s drive to reduce dependence on US chipmaker

    Nvidia GB200 NVL72 GPU server rack with multiple cooling fans and server units, connected with white cables for AI computing.
  • Thursday, 4 December, 2025
    US foreign policy
    US senators seek to block Nvidia sales of advanced chips to China

    Bipartisan bill is part of effort to stop Beijing from getting critical AI-related technology

    Jensen Huang stands in a hallway, looking ahead, as a photographer takes his picture.
  • Tuesday, 2 December, 2025
    News in-depthTaiwan
    Taiwan’s AI boom leaves traditional manufacturers trailing

    Diverging fortunes of technology and other sectors spark concern despite rapid growth in GDP

    Female workers in blue uniforms packing bathroom fittings at assembly tables inside a factory in Taiwan.
  • Monday, 1 December, 2025
    Samsung Electronics Co Ltd
    Samsung turns to M&A in its fight for an AI edge

    South Korean group creates acquisition unit to compete in race to supply advanced memory chips

    Montage image of a computer memory chip, a hand with a pen, and the Samsung logo
  • Friday, 28 November, 2025
    Nexperia
    New tensions flare up between Nexperia’s Dutch and Chinese units

    Open letter shows continuing supply chain chaos as car industry warns of further production disruption

    Nexperia headquarters building with a patterned glass facade, next to a flag bearing the company’s logo.
  • Friday, 28 November, 2025
    Taiwan
    Taiwan’s economy roars ahead on back of AI demand

    Growth forecast for 2025 raised to 7.37%, the fastest rate in 15 years

    A humanoid robot with articulated arms interacts with a display table as a man observes during Hon Hai Tech Day in Taipei.
  • Thursday, 27 November, 2025
    #techAsia
    The man who changed Foxconn and graphite ambitions in the US

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

    Premium content
    Young Liu, chairman of Foxconn Technology Co, shown in close-up wearing glasses and a suit, with blurred lights in the background.
  • Thursday, 27 November, 2025
    Artificial intelligence
    China’s tech giants take AI model training offshore to tap Nvidia chips

    Alibaba and ByteDance shift development to south-east Asia to sidestep US curbs

    Montage image of an Nvidia chip and the logos of Alibaba and ByteDance
Previous page1Next page

Most Read

  1. How do you value a company like Nvidia?
  2. Smartphone and PC prices set to rise as AI boom drains memory chips
  3. The future of PCs in the age of AI
  4. China’s AI chip dragons’ firepower is mostly mythical
    Premium content
  5. Samsung forecasts record profit and signals sustained AI boom

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