Semiconductors
AIWall Street thinks memory is AI’s golden ticket. Harvard’s chip expert warns: ‘Curves that just go to the sky with no end…never continue forever’
By Eva RoytburgMay 11, 2026
AIThe AI boom is single-handedly carrying the U.S. import market—and adding $200 billion to the trade deficit, Fed study finds
By Tristan BoveApril 22, 2026
AsiaBlazing hot IPOs, an AI agent craze, and a new word for ‘token’: Here’s what’s happening in the world of Chinese AI
By Nicholas GordonApril 12, 2026
NewslettersEven Nvidia’s own research teams can’t get enough GPUs amid the race for AI computing power
By Sharon GoldmanApril 9, 2026
AIExclusive: Normal Computing raises $50M from Samsung Catalyst to tackle soaring AI chip costs and power demands
By Sharon GoldmanMarch 25, 2026
AsiaThe Iran war cripples Asia’s supplies of fertilizer and helium, threatening farms and chipmakers alike
By Angelica AngMarch 23, 2026
Big TechOpenAI investor Vinod Khosla, a vocal Trump critic, agrees with the president on AI and China: ‘We are in a techno-economic war’
By Nicholas GordonMarch 6, 2026
AIThe tech stock free fall doesn’t make any sense, BofA says in rebuke to investors while doubling down on the sector’s longevity
By Nick LichtenbergFebruary 4, 2026
By Eva RoytburgJanuary 21, 2026
By Andrew NuscaJanuary 8, 2026
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