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Semiconductors

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‘The most important stock on planet earth’: Wall Street watches and waits for Nvidia’s bombshell as the AI pacemaker reports earnings
Finance
‘The most important stock on planet earth’: Wall Street watches and waits for Nvidia’s bombshell as the AI pacemaker reports earnings
By Carmen Reinicke and BloombergFebruary 21, 2024
Japan is still selling chipmaking tools to Chinese buyers, and it led to an almost 30% jump in exports to China last month
Tech
Japan is still selling chipmaking tools to Chinese buyers, and it led to an almost 30% jump in exports to China last month
By Yuri Kageyama and The Associated PressFebruary 21, 2024
Biden discusses funding for semiconductor industry
Tech
The Chip Wars continue: GlobalFoundries scores $1.5 billion to fund expansion in New York, Vermont
By Josh Boak and The Associated PressFebruary 20, 2024
Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., during the SoftBank World event in Tokyo, Japan, on Wednesday, Oct. 4, 2023.
Newsletters
SoftBank mulls $100 billion AI-chip play as big cash sloshes around the semiconductor sector
By David MeyerFebruary 19, 2024
Jensen Huang
Tech
Nvidia tried and failed to buy Arm for $40 billion in 2020, but it just reported a stake worth $147.3 million
By Nick Turner and BloombergFebruary 14, 2024
‘Success breeds success’: How a 1,400-hectare plot became the hub of the global chip industry—and the world economy
Tech
‘Success breeds success’: How a 1,400-hectare plot became the hub of the global chip industry—and the world economy
By Lionel LimFebruary 11, 2024
Sam Altman and Elon Musk are ‘playing a game of one-upmanship’ in an era of ‘absurdist capitalism,’ says ex-Facebook exec
Tech
Sam Altman and Elon Musk are ‘playing a game of one-upmanship’ in an era of ‘absurdist capitalism,’ says ex-Facebook exec
By Steve MollmanFebruary 10, 2024
Jensen Huang
Tech
$1.72 trillion AI chip giant Nvidia has rocketed in value so fast it’s about to pass Amazon as the 4th-most valuable U.S. company
By Ryan Vlastelica and BloombergFebruary 9, 2024
Indiana poised to win a $15 billion chip packaging plant from South Korea’s SK Hynix that could solve a major bottleneck in the U.S. supply chain
Tech
Indiana poised to win a $15 billion chip packaging plant from South Korea’s SK Hynix that could solve a major bottleneck in the U.S. supply chain
By MacKenzie Hawkins, Yoolim Lee and BloombergFebruary 2, 2024
The chip industry’s dirty little secret: It’s very dirty
Magazine
The chip industry’s dirty little secret: It’s very dirty
By Michal Lev-RamJanuary 29, 2024
Canon, best known for its cameras and printers, wants to undercut ASML and its $150 million chipmaking machines
Tech
Canon, best known for its cameras and printers, wants to undercut ASML and its $150 million chipmaking machines
By Lionel LimJanuary 29, 2024
U.S. to announce big grants for domestic chip plants in March, speeding up plans for Intel and TSMC
Tech
U.S. to announce big grants for domestic chip plants in March, speeding up plans for Intel and TSMC
By Ian King, MacKenzie Hawkins and BloombergJanuary 27, 2024
OpenAI CEO Sam Altman is meeting the world’s top two producers of memory chips as he reportedly fundraises for his own semiconductor plants
Tech
OpenAI CEO Sam Altman is meeting the world’s top two producers of memory chips as he reportedly fundraises for his own semiconductor plants
By Yoolim Lee and BloombergJanuary 26, 2024
Jensen Huang
Tech
Nvidia billionaire Jensen Huang dines with TSMC execs in Taiwan to discuss the great AI chip shortage
By Jane Lanhee Lee and BloombergJanuary 25, 2024
Christophe Fouquet
Tech
Semiconductors turn brilliant shade of orange as ASML closes at record €775.80 after tripling orders last quarter
By Cagan Koc and BloombergJanuary 24, 2024
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