The resilience of global goods trade amid tariff escalation and an energy shock is real, but it rests on a narrow base. A breakdown of ITC Trade Map export data shows that a handful...

As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel...

Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...

Samsung Display (SDC) and LG Display (LGD) are calling on the South Korean government to strengthen tax incentives for OLED investment and research as intensifying competition from...

Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium,...

Applied Materials and BE Semiconductor Industries (Besi) are expanding their partnership to address the increasingly complex connections between AI chips, extending joint development...

Across the week, Taiwan-linked semiconductor groups and their partners continued expanding capacity, while AI demand, export controls, and financing structures shaped the industry...

As AI develops rapidly across both cloud and edge environments, major chipmakers are devoting less attention to chip specifications and more to system-level design and ecosystems....

While ASML executives explore how to scale extreme ultraviolet (EUV) lithography output beyond 110 units by 2028, China is pursuing indigenous advanced lithography systems. ASML plans...

Biren Technology is preparing its next-generation GPU for mass production, advancing a domestic AI accelerator roadmap built around broader low-precision support and locally available...

MediaTek announced on September 30 that its flagship Dimensity 9500 chip powers Samsung's new Galaxy Tab S12 Ultra and Galaxy Tab S12+ tablets. The deal continues a long-running partnership...

Supercomputer maker Bull will double its production capacity using an expanded factory that reopened on October 1. The French creator of Europe's fastest supercomputers described unprecedented...

Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for...

Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market...

A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions...