Trade Nvidia smashes Apple, Microsoft stock market dominance thanks to AI Chip maker sees 160% increase in value so far this year 19 Jun
Blogs Planned Microsoft CPUs up the ante for custom silicon Redmond’s new deal does more than just prove Intel boss Pat Gelsinger right, says Jason Walsh 23 Feb
Pro OpenAI boss looks for trillions of dollars to remake semiconductor industry Altman selling a vision of a world fre from limits of compute and electrical power 13 Feb
Pro Russia circumventing chip ban by ordering out Sanctions imposed over Ukraine war having little effect 26 Jan
Trade European semiconductor start-ups navigate a new era minus China Move towards self-sufficiency could insulate against geopolitical turmoil 15 Jan
Trade Semiconductor market set for impressive rebound in 2024, Gartner reports Demand for NAND Flash and DRAM in artificial intelligence applications to drive profits 11 Dec
Blogs Arm is a strong technological bet, whatever about its share price The British CPU firm’s rollercoaster ride on the stock market should not be allowed to cloud its importance, says Jason Walsh 22 Sep
Blogs Chips with everything: Europe’s bid to build a different kind of silicon valley The EU Chips Act hopes to more than double Europe's chip production, but will this belated move be enough to undo decades of slump, asks Jason Walsh 28 Jul
Trade Waning hardware demand to wipe nearly $70bn from chipmaker revenues The semiconductor market is feeling the impact of decreasing business hardware demand 28 Apr
Blogs The US China chip ban signals a new geopolitical era While war in Ukraine, inflation and political chaos in Britain have dominated the headlines, relations between the US and China have cooled to the... 20 Oct
Blogs The chip war is heating up A new CPU breakthrough has been promised, but Arm’s lawsuit could throw Qualcomm into the frying pan, says Jason Walsh 7 Sep
Trade Intel strikes $30bn private equity partnership to fund Arizona plant expansion Brookfield Infrastructure Partners to invest in expansion of Ocotillo campus 24 Aug
Trade Samsung reveals plans for $15bn chip research centre The news follows the company's proposal in July to build 11 Texas semiconductor plants 22 Aug
Trade US-China trade tensions spark Chinese interest in chipmaking stocks The rising tensions may positively impact China’s local chip manufacturers, experts claim 9 Aug
Trade Intel to produce chips for Taiwanese manufacturer MediaTek The agreement comes after the US chip company managed to secure deals with Amazon and Qualcomm last year 25 Jul
Blogs Oil and gas aren’t the only strategic resources Chip supply is crucial to modern life, says Jason Walsh 1 Jun
Trade India lures chip firms in bid to become global semiconductor giant Prime Minister Modi claims the country’s talent pool makes up to 20% of the world’s semiconductor design engineers 29 Apr
Life Qualcomm and Mediatek flaws left millions of Android users at risk An open source audio codec used by chipset firms is believed to have put two-thirds of Android users' private calls and files at risk 22 Apr
Life Intel Core i9-12900KS debuts as “world’s fastest” desktop chip The flagship processor runs at 5.5GHz on up to two of its cores 29 Mar
Pro AMD, Intel and TSMC reportedly block chip sales to Russia The move represents a potentially significant threat to a country with limited domestic production capacity 1 Mar
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