Tag: Semiconductors
6 months ago
wsj.com

The Chip Wars Are Metastasizing

All areas of the supply chain are becoming battlegrounds. Next up: chip packaging, where China has considerable heft.

Read Full Article
6 months ago
wsj.com

Nvidia’s CEO Still Plans to Sell High-End Chips in China

Jensen Huang’s comments come days after Raimondo sounded warning over workarounds

Read Full Article
7 months ago
wsj.com

Dow Opens Lower With All Eyes on Nvidia’s Coming Results

Retailers including Lowe’s and Best Buy updated investors

Read Full Article
8 months ago
wsj.com

KKR’s Chip Play Will Win Big in Japan

Japan’s biggest initial public offering in five years, chip equipment maker Kokusai, is priced to move.

Read Full Article
8 months ago
wsj.com

TSMC Thinks the Turn in the Chip Cycle Is Nigh

Results from the world’s largest contract chipmaker hint that the long downturn in prices could finally be ending. Me...

Read Full Article
8 months ago
wsj.com

Memory-Chip Stocks Can Ride the AI Gravy Train, Too

Memory-chip prices could finally rebound soon. Meanwhile, SK Hynix and Samsung are benefiting from the artificial-int...

Read Full Article
9 months ago
theinformation.com

To Reduce AI Costs, Google Wants to Ditch Broadcom as Its TPU Server Chip Supplier

Google executives have extensively discussed dropping Broadcom as a supplier of artificial intelligence chips as earl...

Read Full Article
9 months ago
theinformation.com

The Flaw in Apple’s Plan to Make Chips in Arizona

In December last year, Apple CEO Tim Cook traveled to Phoenix, stood with President Joe Biden in front of a high-prof...

Read Full Article
10 months ago
theinformation.com

Chip Startup Sued By Apple Has Struggled to Raise Capital

Rivos, a server chip developer that Apple sued for alleged trade secret theft, has since struggled to raise funds fro...

Read Full Article
10 months ago
wsj.com

S&P 500 Opens Higher Ahead of Nvidia Earnings

Stock indexes rose and Treasury bond prices rallied ahead of fresh U.S. manufacturing data and earnings from Nvidia.

Read Full Article
10 months ago
wsj.com

The Arm IPO Will Test Investors’ AI Conviction

Now that the artificial-intelligence-driven tech rally has cooled slightly, investors will need to put their money wh...

Read Full Article
10 months ago
wsj.com

China’s Shadow Banks Could Be Another Property Casualty

Missed payments from a well-connected trust firm come as China’s property market sinks again—and banks step back

Read Full Article
10 months ago
wsj.com

China’s Chip Champion Is Taking It From All Sides

The U.S.-China tech war is a mixed bag for Semiconductor Manufacturing International Corp.—but the China growth slowd...

Read Full Article
10 months ago
theinformation.com

How Apple Will Save Billions of Dollars on Chips for New iPhone

When Apple’s next iPhone goes on sale in September, its upgraded core processor will be more powerful than that of an...

Read Full Article
11 months ago
wsj.com

Nasdaq Drops, Indexes Fall as Earnings Continue, Fitch Downgrades U.S.

Global stocks declined as investors parsed earnings and stronger-than-expected employment data and Fitch downgraded t...

Read Full Article
11 months ago
wsj.com

The Memory Chip Nightmare is Nearly Over

The $53 billion Chips Act seeks to end the U.S.’s reliance on foreign-made semiconductors, especially those used by t...

Read Full Article
11 months ago
theinformation.com

A Taiwanese Chip Giant Relaxes Worker Security Rules—No More Instagram, Podcast Bans

HSINCHU, Taiwan—For decades, Taiwan Semiconductor Manufacturing Co., the world’s largest chip manufacturer, has been ...

Read Full Article
12 months ago
theinformation.com

Inside Google’s Efforts to Develop Custom Chip for Pixel

Google has big ambitions to develop its own chips for its Pixel phones. So far, however, things haven’t gone accordin...

Read Full Article
12 months ago
wsj.com

For Nvidia and China, an AI Battle with Washington Bodes Ill

The $53 billion Chips Act seeks to end the U.S.’s reliance on foreign-made semiconductors, especially those used by t...

Read Full Article
12 months ago
wsj.com

Japan Wades Into the Chip Wars

Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value...

Read Full Article
12 months ago
wsj.com

Is SoftBank an AI Stock Now?

Perhaps—but there are some clear risks for shareholders as well as opportunity

Read Full Article
about 1 year ago
wsj.com

Intel Plans Semiconductor Plant in Poland as Europe Aims to Boost Chip Production

The $53 billion Chips Act seeks to end the U.S.’s reliance on foreign-made semiconductors, especially those used by t...

Read Full Article
about 1 year ago
wsj.com

Watering Down China Chip Restrictions Sometimes Makes Sense

The $53 billion Chips Act seeks to end the U.S.’s reliance on foreign-made semiconductors, especially those used by t...

Read Full Article
about 1 year ago
wsj.com

A Cheaper Way to Bet on AI Than Investing in Nvidia

Nvidia shares jumped after it forecast a revenue tailwind from the AI race, but if you don’t want to shell out for th...

Read Full Article
about 1 year ago
wsj.com

Japan Bets Big on Micron—and Its Own Chip Ambitions

The country, once a chip-making heavyweight, has fallen behind in fabrication. But recent trends could help change that.

Read Full Article
about 1 year ago
wsj.com

TSMC’s Tough Quarter Complicates Its U.S. Chip Ambitions

The $53 billion Chips Act seeks to end the U.S.’s reliance on foreign-made semiconductors, especially those used by t...

Read Full Article
about 1 year ago
wsj.com

Micron Gets Caught in U.S.-China Crossfire

Beijing has long hesitated to strike back at U.S. chip companies—but Micron is a soft target

Read Full Article
over 1 year ago
wsj.com

How Samsung Could Climb Out of the Chip Price Pit

Samsung is suffering from the chip price downturn but could also help the market bottom out quicker—if it chooses to.

Read Full Article
over 1 year ago
wsj.com

U.S. and China Suddenly Play a Bit Nicer—Except in Chips

China is making some significant concessions to Washington in the trade and financial policy arenas.

Read Full Article
over 1 year ago
wsj.com

TSMC’s U.S. Chip Gambit Has Powerful Backers

The Taiwanese chip maker’s investment won’t be enough to end U.S. reliance on Asia, but the trend is promising.

Read Full Article
over 1 year ago
wsj.com

Beijing Has Few Good Options to Retaliate for Chip Bans

China hasn’t retaliated against the Biden administration’s extensive semiconductor export controls, but that might be...

Read Full Article
over 1 year ago
wsj.com

Halloween Comes Early for Chip-Equipment Companies

SK Hynix’s surprise decision to slash capital expenditures by more than half for 2023 sends an ominous signal on chip...

Read Full Article
over 1 year ago
wsj.com

American Executives in Limbo at Chinese Chip Companies After U.S. Ban

At least 43 senior executives working with 16 listed Chinese semiconductor companies hold roles from chief executive ...

Read Full Article
over 1 year ago
wsj.com

TSMC Isn’t Immune to the Chip Downturn—or Geopolitics

The world’s largest contract chip maker keeps exceeding expectations amid the malaise affecting the chip industry, bu...

Read Full Article
over 1 year ago
wsj.com

U.S. Chip Curbs Threaten China’s Emerging Manufacturers

China’s semiconductor companies could find themselves in the crosshairs as the U.S. imposes more restrictions on expo...

Read Full Article
over 1 year ago
wsj.com

U.S. Goes Full-Court Press on China’s Chip Sector

The comprehensive nature of the restrictions, which go far beyond previous measures, are a clear signal that the U.S....

Read Full Article
over 1 year ago
wsj.com

Samsung is Going Big, Not Home, in Advanced Chips

The South Korean company’s ambitious investments in its foundry business and the increasing politicization of the chi...

Read Full Article
almost 2 years ago
wsj.com

Latest U.S. Chip Curbs Deliver Setback to China’s AI Ambitions

Giants Alibaba and Tencent among customers using banned top-end processors from Nvidia that power new technologies

Read Full Article
almost 2 years ago
wsj.com

Renesas Will Drive Around the Chip Downturn

With the increasing automation of cars, the semiconductor maker looks likely to cruise through to more clement weather.

Read Full Article