#semiconductor
14 stories taggedsemiconductor.

TSMC Pulls In $16 Billion for September as AI Chip Demand Keeps Climbing
The world's largest contract chipmaker recorded a 54.6% year-on-year sales rise for September, extending a run of strong monthly figures driven by demand for the chips that power artificial intelligence.

OpenAI Built Its First AI Chip Using Its Own AI, And Did It in Under 20 Months
The Jalapeño chip promises to cut response times by up to 3.6 times compared to the Nvidia hardware OpenAI currently relies on. The wilder story is how a team of fewer than 100 people built it so fast.

Qualcomm Lands AWS Partnership to Build AI Data Centre Chips, Shares Jump 10%
Amazon just handed Qualcomm its second major cloud endorsement in months, and the market noticed.

South Korea's AI Chip Boom Is Changing Who People Date, Watch, and Study
Record bonuses at Samsung and SK Hynix have made chip engineers the most wanted partners in Korea's dating market. Dating shows, Netflix, and university enrolment figures are all moving in the same direction.

How Agentic AI Is Helping Chipmakers Find the Root Cause of Defects Faster
When a yield problem hits a semiconductor factory, the clues are scattered across dozens of systems. A new wave of AI-driven analytics tools promises to pull those clues together automatically.

Inside the $720 Billion Memory Factory Race Fuelling the AI Boom
South Korea's SK Hynix controls more than half the world's most sought-after AI memory chips. Now it is building the largest network of memory factories ever attempted, and every Big Tech CEO wants a seat at the table.

Intel raises $15 billion in new shares to ride the AI chip wave
The struggling chipmaker is betting big on demand for AI hardware, selling fresh stock to fund factories, packaging plants and next-generation silicon.

Battered AI Hedge Fund Situational Awareness Bets $400 Million on Chip Startup Source Foundry
Despite selling off half its assets last month, the fund founded by a former OpenAI researcher has now put a total of $500 million into a Stanford-born startup trying to make chip manufacturing faster and cheaper.

Analog Devices doubles down on robotics startups with renewed MassRobotics sponsorship
The semiconductor giant is giving Boston-area robotics founders direct access to its engineers, sensor technology and seed funding through its internal startup incubator.

Anthropic Is Building Its Own AI Chips
The company behind the Claude chatbot is hiring chip designers to make its AI faster and cheaper to run, following a path already taken by OpenAI, Google and Meta.

Chinese chip firm CXMT soars 466% on debut, rattling Western AI investors
A single stock market listing in Shanghai sent shockwaves through the global chip industry last week. Here is what happened and why it matters.

TSMC Pours Another $100 Billion Into Arizona as AI Chip Demand Shows No Sign of Slowing
The world's most important chipmaker is doubling down on its US bet, bringing its total Arizona commitment to $265 billion and pointing squarely at AI as the reason.

The chip machine company caught between Washington and Beijing
ASML makes the only tools on Earth that can print the world's most advanced chips. Right now, it is trying not to upset either side of the US-China trade war.

SK Hynix just pulled off the biggest US stock debut by a foreign company, ever
The South Korean memory chip maker raised $26.5 billion on the Nasdaq, riding demand for the chips that make AI work. Here is what that means, and why Washington is already calling.