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#semiconductor

14 stories taggedsemiconductor.

Illustration: a large modern semiconductor fabrication facility at dusk
AI Business

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.

3 min read
A semiconductor manufacturing or design workspace with circuit board mockups, technical schematics on displays, a small team huddle around a physical chip sampl
Frontier Labs

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.

4 min read
Illustration: a massive data centre facility with rows of server racks stretching into depth
AI Business

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.

4 min read
A South Korean dating show set or university campus scene showing young professionals, with visual references to semiconductor industry success, Samsung facilit
Everyday AI

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.

4 min read
Illustration: Soft natural window light from the left
AI Business

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.

3 min read
A vast, modern GPU data centre interior photographed at floor level, rows of illuminated server racks receding into the distance, cool blue and white light refl
AI Business

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.

4 min read
Illustration: Rows of glowing server racks inside a large modern data centre
AI Business

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.

3 min read
Illustration: A polished corporate conference room seen from slightly above and behind rows of empty ergonomic chairs facing
AI Business

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.

3 min read
A sleek white service robot standing in a softly lit modern care home corridor, its body angled slightly away from a blurred seated figure in the background, on
Robotics

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.

3 min read
A vast glowing network of interconnected nodes and pathways spreading across a dark digital landscape, each node pulsing with soft blue and white light, represe
AI Business

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.

3 min read
Illustration: A modern open-plan office interior
AI Business

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.

3 min read
A polished aluminium MacBook and iPhone lying on a clean white table, with abstract glowing circuit-board patterns reflected across their surfaces, shot in shar
AI Business

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.

3 min read
Illustration: a large server room bathed in cool blue light
Policy

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.

3 min read
Illustration: Rows of gleaming silicon memory chips on a dark reflective surface under cool blue-white industrial
AI Business

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.

3 min read
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