#semiconductors
19 stories taggedsemiconductors.
Samsung and TSMC sign up for ASML's $400 million chipmaking machine as AI demand grows
The world's two biggest chipmakers have committed to using ASML's most advanced chip-printing tool, a sign that demand for the complex chips powering AI is only heading one way.
Besxar wants to build a semiconductor factory in orbit, launching piece by piece on SpaceX rockets
A start-up called Besxar is betting that making computer chips in the weightless environment of space will produce better results than any factory on the ground. The catch: every component has to hitch a ride to orbit and come back down again.
Nvidia forecasts 70% revenue growth as AI chip demand outstrips supply
The company's first-ever one-year revenue forecast calmed investor nerves, but CEO Jensen Huang admits demand is already running ahead of what Nvidia can ship.
Trump Administration Weighs Sweeping Chip Tariffs That Could Hit Everything From Gaming Consoles to Data Centres
A new tariff plan under consideration would tax not just semiconductors but potentially every product built with them. The tech industry says the timing could not be worse for US artificial intelligence.
Nvidia Manager and Supermicro Staff Indicted in Taiwan Over AI Server Smuggling to China
Nine people face charges of document forgery and breach of trust after allegedly helping hide billions of dollars' worth of restricted AI hardware shipped to China.
Arm Co-founder: AI Will Create More Value Than Any Tech Wave Before It, But Expect a Bumpy Ride
Hermann Hauser helped build the chip technology inside almost every smartphone on earth. His verdict on AI is bullish and cautious in equal measure.
Industrial robots are booming outside car factories, new data shows
North American robot orders jumped 21% in value in Q2 2026, and the biggest growth came from chip makers, life sciences firms and food producers, not the car companies that once dominated the industry.
TSMC's July Sales Jump 45% as AI Chip Demand Keeps Climbing
The world's biggest chip manufacturer posted $14.5 billion in monthly revenue, putting it ahead of its own 40% annual growth target. Here is what that means for the AI spending story.
This startup uses AI to hunt for chip materials that run cooler
Discovered Materials raised $9 million to deploy AI agents that test thousands of potential new chip materials a day, aiming to cut the heat that makes data centres so expensive to run.
Trump's New 15% Tariff Targets a Key Ingredient in Chips and Solar Panels
Polysilicon, the material China dominates making, will cost importers more from December. Here's what that means for AI hardware and your energy bill.
SK Hynix posts record profits but its shares still drop 6.5%, here's why
The South Korean memory chip maker beat almost every measure of growth, yet Wall Street wanted even more. CNBC Tech reported the results first; what they reveal about AI's appetite for computer memory is worth every investor's attention.
Apple hits $5 trillion as investors ditch AI stocks
The iPhone maker briefly topped a $5 trillion market value on Tuesday, becoming only the second company in history to hit that mark, as money poured out of AI and chip stocks into perceived safer bets.
Toilets, seasoning and glass fibre: the Japanese companies quietly winning the AI boom
Three Japanese firms whose core businesses have nothing to do with computing have become unlikely stock-market stars, because their decades-old materials end up inside the chips that power AI.
Former Intel CEO Pat Gelsinger Bets on Light to Revive Chip Innovation
Pat Gelsinger joins Playground Capital to back semiconductor startups, staking his next chapter on advances in lithography that could push Moore's Law forward again.
America's factories are booming. The problem is finding people to run them.
U.S. manufacturing hit a record $2.91 trillion in 2024, and foreign companies have poured trillions into American plants. But nearly half the jobs the industry will need by 2033 could go unfilled.