#semiconductors
17 stories taggedsemiconductors.
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 is 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. What that tells us about AI's voracious appetite for computer memory.
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 push the boundaries of semiconductor technology, aiming to reignite Moore's Law through advances in lithography.
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 more into American plants. But nearly half the jobs the industry will need by 2033 could go unfilled.
The secret ingredient keeping AI running: advanced materials science
Chips and software grab the headlines, but a quieter race is under way in the labs developing the physical materials that let AI hardware exist at all.
Jeff Bezos and the UK Government Just Bet $450 Million on a Startup That Hunts for New Materials Using AI
Cambridge-based CuspAI wants to be the search engine for rare materials, cutting the time and cost of finding the physical stuff that powers chips, batteries and beyond.