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Semiconductors

  • Monday, 3 November, 2025
    Microsoft Corp
    US allows Microsoft to ship Nvidia AI chips to use in UAE for first time

    Commerce department approval paves way for huge new investment in AI and cloud infrastructure in Middle East

  • Saturday, 1 November, 2025
    EU-China relations
    China signals easing of Nexperia semiconductor export ban

    Dispute over Netherlands-based chipmaker has threatened to disrupt global auto supply chains

    An employee in a cleanroom suit holds a box on a semiconductor production line at Nexperia
  • Wednesday, 29 October, 2025
    Nvidia
    Nvidia becomes world’s first $5tn company

    US chip giant’s stock propelled by strong sales of AI systems and prospect of access to China

    Jensen Huang holds up a large computer chip during his keynote address at the Nvidia AI summit.
  • Wednesday, 29 October, 2025
    Nvidia supplier has already sold next year’s chips on AI boom

    South Korean chipmaker points to difficulty in meeting demand as it posts record profits

    Close-up of an SK Hynix semiconductor product with the company logo, displayed against a background of blue circuitry graphics.
  • Tuesday, 28 October, 2025
    Nvidia
    Nvidia to invest $1bn in Nokia as chip giant extends deal spree

    Finnish group’s shares surge by a fifth on tie-up that will see US company become one of its largest shareholders

    Attendees walk past a brightly lit Nokia sign and colourful displays at the Nokia Oyj pavilion during the MWC25 tech show.
  • Tuesday, 28 October, 2025
    Silicon Valley chip start-up raises $100mn to take on TSMC and ASML

    Substrate plans to use particle accelerators to lower cost of chip manufacturing

    A large Substrate logo, the ASML name, and the TSMC logo are shown on a green circuit board background with a chip illustration.
  • Tuesday, 28 October, 2025
    Chinese economy
    China calls for ‘extraordinary measures’ to achieve chip breakthroughs

    Beijing pushes for technology self-reliance ahead of meeting between Xi Jinping and US President Donald Trump

    A woman takes a mobile phone photograph of an oscilloscope at a semiconductor trade show in Shenzhen.
  • Tuesday, 28 October, 2025
    Nexperia
    Nexperia faces ‘existential threat’ after Dutch seizure, Chinese owner warns

    Hundreds of jobs at chipmaker at risk in the Netherlands, Germany and UK, says parent company Wingtech

    A worker in full cleanroom attire stands among machines and computer monitors inside the Newport Wafer Fab semiconductor facility.
  • Tuesday, 28 October, 2025
    Europe Express
    EU officials rush to resolve dispute with China over rare earths and chips

    Also in this newsletter: Campaigners file complaint against appointment of ex-tech lobbyist to data privacy watchdog

    Premium content
    German Foreign Minister Johann Wadephul arrives holding a folder, standing beside a car with a German flag.
  • Monday, 27 October, 2025
    Chris Miller
    Why China keeps winning the trade war

    Beijing, Brussels and Washington are all searching for the most efficient way to gum up their adversaries’ supply chains

    A robotic arm moves a silicon wafer in the UK at a facility formerly owned by Nexperia. The company’s Chinese-packaged chips are used by Europe’s entire defence industry, according to reports in the Netherlands
  • Monday, 27 October, 2025
    Technology sector
    Qualcomm shares jump as it launches new AI chip to rival Nvidia

    San Diego-based tech company strikes deal to sell new data centre processor to Saudi group Humain

    A smartphone displaying the Qualcomm logo is partially obscured by a computer circuit board.
  • Thursday, 23 October, 2025
    Intel Corp
    Intel shares jump on improved revenue as turnaround shows progress

    Investments from Nvidia, SoftBank and Trump administration strengthened chipmaker’s finances

    Lip-Bu Tan, chief executive of Intel
  • Thursday, 23 October, 2025
    Nexperia
    Volvo and VW warn Nexperia battle risks triggering factory shutdowns

    Carmakers say disruption to chip supplies could affect production amid calls for diplomatic solution to dispute

    Workers assemble a purple Volkswagen ID.3 GTX FIRE+ICE electric car on a production line inside the Volkswagen factory.
  • Thursday, 23 October, 2025
    #techAsia
    Apple’s iPhone Air cuts and China robovan rollout

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Premium content
    A person holds an iPhone Air, displaying its slim profile and rear camera design.
  • Monday, 20 October, 2025
    Nexperia
    Nexperia’s China unit says staff can ignore orders from Dutch headquarters

    Tensions escalate between Beijing and The Hague over control of Chinese-owned, Netherlands-based chipmaker

    An employee in protective clothing and a mask works with a semiconductor wafer on the Nexperia production line
  • Friday, 17 October, 2025
    Automobiles
    Carmakers gear up for chip battle after China curbs Nexperia exports

    Industry warns of disruption to European production following Beijing’s retaliation for Dutch government’s seizure

    Workers assemble Volkswagen ID.3 and Cupra Born electric sedans on a production line, with car hoods open at a Volkswagen plant.
  • Friday, 17 October, 2025
    Misha Glenny
    Europe is the biggest loser in US-China rare earth wars

    Its dual dependence on America’s digital services and Beijing’s critical mineral processing industry leaves it highly vulnerable

    Montage image of the EU flag and a truck shifting earth
  • Thursday, 16 October, 2025
    #techAsia
    Microsoft steps further from China, rare earth miners get a boost

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Premium content
    A worker uses a large hose to spray water onto muddy ground at a rare earth metals mine in Jiangxi province, China, creating a slurry of soil and rocks.
  • Thursday, 16 October, 2025
    Taiwan Semiconductor Manufacturing Co Ltd
    TSMC raises sales outlook on ‘very strong’ AI demand

    Taiwanese chipmaker reports highest quarterly profit

    TSMC logo in large red letters displayed on a tiled circular structure outside the company's museum in Hsinchu
  • Wednesday, 15 October, 2025
    News in-depthArtificial intelligence
    UK data centre start-up Nscale strikes $14bn Microsoft deal in push for IPO

    Nvidia-backed AI cloud group secures huge new contract as chief executive eyes public listing in ‘back end of next year’

    Joshua Payne is centered between the Nscale and Microsoft logos on a blue background.
  • Tuesday, 14 October, 2025
    The FT ViewThe editorial board
    Europe needs a better chip strategy

    The Dutch seizure of Nexperia shows how ensnared the EU is in the US-China tech war

    A worker in a full cleanroom suit operates equipment inside the Newport Wafer Fab semiconductor manufacturing facility.
  • Tuesday, 14 October, 2025
    FT News Briefing podcast11 min listen
    The Netherlands takes over Chinese-owned chipmaker

    The Dutch government said national security motivated the move

  • Tuesday, 14 October, 2025
    Samsung Electronics Co Ltd
    Samsung on track for highest profit in 3 years

    Tech conglomerate estimates operating profit rose more than 30% after several quarters of tepid growth

    A Samsung Electronics logo displayed on a screen set among computer motherboard components with blue and red lighting.
  • Monday, 13 October, 2025
    LexTaiwan Semiconductor Manufacturing Co Ltd
    TSMC’s stock market rally is a triumph of need over fear

    The balance between risk and dominance will determine the chipmaker’s outlook

    Premium content
    TSMC logo in front of the Museum of Innovation entrance, with several people walking on the steps outside the building
  • Monday, 13 October, 2025
    LexTechnology sector
    Dutch courage on Nexperia heralds more unravelling of deals

    In future, international buyers may demand discounts to at least partially compensate for risk of forced divestments

    Premium content
    Flags of Nexperia waving in Nijmegen, the Netherlands
Previous page1Next page

Most Read

  1. US allows Microsoft to ship Nvidia AI chips to use in UAE for first time
  2. China signals easing of Nexperia semiconductor export ban
  3. Nvidia becomes world’s first $5tn company
  4. Nvidia supplier has already sold next year’s chips on AI boom
  5. Why China keeps winning the trade war

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