The state department has pushed for close scrutiny before approving export licences
History suggests such a venture is particularly prone to value destruction
Deal for wireless chip specialist is likely to be valued at about $7bn
South Korea’s Samsung and SK Hynix to boost capital spending but say capacity expansion will be limited this year and next
Dutch chipmaking equipment group says customers have ‘strong belief that the AI demand is real’
Deal tightens ties with fast-growing ‘neocloud’ group as competition in AI infrastructure intensifies
‘Insatiable’ demand and supply bottlenecks drive rally in once-unglamorous sector
Manufacturing setbacks undermine company’s efforts to become US champion in advanced chipmaking
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Kioxia’s stock has gained around 800 per cent in the past 12 months
Dutch chipmaking equipment supplier dominates in a way that markets cannot correct
Parts makers concerned about whether Beijing will allow imports of AI processors
Korean behemoth’s struggles with advanced AI memory have turned customers towards its more commoditised products
Agreement will reduce tariffs on goods from the country to 15%
Taiwanese chipmaker beats own guidance on revenue and gross profit margin
Levies designed to enact deal Donald Trump cut with chipmakers to allow shipments of AI processors
Multiyear agreement with Nvidia rival adds to ChatGPT maker’s spree of recent computing tie-ups
Auto groups buy wafers from chipmaker’s Dutch arm and ship them to its Chinese unit to avoid output stoppages
It’s the poster child for AI, but surely its shares are too expensive now
Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech
The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger rival
Processing of the technology is starting to migrate from data centres to ‘the edge’ — devices like personal computers
Strong guidance marks turnaround and reflects how South Korean chipmaker has benefited from chip supply crunch
Company confident ‘last details’ of deal with White House to resume AI chip exports will be finalised soon
Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors
