Tag - chipmakers

 
 

CHIPMAKERS

Nvidia head Jensen Huang speaks in Washington in October. The CEO said earlier this year that when its Blackwell chip was released, nobody wanted the previous generation anymore.
BUSINESS / Tech
Dec 11, 2025
AI’s $400 billion problem: Are chips getting old too fast?
With chipmakers releasing new, more powerful processors faster than before, estimates regarding how fast these chips become obsolete may be overly optimistic.
A woman and her relatives look at her home, which was damaged during a night of Russian missile and drone strikes, amid Russia's attack on Ukraine, in Novi Petrivtsi, outside Kyiv, on Saturday.
WORLD
Dec 11, 2025
Intel and AMD accused of allowing chips in Russian missiles
The lawsuits, filed on behalf of dozens of Ukrainian civilians, accuse the companies of “willful ignorance” as third parties resold restricted chips to Russia.
Jensen Huang (center), chief executive officer of Nvidia, takes questions during the China International Supply Chain Expo in Beijing in July.
BUSINESS / Economy / FOCUS
Dec 10, 2025
Trump’s Nvidia deal reshapes China strategy and risks supercharging Xi’s AI push
The move raises questions about how far the U.S. president will go to steady ties with his Chinese counterpart.
Nvidia CEO Jensen Huang speaks alongside U.S. President Donald Trump at the White House in Washington on April 30.
BUSINESS / Tech / FOCUS
Dec 10, 2025
Trump’s reprieve for Nvidia’s H200 spurred by Huawei’s AI gains
The U.S. president concluded the move carried a lower security risk because Huawei already offers AI systems with comparable performance.
U.S. President Donald Trump and Nvidia CEO Jensen Huang at the White House in Washington in April.
WORLD / Politics
Dec 9, 2025
Trump’s Nvidia shift hands Xi opening on national security curbs
The president granted the tech company permission to export its high-end H200 chip to China, watering down years of U.S. national security safeguards.
Jensen Huang, president and chief executive of Nvidia, delivers a keynote address during the Nvidia GTC conference in Washington on Oct. 28.
BUSINESS / Tech
Dec 9, 2025
U.S. to allow Nvidia H200 chip shipments to China, Trump says
The U.S. government will collect a 25% fee on such sales, an approach the U.S. president says will apply to other AI chipmakers.
Chips at a booth in a mall of the Huaqiangbei electronics market in Shenzhen, Guangdong province, China, on Oct. 30. Many Chinese smartphone makers are warning of price increases.
BUSINESS / Tech / FOCUS
Dec 3, 2025
The AI frenzy is driving a new global supply chain crisis
Japanese electronics stores have begun limiting how many hard-disk drives shoppers can buy while Chinese smartphone makers are warning of price increases.
Amazon's AWS is the largest seller of rented computing power and data storage.
BUSINESS / Tech
Dec 3, 2025
Amazon rushes out latest AI chip to take on Nvidia and Google
The chip push is a key element of Amazon’s strategy to stand out in AI.
Taiwan Semiconductor Manufacturing Co. reported the alleged theft to the authorities this year, triggering a probe that’s cast a spotlight on the sensitive nature of chipmaking technology.
BUSINESS / Companies
Dec 2, 2025
Taiwan charges Tokyo Electron in TSMC secrets theft case
The development escalates a dispute involving two Asian linchpins of a chip industry increasingly vital to national and economic security.
Signage at the Micron Technology booth at the China International Import Expo in Shanghai is seen on Nov. 6.
BUSINESS / Companies
Nov 29, 2025
Micron to invest $9.6 billion in western Japan plant, report says
Micron will build the facility within the compound of its Hiroshima plant, starting in May, with plans to launch high-bandwidth memory chips shipments around 2028.
Taiwan Semiconductor Manufacturing Co. says it has filed a lawsuit in Taiwan's Intellectual Property and Commercial Court against Wei-Jen Lo, its former senior vice president.
BUSINESS / Tech
Nov 27, 2025
Intel denies TSMC allegations that executive leaked trade secrets
TSMC said Tuesday it had filed a lawsuit in Taiwan’s Intellectual Property and Commercial Court against Wei-Jen Lo, its former senior vice president.
Taiwan Semiconductor Manufacturing Co.'s fabrication plant in Kaohsiung, Taiwan. Under a possible new arrangement, Taiwanese companies, including TSMC, would send new capital and workers to expand their U.S. operations and train U.S. workers.
BUSINESS
Nov 26, 2025
Trump team negotiating Taiwan deal that could train U.S. workers, sources say
Trump has previously said some skilled foreign workers may be necessary to train Americans in state-of-the-art factories.
SoftBank shares have plunged around 40% since late October as it sits at the forefront of a global AI selloff.
BUSINESS / Companies
Nov 26, 2025
SoftBank’s 40% slide from peak shows worry over giant OpenAI bet
Growing unease over frothy artificial intelligence valuations is weighing on shares of SoftBank Group, which traders increasingly view as a proxy for privately held OpenAI.
Rapidus is planning to build a second plant in Hokkaido to produce next-generation microchips, according to local media reports.
BUSINESS / Companies
Nov 26, 2025
Rapidus plans second cutting-edge chip plant: reports
The aim is to produce next-generation 1.4-nanometer microchips as soon as 2029, the reports said.
A truck waits outside of the gate of Nexperia factory amid a shortage of chip supply caused by the diplomatic standoff between China and the Netherlands over the company, in Dongguan, Guangdong province, China, on Nov. 7.
BUSINESS / Tech
Nov 24, 2025
How the Nexperia chip crisis upended auto supply chains — again
A factory in China’s industrial south has become a global choke point for automotive chips, upending a sector that swore it wouldn’t be caught again by supply-chain disruptions.
Nvidia's H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor the H100, allowing it to process data more quickly.
BUSINESS / Tech
Nov 22, 2025
U.S. mulls letting Nvidia sell H200 chips to China, sources say
The possibility signals a warmer approach to China, after U.S. President Donald Trump and Chinese leader Xi Jinping agreed to a trade truce last month.
Hei Seki, member of the House of Councilors, speaks during an interview in Tokyo on Thursday.
JAPAN / Politics
Nov 21, 2025
Japan should counter China threats with U.S. help, lawmaker says
Washington has been asking Japan to join forces to cripple China’s ability to make advanced semiconductors, which are critical for economic security and defense capabilities.
Japanese and South Korean tech stocks tumbled Friday, with Softbank falling over 10% amid AI bubble concerns.
BUSINESS / Markets
Nov 21, 2025
Asia tech stocks tumble on AI bubble fears
Seoul’s benchmark Kospi index was trading down nearly 4%, while Tokyo’s Nikkei index shed 2.3% in morning trade.
Flags fly next to a logo of Nexperia at the facade of its factory in Dongguan, Guangdong province, China, on Nov. 7 amid a shortage of chips caused by a diplomatic standoff between China and Netherlands over the company.
BUSINESS / Tech
Nov 20, 2025
Netherlands returns control of Nexperia to Chinese owner
The move defuses a standoff with Beijing over the maker of “legacy” chips that had begun to hamper automotive production around the world.
Nvidia CEO Jensen Huang says owners of large data centers will continue to spend on new gear because investments in artificial intelligence have begun to pay off.
BUSINESS / Tech
Nov 20, 2025
Nvidia’s upbeat forecast soothes fears of AI spending bubble
Sales will be about $65 billion in the January quarter, the chipmaker said, while analysts had estimated $62 billion, on average.

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