Taiwan dominates advanced fabrication and foundry services, while South Korea and Japan lead in memory production and critical materials an...

India's Semicon 2.0 programme offers policy continuity for the semiconductor sector. This new policy covers the entire semiconductor value ...

The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...

Intel is investing five billion euros at its Irish campus. This expansion aims to boost manufacturing output for AI and high-performance co...

Altera, a chip maker spun from Intel, is experiencing significant annual growth. The company anticipates strong performance driven by artif...

In a post on X, Apple CEO Tim Cook called it a step towards an "end-to-end silicon supply chain" in the US, and the company thanked "the pr...

The chip is designed for inference - the stage of AI computing in which a trained model generates responses for users - rather than for tra...

Morgan Stanley has initiated coverage on SpaceX with an Overweight rating and a $300 target price, arguing its biggest opportunity lies bey...

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memo...

Samsung reported a significant profit jump, driven by strong AI chip demand. However, its stock declined amid concerns about the AI boom's ...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

India is significantly boosting its semiconductor ambitions with a Rs 1.25 lakh crore allocation for India Semiconductor Mission 2.0, a sub...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

Apple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...

Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced p...