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Keywords: Semiconductor


BlackRock foresees record AI infrastructure boom propelled by hyperscaler investments

Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......

Alphabet shares reach new record as Google challenges Nvidia’s reign in AI chips

Alphabet  shares climbed to unprecedented heights following reports that Google’s latest AI advancements and chip technology are disrupting Nvidia’s  dominance in the artificial intelligence hardware space. The surge comes amid growing investor enthusiasm fueled by the......

TSMC to boost Taiwan’s semiconductor leadership with three new 2-nanometer fabs

Taiwan Semiconductor Manufacturing Company (TSMC) is set to significantly expand its 2-nanometer chip manufacturing capacity by constructing three additional fabs in Taiwan’s Southern Science Park. This ambitious expansion will increase TSMC’s total 2nm fab count in Taiwan from seven to ten,......

TSMC accelerates production and expands capacity to meet unprecedented AI chip demand

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest chipmaker, is intensifying its production to meet soaring demand for artificial intelligence (AI) chips. Operating around the clock, TSMC is rapidly scaling its advanced technology offerings, including the 2-nanometer (nm) process......

Honda profits drop 37% due to Trump tariffs and chip shortage

Honda has reported a 37% drop in net profit for the six months ending in September, citing the impact of tariffs imposed by former U.S. President Donald Trump and a global semiconductor shortage that disrupted production at a key factory in Mexico. The Tokyo-based automaker announced on Friday that......

Nvidia CEO praises TSMC as demand for Blackwell chips surges

Nvidia's CEO, Jensen Huang, made an emotional return to Taiwan over the weekend, marking his fourth visit this year. Speaking at Taiwan Semiconductor Manufacturing Co.’s (TSMC) annual sports day in Hsinchu, Huang delivered a heartfelt speech in Mandarin, acknowledging the critical role TSMC......

China unveils national automotive chip testing platform in Shenzhen

China has launched its first national automotive chip testing platform in Shenzhen, a strategic move to bolster self-reliance in semiconductors amid a global chip shortage fueled by tensions with Nexperia. The facility, jointly developed by state-owned China Reform Holdings and the China Automotive Technology......

AI boom drives global memory chip shortage and rising prices

A surge in artificial intelligence (AI) investments has triggered a global shortage of conventional memory chips, disrupting supply chains and driving up prices across the tech industry. The shift to high-bandwidth memory (HBM) chips, critical for AI workloads, has left manufacturers struggling to meet......

Nvidia and Intel join forces to build cutting-edge AI systems with a $5 billion deal

Nvidia and Intel have unveiled a groundbreaking partnership aimed at accelerating artificial intelligence across data centers and personal computing. Nvidia will invest $5 billion in Intel, securing a significant equity stake as the two tech giants collaborate to develop next-generation AI systems. The......

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