Semiconductors

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As Nvidia hits $2 trillion, billionaire Marc Rowan’s asset manager Apollo calls AI a ‘bubble’ worse than even the dotcom era 
Tech

As Nvidia hits $2 trillion, billionaire Marc Rowan’s asset manager Apollo calls AI a ‘bubble’ worse than even the dotcom era 

By
February 26, 2024
Japan kicks in another $4.8 billion for TSMC plant, calls cutting-edge chips ‘extremely essential for the future of industries’ 
Tech

Japan kicks in another $4.8 billion for TSMC plant, calls cutting-edge chips ‘extremely essential for the future of industries’ 

By Takashi Mochizuki and Bloomberg
February 24, 2024
Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks at a roundtable in Singapore, on Wednesday, Dec. 6, 2023. Huawei Technologies Co. is among a field of "very formidable" competitors to Nvidia in the race to produce the best AI chips, according to Huang. Photographer: Lionel Ng/Bloomberg via Getty Images
Success

The rise of Jensen Huang, the Nvidia CEO who was born in Taiwan, raised in Kentucky, and is now one of the richest men on earth

By Jane Thier and Paolo Confino
February 22, 2024
Sam Altman, Pat Gelsinger
Tech

Sam Altman, Intel CEO Pat Gelsinger blown away by AI boom: ‘It’s just magic the way these tiny chips are enabling the modern economic cycle’

By Michael Liedtke and The Associated Press
February 22, 2024
Nvidia’s China sales are down to a ‘mid-single-digit percentage,’ as U.S. controls restrict exports of the $1.7 trillion chipmaker’s leading AI chips
Tech

Nvidia’s China sales are down to a ‘mid-single-digit percentage,’ as U.S. controls restrict exports of the $1.7 trillion chipmaker’s leading AI chips

By
February 22, 2024
‘The most important stock on planet earth’: Wall Street watches and waits for Nvidia’s bombshell as the AI pacemaker reports earnings
Finance

‘The most important stock on planet earth’: Wall Street watches and waits for Nvidia’s bombshell as the AI pacemaker reports earnings

By Carmen Reinicke and Bloomberg
February 21, 2024
Japan is still selling chipmaking tools to Chinese buyers, and it led to an almost 30% jump in exports to China last month
Tech

Japan is still selling chipmaking tools to Chinese buyers, and it led to an almost 30% jump in exports to China last month

By Yuri Kageyama and The Associated Press
February 21, 2024
Biden discusses funding for semiconductor industry
Tech

The Chip Wars continue: GlobalFoundries scores $1.5 billion to fund expansion in New York, Vermont

By Josh Boak and The Associated Press
February 20, 2024
Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., during the SoftBank World event in Tokyo, Japan, on Wednesday, Oct. 4, 2023.
Newsletters

SoftBank mulls $100 billion AI-chip play as big cash sloshes around the semiconductor sector

By
February 19, 2024
Jensen Huang
Tech

Nvidia tried and failed to buy Arm for $40 billion in 2020, but it just reported a stake worth $147.3 million

By Nick Turner and Bloomberg
February 14, 2024
‘Success breeds success’: How a 1,400-hectare plot became the hub of the global chip industry—and the world economy
Tech

‘Success breeds success’: How a 1,400-hectare plot became the hub of the global chip industry—and the world economy

By
February 11, 2024
Sam Altman and Elon Musk are ‘playing a game of one-upmanship’ in an era of ‘absurdist capitalism,’ says ex-Facebook exec
Tech

Sam Altman and Elon Musk are ‘playing a game of one-upmanship’ in an era of ‘absurdist capitalism,’ says ex-Facebook exec

By
February 10, 2024
Jensen Huang
Tech

$1.72 trillion AI chip giant Nvidia has rocketed in value so fast it’s about to pass Amazon as the 4th-most valuable U.S. company

By Ryan Vlastelica and Bloomberg
February 9, 2024
Indiana poised to win a $15 billion chip packaging plant from South Korea’s SK Hynix that could solve a major bottleneck in the U.S. supply chain
Tech

Indiana poised to win a $15 billion chip packaging plant from South Korea’s SK Hynix that could solve a major bottleneck in the U.S. supply chain

By MacKenzie Hawkins, Yoolim Lee and Bloomberg
February 2, 2024
The chip industry’s dirty little secret: It’s very dirty
Magazine

The chip industry’s dirty little secret: It’s very dirty

By
January 29, 2024

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