South Korea has denied a local media report claiming that its government is discussing a semiconductor project as the initial investment under its $350 billion commitment to the United States.

An investigation suggests that Microsoft's plans for Artificial Intelligence development may be constrained by a shortage of advanced chips, despite the company's public statements on its AI capacity.

The US-China tech war is reportedly expanding beyond semiconductor chips to include AI's underlying infrastructure, with the US Federal Communications Commission (FCC) considering a ban on Chinese optical transceivers.

The United Kingdom's economy is facing 'Chipflation,' an inflationary trend caused by the surging demand for chips critical to artificial intelligence development.

Nvidia CEO Jensen Huang has stated that chips should be considered an 'investable asset class,' highlighting their growing importance and value in the global economy.

Author and presenter Dawn O’Porter shares her greatest fears, including clothes moths and the threat of world war three, her addiction to chips, and the scary gift she plans to leave her children.

Five years after the Taliban seized power in Afghanistan, questions are being raised about the extent of the West's remaining influence in the country. Many observers are assessing whether Western nations still possess any significant bargaining chips.

Surging demand for AI agents is keeping Nvidia's Blackwell compute chips scarce and expensive, despite the company's efforts to expand capacity and improve efficiency.

Chinese chipmaker SMIC has increased its prices, attributing the adjustment to robust demand for chips driven by the artificial intelligence sector.

KLA Corporation is reportedly well-positioned to capitalize on the increasing complexity of semiconductor chips. This outlook suggests potential growth for the company within the evolving technology sector.

A Chinese company has surpassed Micron and Kioxia in shipments of critical NAND memory chips, a segment benefiting from the increasing demand for artificial intelligence.

CoreWeave is experiencing robust demand for six-year-old Nvidia chips, a trend that helps to justify the current capital expenditures in the AI sector and counters a key bear case on the AI trade.

Alphabet's stock declined as investors expressed concerns that Nvidia's $500 billion financing deal for AI buildout, backed by Wall Street players, could pose a threat to Alphabet's custom chip efforts.

CoreWeave's stock has risen following a raised outlook, with strong demand for Nvidia chips keeping analysts bullish. This performance was highlighted in market watch reports, noting the company's booming demand.

Kidapawan City's Sangguniang Panlungsod has mandated pet microchipping across its 40 villages and increased fees for impounded strays, aiming to enhance rabies control efforts.

Goldman Sachs suggests that the bottleneck in artificial intelligence is no longer solely chips, identifying new categories of companies poised to be the next big winners in the AI sector.

Despite a 16% sales growth in the last quarter, Apple is grappling with supply bottlenecks and rising memory costs, which are expected to squeeze margins until 2027. The market anticipates Apple will develop its own chips.

A new study from the University of California, Davis, found that 93% of avocado oil-labeled chips at supermarkets contain other oils, despite being marketed as a healthier alternative.

Paulina McPadden of Baillie Gifford & Co. expressed support for chip manufacturers like Taiwan Semiconductor Manufacturing Co. and SK Hynix Inc., citing their near-monopoly in advanced chip production over China.

Taiwan Semiconductor Manufacturing Company (TSMC) announced a significant increase in sales for July on Monday, as demand for its chips continues to strengthen. TSMC: 45% Leap in...

Apple is reportedly testing memory chips from China's CXMT for use in its iPhones and MacBooks, according to a Wall Street Journal report.

Broadcom is strategically pairing its growth in AI chip technology with an increased focus on software security. This dual approach positions Broadcom as a significant player in the semiconductor industry, often compared to Nvidia.

A key US agency is reviewing how Chinese AI firms acquire and access Nvidia Corp. chips overseas, following technological breakthroughs that highlight their ability to use cutting-edge hardware despite Washington’s restrictions.

While Nvidia currently dominates the AI chip market, Bank of America analysts suggest that AMD is making strides to close the gap.

SpaceX and Tesla have confirmed the establishment of a Terafab site, a strategic move to address the global shortage and high demand for semiconductor chips.

Merck KGaA, a German science and technology company, has raised its financial outlook, citing robust demand for its lab tools and products used in chip manufacturing.

Global stock markets retreated from record levels, influenced by performance in the chips sector, while gold prices saw an increase.

An update regarding Alibaba's Qwen sends a clear signal about the resilience of AI chips.

GlobalFoundries surpassed its second-quarter estimates, and Infineon's revenue forecast beat expectations, both driven by increasing demand for AI power chips. This indicates a strong market for semiconductor manufacturers catering to the artificial intelligence sector.

German semiconductor manufacturer Infineon has reported record sales, experiencing a broad upturn across all business segments, particularly fueled by soaring demand for AI chips.

South Korean AI chip startup FuriosaAI announced it will supply over 8,800 of its RNGD inference accelerators for a new 15-megawatt artificial intelligence data center being developed in Stockholm.

Nvidia's stock saw an increase following an announcement by Elon Musk that SpaceX would exclusively utilize Nvidia's chips for its operations.

An expert indicates that NVIDIA is experiencing a 12-to-1 demand-to-supply ratio for its chips, suggesting it might be an opportune time for investors to buy the stock.

Blackstone Inc. has initiated preliminary discussions with investors to assess interest in a second large debt package aimed at financing Anthropic PBC's utilization of chips from Alphabet Inc.'s Google.

The rapid growth in artificial intelligence chips is creating new legal challenges for South Korean chipmakers, with Samsung Electronics and SK hynix reportedly facing a US class action lawsuit. The suit alleges coordinated cuts in conventional DRAM supply while capacity shifted towards AI chips, raising patent stakes.

Malaysia is experiencing a significant economic turnaround, establishing itself as a prominent manufacturing hub for artificial intelligence and chips in Asia.

Tech giants' ambitious AI projects, requiring hundreds of billions for data centers and chips, are causing lenders to grow nervous about the potential for these massive investments to become 'junk' if they don't pay off.

Bijelo Polje is set to introduce new regulations requiring mandatory leashes, microchips, and waste bags for pets, with fines ranging from 200 to 5,000 euros for non-compliance, aiming to control stray animals.

The Trump Administration has announced an $874 million push for artificial intelligence under the CHIPS Act, with GlobalFoundries securing the largest award in the initiative.

Microsoft has announced an increase in the price of its Xbox consoles, citing a global shortage of memory chips. The company states that the cost of these key components has more than doubled since October 2025 (likely a typo for 2022 or 2023), with further increases expected.

Nvidia is reportedly planning a new shipbuilding investment with Kawasaki, exploring how advanced technology can enhance the maritime industry.

MediaTek is reportedly planning to secure $5 billion in financing to support its development and production of AI data-center chips.

Apple is experiencing a surge in demand globally, but the company's next CEO will likely face challenges, including a potential global shortage of memory chips. The company is not currently spending billions on AI data centers, which is seen as a positive.

Teradyne's market outlook has improved significantly due to robust demand for custom silicon chips.

A humanoid robot, equipped with Qualcomm’s AI chips, experienced a malfunction and collapsed during a public event held in Taipei.

A bipartisan group of US senators has urged Apple Inc. to avoid purchasing memory chips from blacklisted Chinese semiconductor suppliers CXMT Corp. and Yangtze Memory Technologies Co., warning of the risks of reliance on a US adversary.

Apple is reportedly lobbying US officials to approve Chinese memory chips from CXMT, a move that has raised national security concerns among US lawmakers, especially after the Pentagon added CXMT to its list of Chinese military companies.

The Food and Drug Administration (FDA) in Maharashtra, India, has issued an order prohibiting the sale of chocolates, chips, and cold drinks in schools.

Taiwanese chipmaker UMC has raised its capital expenditure forecast for 2026 and is expanding its fabrication plants in Singapore and Taiwan. This expansion aims to meet the growing demand for artificial intelligence-related chips.

Advantest Corp. has increased its financial outlook, citing robust demand for its chip testers, which are essential for manufacturing complex AI data center chips.

A national Chinese chip manufacturer saw its stock surge 466% on its market debut, reflecting investor confidence in Beijing's efforts to build an independent semiconductor industry against US restrictions.

The high cost of DRAM (Dynamic Random-Access Memory) is suggested to be a significant factor contributing to challenges in the broader chip industry.

Emerging market stocks have dropped to their lowest point in three months, primarily due to a slide in Asian tech stocks, while a pullback in oil prices has helped shield European bourses and currencies.

The article explores how the current artificial intelligence boom is impacting various sectors, drawing an analogy to the demand for chips. It suggests that the AI surge is creating widespread effects beyond just hardware, influencing diverse industries.

A startup backed by Eric Trump has secured AMD chips for its humanoid robots and is now developing military versions, reviving conflict-of-interest fears.

The eighth edition of the Dare2Scale accelerator program has launched, with Endeavor Bulgaria selecting 10 promising companies and one NGO. The new cohort focuses on key areas such as AI chips for NATO, global fintech, and marine innovations, reflecting current technological trends.

The artificial intelligence boom is extending beyond semiconductor chips, creating new investment opportunities in other sectors, with specific ETFs identified as potential beneficiaries.

The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data centers, according to Parnassus Investments CIO Todd Ahlsten.

SpaceX and Tesla are reportedly planning to construct the world's largest factory, named Terafab, in Grimes County, Texas, to address their significant future demand for chips and memory.

The United States has reportedly warned Apple against sourcing memory chips from China. This move reflects growing concerns about national security and supply chain vulnerabilities related to Chinese technology.

US Commerce Secretary Howard Lutnick has reportedly asked Apple to refrain from purchasing memory chips from China, urging the iPhone manufacturer to seek alternative solutions to supply shortages.

Indian Prime Minister Narendra Modi announced an ambitious target of 100 GW of nuclear power capacity to meet the growing energy demands for AI, chip manufacturing, and data centers. This initiative is part of India's broader push for economic growth and self-reliance in critical technologies.

We bring you an overview of the most important political events of the week with a dose of humor.

Five years after the Taliban seized power in Afghanistan, questions are being raised about the extent of the West's remaining influence and bargaining chips in the country.

The unexpected plan for the Tata Sons Chairman to step down has sparked worries regarding the Indian multinational's significant investments. These include projects in chips, iPhones, and Air India, which are considered of national importance.

South Korea is investing heavily in ambitious projects like quantum chips, fusion power, and a lunar landing to boost its sluggish growth potential in a post-AI economy, addressing an aging population and reliance on semiconductor exports.

Restaurant critic Jimi Famurewa explores the phenomenon of the "spice bag," a fusion dish of spicy chicken, chips, and curry sauce that has become a popular Irish-Chinese takeaway item.

Private capital firms are wagering that the crucial hardware will hold its value for years to come

Cerebras Systems Inc. increased its annual targets, citing strong demand for its AI chips.

Fast-casual restaurant chain Cava reported higher-than-expected sales, driven by increased customer demand for its Mediterranean-inspired menu items like pita chips and salmon, bucking the trend of rising dining-out prices.

Blue chip stocks have pushed the Athens Stock Exchange (ASE) to achieve a slight gain, indicating positive movement in the Greek market.

China is rapidly advancing in artificial intelligence, developing chips, models, and humanoid robots, posing a significant challenge to Silicon Valley's leadership in the AI industry.

Micron Technology indicates that customers are actively seeking memory chips, even at 'very high' prices, signaling strong demand in the market.

The spice bag has become Ireland's unofficial national dish, prompting questions about whether its success is rooted in a culture of fussy eating, particularly among a generation raised on more affordable options like chicken goujons and chips.

The money will be used to develop new data centres to house, operate, and cool miles of stacked computer chips that process AI data and actions.

Intel has decided to raise $15 billion in fresh capital, betting on renewed AI enthusiasm to fund its expansion into chips and physical AI, while Apple received a rare downgrade from Jefferies due to supply chain concerns.

A new analysis questions the 'hyperscaler thesis' by highlighting potential 'hidden debt' from commitments to pay for GPU chips, regardless of usage. These binding future cash obligations do not appear as traditional debt on balance sheets.

Taiwan Semiconductor (TSM) is being recognized as a potential leading beneficiary in the buildout of artificial intelligence infrastructure. Its role in producing advanced chips is critical for the expanding AI ecosystem.

Malaysia aims to elevate its economic partnership with South Korea, focusing on high-value industries like semiconductors, AI, and electric vehicles, moving beyond traditional manufacturing.

The development of AI systems is not only shaped by chips, models, and rules but also critically by the quality of their data sources and the institutions that guarantee the authenticity of that knowledge, highlighting the blend of analog and digital information.

Switzerland plans to significantly restrict advertising for unhealthy products like chips, chocolate, and energy drinks targeting children in schools, on TV, and online, starting next year.

China's pharmaceutical industry is grappling with a severe shortage and soaring prices of lab monkeys, with cynomolgus macaques doubling in cost within a year, making securing research primates as challenging as negotiating for Nvidia chips.

The Financial Times argues that the US Congress needs to urgently broaden its export control regime on chips if it is serious about winning the AI race.

US restrictions on foreign-made robots are escalating its broader competition with China across key technological sectors, including AI, chips, and industrial development.

The market for computer components, including memory, disks, flash chips, and graphics accelerators, is experiencing significant price increases attributed to the booming demand from the artificial intelligence sector.

Lam Research's latest earnings report suggests that the supercycle for AI chips is far from over, providing insights into the ongoing demand in the semiconductor industry.

Blackstone is reportedly pitching a substantial $36 billion debt deal to finance the development and production of AI chips for Anthropic.

Leading memory chip manufacturers Samsung, SK Hynix, and Micron have reportedly sold out their entire supply of memory chips for 2027, indicating strong demand.

The U.S. is reportedly weighing a polysilicon price floor and tariffs to protect its domestic factories and counter China's growing influence in the solar and chip supply chains.

The world's largest PC manufacturers have begun incorporating memory chips from China's CXMT, seeking alternatives to established suppliers like Samsung, SK Hynix, and Micron.

Advancements in semiconductor electronics have led to transistors shrinking even further, with a new special construction method allowing them to conquer the third dimension. This development aims to create more compact computer chips.

Romania has begun issuing new electronic identity cards with chips this week, phasing out the old-style classic ID cards. Documents without chips will only be issued in special circumstances.

A five-year-old boy in Mysuru, India, tragically died after swallowing a toy ball found inside a snack packet. The incident has raised concerns about product safety for children.

Leading economist Steve Hanke expresses skepticism about artificial intelligence becoming a major job destroyer, arguing that the technology's significant costs in terms of water, power, and microchips make it too expensive to pose a widespread threat to employment.

Prices for devices like iPads and Xboxes are increasing significantly as the demand from AI applications leads to a hoarding of memory chips.

The founder of Social Capital has advised investors to avoid AI chips, while Binance founder CZ commented on the current bear market, suggesting that money is actively seeking opportunities.

Jim Cramer explains that Intel Corporation (NASDAQ:INTC) is involved in more than just selling computer chips, suggesting a diversified business strategy or new ventures.

Alibaba's stock saw a significant increase following news of a major deal between Moonshot and an AI company involving 20,000 chips, signaling investor confidence in the AI sector.

A bipartisan group of US senators, led by Chuck Schumer and Jim Banks, has written to Apple CEO Tim Cook, demanding the company abandon plans to purchase memory chips from Chinese suppliers CXMT and YMTC by an August 21 deadline.

Sørlandschips has halted production at its factory in Kristiansand municipality following a fire. The company announced that production is expected to resume on Monday.

Acquiring memory chips from Chinese companies like CXMT could reduce costs for the US, but it risks creating a new dependency and does not solve the underlying 'chipflation' issue.

Eurobank announced a significant jump in profits to 738 million euros in the first half of the year. This strong financial performance highlights the bank's growth in the current economic climate.

Teradyne (TER) stock saw an increase, driven by the recovery in the semiconductor test market and the rising complexity of chips.

Samsung and Broadcom have reportedly finalized a significant $200 billion deal for AI memory chips, bolstering their positions in the AI hardware market.

Researchers from Caltech and Sophia Space have developed a new technology that utilizes solar power to prevent computer equipment, specifically AI data centers, from overheating in orbit.

AMD and Core Scientific are reportedly collaborating to pair AI chips with substantial power infrastructure, potentially up to 2.5 gigawatts, to support demanding AI operations.

Eliyan has successfully raised $145 million at a valuation of $1 billion, aiming to alleviate data bottlenecks in AI chips. This funding will support their efforts to improve AI chip performance.

Seoul's stock market witnessed a 'historic catastrophe' as $2.18 trillion was wiped out, with chip sector losses alone reaching $1.3 trillion in just a few days, reflecting a massive sell-off in technology shares.

The future trajectory of artificial intelligence development is largely dependent on the global availability and distribution of specialized AI chips.

Global markets are experiencing a severe new wave of liquidations, particularly impacting AI and chip industry giants. This marks a significant challenge for what has been the largest bet in global markets over the past two years.

Chinese startup Moonshot AI is reportedly seeking to acquire additional advanced Blackwell chips from Nvidia Corp. to train the next iteration of its AI model, Kimi K4.

Nvidia CEO Jensen Huang stated that the chips industry must grow tenfold over the next decade to support the development and operation of 100 billion AI agents.

Jensen Huang, CEO of Nvidia, has confirmed that the company's Vera Rubin chips, designed for AI applications, are already in production.

A report indicates that Apple is encountering resistance from Micron regarding its plans to utilize memory chips sourced from Chinese manufacturers.

Roku has announced price increases for its streaming devices, attributing the adjustment to a shortage of memory chips.

Billionaire investor Jeff Gundlach has issued a warning about a potential market top, highlighting AI chips as a burgeoning "new asset class."

A Global Times opinion piece argues that US pressure tactics will not be able to stifle the development of Chinese memory chips.

Apple's strategy to use cheaper chips has encountered significant resistance and challenges in Washington.

An article provides an analysis of the YieldMax Fund, highlighting its strategy to target a 12% return from 50 blue-chip stocks, positioning it as a stable investment option.

Prime Minister Narendra Modi used his Independence Day address to detail an ambitious vision for India to become a developed economy by 2047, emphasizing self-reliance, semiconductor manufacturing, AI, and nuclear power.

SanDisk and Kioxia have developed a new flash memory technology featuring 332 layers, addressing the physical limitations of shrinking silicon chips. This innovation allows for vertical expansion in memory storage.

Nvidia, once a developer of gaming console chips, has transformed into the world's most valuable company, with its technology now powering advanced AI applications like ChatGPT.

Five years after the Taliban seized power in Afghanistan, many are questioning whether Western nations retain any significant bargaining chips or influence in the country.

Semiconductor Manufacturing International Corporation (SMIC) is exploring options to add more equipment to its factories, as demand for mature-node chips used in AI processors has exceeded initial forecasts.

An analyst suggests that certain 'old school' industries, rather than just chip companies, could be the primary beneficiaries of AI industrialization.

SK Hynix, a leading high-bandwidth memory maker, is committing $720 billion to construct new memory factories across South Korea to meet the surging global demand for AI-related memory chips.

CoreWeave Inc. has cautioned investors about the potential time and financial costs involved if it needs to transition away from its exclusive reliance on Nvidia Corp. artificial intelligence chips.

CoreWeave has signed a long-term contract to rent Nvidia A100 GPUs until 2029, indicating that older Nvidia chips continue to be valuable and essential for the artificial intelligence industry.

Shares of SK Hynix and SanDisk rose significantly, with Western Digital also gaining, as the global shortage of memory chips continues to intensify.

Carrefour has issued a recall for onion and cream flavored chips sold between June 3 and August 10 due to 'premature rancidity,' offering refunds to customers.

BlackRock CEO Larry Fink has reportedly likened Nvidia's AI chips to mortgage-backed securities, suggesting they have become a significant asset class.

Nvidia CEO Jensen Huang has declared chips an 'investable asset class' following a significant $500 billion AI financing push.

ASBIS Bulgaria is experiencing significant growth, with sales expected to surpass 20% compared to 2025, driven by rising prices of DRAM and NAND chips and strong IT solution sales.

Hermann Hauser, co-founder of Arm, discusses the challenges Europe faces in transforming startups into major tech giants, and explores how advancements in AI, chips, and quantum computing could potentially alter this landscape.

As the US-China AI race intensifies, investors are evaluating not only access to chips and capital but also which companies possess competitive advantages that can endure for decades.

Apple is reportedly testing memory chips from Chinese manufacturer CXMT for potential use in its iPhones and MacBooks, signaling a diversification of its supply chain.

Flore Murard of Sos Humanity responded to accusations from the Italian Interior Ministry against German humanitarian organizations, announcing plans to double their ships in the Mediterranean in the coming days, stating that human lives are not bargaining chips between governments and rescue is a duty.

As data centers consume a large share of memory chips, other industries like electronics and medical device manufacturers are intensifying lobbying efforts in Washington for government assistance.

An economic analysis explores how the global economy's stability is increasingly dependent on the production and supply of microchips, making diversification a critical issue.

An analysis indicates a significant shift in investment within the AI sector, with capital moving away from chip manufacturers towards other areas of artificial intelligence.

Chinese researchers have made a significant breakthrough in the production of graphene-based quantum chips, potentially paving the way for next-generation quantum computing technology.

SK Hynix announced plans to invest approximately 54 trillion won ($38.1 billion) to construct new semiconductor fabrication plants in Yongin and Cheongju, accelerating its capacity expansion to meet AI-driven demand for memory chips.

Samsung has developed a new memory chip that has the potential to enhance the speed and performance of Nvidia's artificial intelligence chips.

Nvidia continues to lead the market for AI chips, but Bank of America analysts suggest that AMD is making significant strides and could soon challenge Nvidia's dominance.

Anthropic, a leading AI company, is entering the competitive AI chip race by establishing an in-house chip design team. The company plans to hire engineers to develop custom chips for its Claude AI models.

Bob Elliott, CEO and CIO at Unlimited Funds, expresses concern over market FOMO in AI and chips, describing it as 'classic bubble-type activity' and highlighting high levels of leverage across markets.

Stocks Drop From Record on Chips, Gold Rallies: Markets Wrap  SWI swissinfo.ch

SpaceX CEO Elon Musk said his company will only use Nvidia’s chips to build its AI.

An article investigates whether Broadcom (AVGO) is positioned to become a major winner from the industry's shift towards custom AI chips, highlighting its strategic advantages.

Nvidia's stock experienced a surge after Elon Musk stated that SpaceX would exclusively utilize the company's chips for its operations.

MediaTek has set an ambitious goal to capture 20% of the custom AI chip market, a move that could see Alphabet gain a competitive edge while potentially impacting Broadcom.

PC manufacturers are increasingly testing Chinese memory chips for their devices, following Apple's lead, as a strategy to mitigate the effects of the global memory crisis.

Microsoft has increased the price of its Xbox Series X consoles by £170 globally, citing a rise in the costs of memory and storage chips.

Nvidia is reportedly utilizing its own chips for design purposes, a strategy that contrasts with AMD, which is said to be relying on rival companies for its chip designs.

The strong performance of semiconductor stocks, a key market driver this year, is faltering, leading to significant market volatility as investors question the sustainability of artificial intelligence spending.

Samsung and SK Hynix are expanding their binding memory supply deals amidst a prolonged shortage, as Samsung aims to overtake SK Hynix in the high-bandwidth memory (HBM) market. SK Hynix has been a leader in modern memory chips, but Samsung is poised to challenge its dominance.

Taiwan's GDP is experiencing rapid growth driven by US imports of AI chips, though experts caution about potential challenges with future US administrations and China relations.

Google is reportedly increasing its off-balance-sheet risk to accelerate its development and deployment of AI chips, indicating a strategic financial maneuver to fuel its artificial intelligence ambitions.

South Korea's monthly exports in July soared by nearly 63 percent year-on-year, reaching $98.89 billion, marking the second highest ever. The surge was primarily driven by strong global demand for memory chips.

South Korea's industrial output recorded its biggest gain in six years in June, driven by strong performance in the automobile and semiconductor sectors.

Stocks related to artificial intelligence and memory chips experienced a significant surge in value, a movement attributed to the unwinding of positions by a hedge fund.

Nvidia is reportedly planning a new investment in shipbuilding, partnering with Kawasaki to expand its reach from chips to maritime industries.

A leading chip analyst forecasts that a semiconductor oversupply is improbable before 2028, expressing a bullish outlook on memory chips.

Hailey Bieber encourages her followers to try an unconventional snack pairing of ribbed chips and Nutella, which she claims is a winning sweet-and-salty combination.

Samsung reported a record-breaking quarter with an 1,800% jump in profit, primarily fueled by the surging global demand for AI chips.

Nvidia is reportedly engaging in 'circular financing,' where the chipmaker provides funding to enable its customers to purchase more of its products than they might otherwise afford.

Qualcomm has won a deal to supply chips for BMW's future vehicle platforms, strengthening its position in the automotive semiconductor market.

United Microelectronics Corporation (UMC) is increasing its production capacity in Singapore and Taiwan to meet the growing demand for chips driven by artificial intelligence applications.

A report suggests China's primary advantage in artificial intelligence lies not in advanced chips or frontier models, but in providing accessible and affordable intelligence to the global market.

SK Hynix reported record profits but its shares fell by 10% as the results still missed analyst forecasts, despite strong demand for AI chips.

Taiwanese authorities have raided Nvidia's Taipei office and arrested an employee suspected of smuggling AI chips to China. This incident is part of a broader dragnet targeting illegal technology transfers.

Shares in semiconductor companies plummeted in South Korea and Europe, casting fresh doubts on the sustainability of the artificial intelligence trade.

An analysis delves into the various factors, including cash, chips, and market chaos, that are currently influencing and driving Exchange Traded Fund (ETF) flows. Understanding these dynamics is crucial for investors.

Memory chips were once a low-margin business, but the global buildout of AI data centers has transformed them into one of the world's most sought-after products.

Apple is lobbying the Trump administration to use memory chips from China's CXMT and YMTC in products sold outside the US, while Micron CEO Sanjay Mehrotra pushes to block the move.

South Korean semiconductor giants Samsung and SK Group have finalized US$950 billion in deals with US AI companies, aiming to secure a stable supply of South Korean chips for the burgeoning AI industry.

The ongoing AI revolution is significantly increasing the cost of devices containing chips, such as smartphones, cars, and refrigerators, primarily due to rising demand for RAM.