Tag - chipmakers

 
 

CHIPMAKERS

Nvidia made a big bet on graphics chips and the vision of its co-founder and Chief Executive Officer Jensen Huang that the industry would shift to what he calls "accelerated computing.” That bet paid off.
BUSINESS / Companies
Jun 19, 2024
Nvidia’s 591,078% rally to most valuable stock came in waves
First, it was video game consoles, and then came data centers, autonomous vehicles and cryptocurrency. Today, its chips are powering artificial intelligence.
Washington is talking to allies about adding 11 more Chinese chipmaking factories to a restricted list.
WORLD / Politics
Jun 19, 2024
U.S. pushes Japan and Netherlands to muzzle China's chipmaking abilities
Washington is talking to allies about adding 11 more Chinese chipmaking factories to a restricted list, a source said.
U.S. President Joe Biden
WORLD / Politics
Jun 12, 2024
U.S. to widen sanctions to curb chip sales to Russia’s war machine
Russia is still sourcing chips from third-party countries to use in missiles and other inputs critical to the battlefield.
Nvidia CEO Jensen Huang
BUSINESS / Tech
Jun 7, 2024
At Computex, Nvidia billionaire Jensen Huang showcases Taiwan's tech dominance
With this year’s raucous Computex — the world’s biggest computing conference — Taiwan sent a message: If you want AI, you need Taiwan.
An Nvidia AI supercomputing graphics processing unit. CEO Jensen Huang said the company plans to upgrade its so-called AI accelerators every year.
BUSINESS / Companies
Jun 6, 2024
Nvidia tops $3 trillion in value, leapfrogging past Apple
The last time Nvidia was worth more than Apple was in 2002, five years before the first iPhone was released.
Taiwan Semiconductor Manufacturing Co. (TSMC) is the world's leading chip contract manufacturer.
BUSINESS / Tech
Jun 5, 2024
Chinese AI chip firms downgrading designs to secure TSMC production
They submitted the less-powerful designs to TSMC — the world's leading chip contract manufacturer — to comply with U.S. restrictions, sources say.
Nvidia CEO Jensen Huang gives a presentation on Sunday night before Computex Taipei’s official opening to talk about the chipmaker’s strategic plans.
BUSINESS / Tech
Jun 4, 2024
Nvidia and AMD square off in fight to take control of AI
The heads of both companies employed different tacks in conveying their expertise during back-to-back shows at the world’s largest computing conference this week in Taipei.
The Taipei 101 building in Taipei in December 2023. Taiwan was the biggest recipient of foreign inflows in May among emerging Asian countries excluding China.
BUSINESS / Tech
Jun 3, 2024
AI fever lures $2.7 billion foreign funds back to Taiwanese stocks
Taiwan’s dominant position in the AI value chain will get another boost this week as tech giants gather on the island for its annual electronics showcase event.
University of Tokyo PhD student Kei Misumi in an air shower room before entering a clean room at the university
JAPAN
May 30, 2024
Inside a semiconductor 'clean room' at Japan's top university
Japan's push into the chip industry, where it was once dominant, feels like "spring has returned," said a chip expert.
Nvidia's shares have surged nearly 13% since it forecast second-quarter revenue above Wall Street expectations last week and announced a stock split.
BUSINESS / Companies
May 29, 2024
AI darling Nvidia's market value surges closer to Apple
Nvidia's shares have surged nearly 13% since it forecast second-quarter revenue above Wall Street expectations last week and announced a stock split.
A wafer on display at the Semicon China expo in Shanghai on March 20
BUSINESS
May 28, 2024
China creates $47.5 billion chip fund to fuel self-resilience
The largest shareholder is China’s Ministry of Finance.
Taiwan Semiconductor Manufacturing Co. has pledged to build three advanced plants in the U.S. state of Arizona with total investments exceeding $65 billion.
BUSINESS / Companies
May 27, 2024
TSMC’s foreign investments are good for Taiwan, official says
TSMC is the world’s biggest contract chipmaker, with Apple and Nvidia relying on it for their most important products.
Microsoft Vice Chair and President Brad Smith delivers a speech at the French Microsoft headquarters in Issy-les-Moulineaux, outside Paris, on May 13.
BUSINESS / Companies
May 23, 2024
Microsoft’s UAE deal could move U.S. chips and AI technology abroad
The sales accord could progress to a second phase that entails the export of crucial components of AI technology such as model weights, Microsoft's president said.
Nvidia founder and CEO Jensen Huang delivers a keynote address on the latest innovations in AI, during a developers conference at the SAP Center in San Jose, California, on March 18. Nvidia on Wednesday issued a second-quarter revenue forecast of about $28 billion, topping the $26.8 billion predicted by analysts.
BUSINESS / Companies
May 23, 2024
Nvidia delivers on AI hype, igniting $140 billion stock rally
Its shares rose as much as 7.8% in extended trading on Wednesday, taking them above $1,000 for the first time.
A lithography system made by ASML at an Intel facility in Hillsboro, Oregon, on April 19.
ASIA PACIFIC / Politics
May 21, 2024
ASML and TSMC can disable chip machines if China invades Taiwan
Sources said the chipmakers have ways to shut-off the world’s most sophisticated chipmaking machines in the event of an attack.
At the factory of 4R Energy Corp. in Namie, Fukushima Prefecture, a lithium-ion electric vehicle battery is disassembled to be reused. Batteries and EVs are among the strategic industries governments around the world aim to support through their industrial policies.
COMMENTARY / Japan / Geoeconomic Briefing
May 20, 2024
Grasping industrial policy in the age of economic security
A new era of industrial policies is structured around three P's: promoting strategic industries, protecting emerging technologies and partnering with like-minded countries.
Rapidus' semiconductor foundry construction site in Chitose, Hokkaido, in December
BUSINESS
May 19, 2024
Government to consider more aid to Rapidus, industry minister says
Rapidus plans to start operating a prototype production line at the Chitose plant in April 2025 and launch mass production in 2027.
Rapidus Chairman Tetsuro Higashi speaks during an interview at the company's headquarters in Tokyo on Thursday.
BUSINESS / Companies
May 17, 2024
Rapidus 'last opportunity' to put Japan back on global chip map
Rapidus' chairman says "Japan is more than a decade behind others" in digital technology, adding that "it will require enormous money just to catch up."
The new era of U.S.-Japan cooperation exemplifies a successful public-private collaboration crucial for maintaining a competitive edge in global technology, especially amid geopolitical tensions with China.
COMMENTARY / Japan
May 16, 2024
U.S.-Japan semiconductor alliance of the future
On the geopolitical side, the U.S.-Japan alliance is on one side of the equation, with China on the other and Taiwan in the middle.
Taiwan’s experience offers valuable lessons for China, the most important being the “financialization of innovation,” whereby technology investment is funded by risk capital from the stock market rather than by the risk-adverse banking system.
COMMENTARY / World
May 15, 2024
China should emulate Taiwan’s tech policies
A small island with few natural resources, Taiwan punches well above its weight. From 1980-2008, its annual real GDP averaged 6.8%.

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