In the 1980s, Japan was the dominant player in the semiconductor market. But huge shifts in the way the chip supply chain operated eroded that leading-edge. Countries like Taiwan with TSMC, the world’s largest and most advanced semiconductor manufacturer, began to dominate in the production of chips. The U.S. is key in areas like design. … Read more
Pat Gelsinger, chief executive officer of Intel Corp., speaks during the Computex conference in Taipei, Taiwan, on Monday, June 4, 2024. Gelsinger took the stage at the Computex show in Taiwan to talk about new products he expects will help turn back the tide of share losses to peers, including AI leader Nvidia Corp. Photographer: Annabelle Chih/Bloomberg … Read more
Shares of global semiconductor firms rallied on Wednesday as they were boosted by some positive earnings in the sector and a report of potentially less severe U.S. export restrictions on China. AMD was among the morning’s big winners with shares opening up 5% as of 11 a.m. after the company reported a top- and bottom-line … Read more
SK Hynix logo displayed on a phone screen as seen in this illustration photo taken in Krakow, Poland on January 30, 2023. Jakub Porzycki | Nurphoto | Getty Images Memory chip giant SK Hynix on Friday said it plans to invest 9.4 trillion Korean won ($6.8 billion) to build a new semiconductor manufacturing plant in … Read more
Former U.S. President Donald Trump speaks during a campaign rally at the Butler Farm Show in Butler, Pennsylvania, on July 13, 2024. Brendan Mcdermid | Reuters Former U.S. President Donald Trump, who is vying for another White House mandate, said he thinks that Taiwan should pay the U.S. for defense, claiming that the country “doesn’t … Read more
ASML logo is seen at the headquarters in Veldhoven, Netherlands, June 16, 2023. Piroschka Van De Wouw | Reuters ASML reported second-quarter earnings and sales that beat forecasts as it continues to see a recovery in demand for its machines that are required to make the world’s most advanced chips. Here’s how ASML did versus … Read more
Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California. Justin Sullivan | Getty Images Nvidia shares jumped more than 9% on Thursday after the company on Wednesday reported earnings that topped Wall Street estimates and showed that there’s … Read more
Scott Ostfeld, managing partner and portfolio manager with JANA Partners LLC., speaks during the 13D Monitor’s Active-Passive Investor Summit in New York City, U.S., October 17, 2023. Brendan Mcdermid | Reuters Activist investor Jana Partners disclosed in a letter Monday that it has built a “significant” position in semiconductor manufacturer Wolfspeed and urged the company … Read more
TSMC displayed on a phone screen and microchip and are seen in this illustration photo taken in Krakow, Poland on July 19, 2023 Jakub Porzycki | Nurphoto | Getty Images Taiwan Semiconductor Manufacturing Co. (TSMC), posted a surge in monthly revenue in March, as it cashed in on a continuing artificial intelligence boom powered by … Read more
Signage outside Intel headquarters in Santa Clara, California, Jan. 30, 2023. David Paul Morris | Bloomberg | Getty Images Intel shares closed down 8% on Wednesday after the company disclosed long-awaited financials for its semiconductor manufacturing, or foundry, business, revealing an operating loss of $7 billion in 2023. It was the first time Intel had … Read more
