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Semiconductors

  • December 24 2025
    US-China trade dispute
    US accuses China of unfair chip trade practices
    Trump administration holds off increasing tariffs until 2027
    A technician in a cleanroom suit operates chip processing equipment surrounded by rows of machines at a semiconductor plant
  • December 19 2025
    News in-depth
    China boosts AI chip output by upgrading older ASML machines
    Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls
    A montage of a silicon wafer overlaid with the Chinese flag and the ASML logo in large white letters.
  • December 14 2025
    News in-depthNvidia
    ‘Game recognises game’: How Jensen Huang won over Donald Trump
    Nvidia chief scores huge victory with the decision to allow AI chip exports to China
    Jensen Huang raises his hand and smiles while wearing a black jacket, standing under blue lighting at the AI Summit.
  • December 13 2025
    Nvidia
    US lawmakers question basis for allowing sale of Nvidia H200 chips to China
    Committee chair warns the decision risks undermining Washington’s strategic advantage over Beijing in cutting-edge AI
    NVIDIA logo displayed on a smartphone screen, with the device resting on a laptop keyboard in a blue-lit setting.
  • December 12 2025
    Nvidia
    FT Person of the Year: Jensen Huang
    The Nvidia chief executive has been the driving force behind the massive AI boom that has the capacity to reshape the global economy
    Illustration of a framed portrait of Nvidia CEO Jensen Huang on a computer chip background
  • December 11 2025
    Industrial espionage
    Taiwan probes leaks of vital chip technology
    Close allies among those targeted in bid to protect semiconductor sector that is backbone of economy
    People holding umbrellas walk down steps beside a large red TSMC sign at the company's headquarters
  • December 10 2025
    China adds domestic AI chips to official procurement list for first time
    Beijing encouraged purchase of Huawei and Cambricon processors before Trump’s move to allow Nvidia exports
    A montage of the logos of Nvidia, Cambricon and Huawei overlaid on a computer chip background with stars from the Chinese flag
  • December 9 2025
    Nvidia
    China set to limit access to Nvidia’s H200 chips despite Trump export approval
    Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production
    An illustration showing the Nvidia logo displayed on a smartphone resting on a laptop keyboard.
  • December 9 2025
    Nvidia
    Nvidia can sell H200 AI chips to China, Trump says
    President says other chipmakers can also resume exports and ‘25% will be paid’ to the US
    Jensen Huang appears at an event in Las Vegas, and Donald Trump is shown in the Oval Office, both facing the camera
  • December 9 2025
    White House Watch
    Trump decides to let Nvidia export powerful H200 chips to China
    Also in today’s newsletter, the US warns the EU to be ‘very careful’ after it fined Elon Musk’s X
    Donald Trump listens as Nvidia chief Jensen Huang speaks at the White House in April this year.
  • December 5 2025
    Chinese challenger to Nvidia surges 425% in market debut
    Investors bet Moore Threads will benefit from Beijing’s drive to reduce dependence on US chipmaker
    Nvidia GB200 NVL72 GPU server rack with multiple cooling fans and server units, connected with white cables for AI computing.
  • December 4 2025
    US foreign policy
    US senators seek to block Nvidia sales of advanced chips to China
    Bipartisan bill is part of effort to stop Beijing from getting critical AI-related technology
    Jensen Huang stands in a hallway, looking ahead, as a photographer takes his picture.
  • December 2 2025
    News in-depthTaiwan
    Taiwan’s AI boom leaves traditional manufacturers trailing
    Diverging fortunes of technology and other sectors spark concern despite rapid growth in GDP
    Female workers in blue uniforms packing bathroom fittings at assembly tables inside a factory in Taiwan.
  • December 1 2025
    Samsung Electronics Co Ltd
    Samsung turns to M&A in its fight for an AI edge
    South Korean group creates acquisition unit to compete in race to supply advanced memory chips
    Montage image of a computer memory chip, a hand with a pen, and the Samsung logo
  • November 28 2025
    Nexperia
    New tensions flare up between Nexperia’s Dutch and Chinese units
    Open letter shows continuing supply chain chaos as car industry warns of further production disruption
    Nexperia headquarters building with a patterned glass facade, next to a flag bearing the company’s logo.
  • November 28 2025
    Taiwan
    Taiwan’s economy roars ahead on back of AI demand
    Growth forecast for 2025 raised to 7.37%, the fastest rate in 15 years
    A humanoid robot with articulated arms interacts with a display table as a man observes during Hon Hai Tech Day in Taipei.
  • November 27 2025
    #techAsia
    The man who changed Foxconn and graphite ambitions in the US
    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
    Premium content
    Young Liu, chairman of Foxconn Technology Co, shown in close-up wearing glasses and a suit, with blurred lights in the background.
  • November 27 2025
    Artificial intelligence
    China’s tech giants take AI model training offshore to tap Nvidia chips
    Alibaba and ByteDance shift development to south-east Asia to sidestep US curbs
    Montage image of an Nvidia chip and the logos of Alibaba and ByteDance
  • November 26 2025
    UnhedgedHakyung Kim
    Can South Korea’s hot streak continue?
    And securitising AI debt
    Premium content
    A hand holds an AMD AI processor chip, displayed with a blue and red colour gradient background.
  • November 26 2025
    Business InsightJune Yoon
    The AI cycle will crack first in Asia
    Big US tech companies are more diversified than Korean and Taiwanese chipmakers
    Close-up of an SK Hynix semiconductor product with the company logo visible, displayed against a blue circuit board background.
  • November 25 2025
    TSMC sues former top executive who joined US rival Intel
    Case highlights the fierce competition in the race to manufacture the most cutting-edge semiconductors
    Lo Wei-Jen, former TSMC vice-president, in front of TSMC and Intel logos.
  • November 21 2025
    Taiwan
    Taiwan minister says US will not put ‘punishing’ tariffs on chip sector
    Tech official says Taipei willing to share lessons from its world-leading industrial model under trade deal
    Wu Cheng-wen speaks into a microphone while seated,
  • November 20 2025
    Nvidia
    Nvidia shrugs off ‘AI bubble’ anxiety with bumper chip demand
    US tech group’s quarterly sales outstrip expectations, reassuring investors and boosting shares worldwide
    Jensen Huang gestures while speaking, with a large Nvidia logo displayed on a green background behind him.
  • November 20 2025
    LexNvidia
    Nvidia’s AI supremacy is a weapon that cuts both ways
    While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations
    Premium content
    Jensen Huang gestures while speaking on stage, wearing a suit and tie, with a colourful abstract background behind him.
  • November 20 2025
    June Yoon
    The chipmaking pay revolution buys time, but will not solve scarcity of engineers
    The same limited pool of young talent will keep being drawn on while global competition remains fierce
    Staff outside Taiwan Semiconductor Manufacturing Company’s building in Hsinchu, Taiwan
Previous page1Next page

Most Read

  1. 1
    US accuses China of unfair chip trade practices
  2. 2
    China boosts AI chip output by upgrading older ASML machines
  3. 3
    ‘Game recognises game’: How Jensen Huang won over Donald Trump
  4. 4
    FT Person of the Year: Jensen Huang
  5. 5
    China set to limit access to Nvidia’s H200 chips despite Trump export approval

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