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semiconductors
Geopolitics
China brushes past US sanctions to form closer trade ties with regional economies
China's role in the global is undergoing structural change
January 24, 2024
Tech
Apple's iPhone price bump is part of subtle revenue-boosting strategy
Apple is boosting prices more aggressively outside the US
September 13, 2023
Investing strategies
AI adoption and impact on semiconductors' supply and demand
This sector is expected to become a trillion-dollar industry by 2030
July 06, 2023
Artificial Intelligence
What's all the fuss about Nvidia and the AI bubble?
The market had underestimated the chipmakers’ ability to leverage their leadership in AI chips
May 31, 2023
Semiconductor
Chipmaking machines face a crunch of their own
The already complex cycle is getting trickier to predict
April 20, 2023
Semiconductor
Intel gives dour forecast; CEO says third quarter is 'bottom'
“We must and will do better.”
July 29, 2022
Semiconductor
CHIPS Act will transform the semiconductor sector
The CHIPS Act bill is the first step in America’s march to widen its lead in technology
July 28, 2022
Semiconductor
Carmakers feel chip crisis easing as global growth slows
Supply issues occur "here and there but nothing compared to what it was like last year."
June 05, 2022
Semiconductor
ASML sees rising demand after earnings hit by supply snags
"We expect to revisit our scenarios for 2025 and growth opportunities beyond."
April 20, 2022
Semiconductor
Spain plans to invest US$12.4 billion in chips, semiconductors
The chips are key for Spain’s auto industry
April 04, 2022