#Samsung #LaborStrike #Semiconductors
uk.finance.yahoo.com
Samsung's unionised workers in South Korea approve strike plan
SEOUL, March 18 (Reuters) - Samsung Electronics' unionised workers in South Korea voted on Wednesday to authorise a strike, deepening a labour dispute over bonuses and raising the risk of production disruptions at the world's biggest memory chipmaker.
#Samsung #LaborDispute #Semiconductors
uk.finance.yahoo.com
Samsung's unionised workers in South Korea approve strike plan
SEOUL, March 18 (Reuters) - Samsung Electronics' unionised workers in South Korea voted on Wednesday to authorise a strike, deepening a labour dispute over bonuses and raising the risk of production disruptions at the world's biggest memory chipmaker.
#Samsung #MemoryChips #Semiconductors
uk.finance.yahoo.com
Samsung Weighs Multi-Year Deals to Ease Memory Chip Crunch Fears
(Bloomberg) -- Samsung Electronics Co. is considering a shift toward multi-year contracts for memory chips, a much longer timeframe than is typical that may help stabilize supply and ease concerns about a shortage of the essential components.
#Nvidia #ArtificialIntelligence #Semiconductors
www.cnbc.com
Nvidia shares are rising before its big AI conference. Here's what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event will offer fresh insight into the durability of the artificial intelligence spending boom and the chipmaker's next generation of processors.
#EnergySupply #Semiconductor #AIIndustry
www.businessinsider.com
Oil's price spike is bad news for power-hungry AI
Qatar's LNG shutdown is also tightening helium supply, which is critical to chipmaking.
Oil's sharp rally amid the Iran war has injected fresh volatility into semiconductor stocks and raised new questions about the cost and pace of the AI boom.
#AI #Semiconductor #Technology
uk.finance.yahoo.com
TSMC Sales Grow 30% on Sustained Global Demand for AI Hardware
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. 's (TSM) sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East.
#Semiconductors #GlobalSupplyChain #ChinaNetherlandsRelations
ca.finance.yahoo.com
China warns of global chip shortages as Nexperia dispute escalates again
BEIJING, March 7 (Reuters) - China's commerce ministry on Saturday raised the possibility of another global semiconductor supply chain crisis due to "new conflicts" between Dutch chipmaker Nexperia and its Chinese subsidiary.
#ArtificialIntelligence #Semiconductors #Broadcom
www.cnbc.com
Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year
Broadcom CEO Hock Tan sees the artificial intelligence boom gaining so much steam that he's projecting AI chip revenue next year "significantly in excess of $100 billion.
#Semiconductors #NationalSecurity #USChinaRelations
ca.finance.yahoo.com
US lawmakers raise concerns over Intel's testing of tools made by Chinese-linked firm
WASHINGTON, March 4 (Reuters) - A bipartisan group of U. S. lawmakers led by Democratic Senator Elizabeth Warren and Republican Tom Cotton on Wednesday raised national security concerns over Intel's testing of chipmaking tools made by ACM Research, as first reported by Reuters.
W
#Semiconductors #MooresLaw #Microchips
www.wsj.com
This Innovation Could Make the Perfect Silicon Chip -- and End Moore's Law
Kayley Waltz reflected in a silicon wafer at the Johns Hopkins Whiting School of Engineering in Baltimore.
Sometime in the next 15 years, the same technology that produced the world's first photograph will allow us to make the most powerful, densely packed silicon microchips allowed by physics.
#Semiconductors #AIEthics #ExportControls
www.nbcnews.com
AI chip made for Chinese company draws scrutiny over potential U.S. export violations
Key components produced by a leading Taiwanese chipmaker were found in a powerful AI chip from a Chinese company, according to an initial report from a semiconductor research firm, which experts say could violate U.
#Semiconductors #NationalSecurity #AI
www.cnbc.com
Congress pushes back against Nvidia, White House with chip export limits
Republican lawmakers are pushing to place limits on the ability of U. S. companies to sell advanced semiconductors to China -- an effort that has run afoul of some key figures in the Trump administration.
#RareEarths #Aerospace #Semiconductors
ca.finance.yahoo.com
Exclusive-Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say
By Allison Lampert, Laurie Chen, Lewis Jackson and Michael Martina
By Allison Lampert, Laurie Chen, Lewis Jackson and Michael Martina
MONTREAL/BEIJING/WASHINGTON, Feb 26 (Reuters) - Suppliers to U.
#AI #Semiconductors #Technology
ca.finance.yahoo.com
ASML sees AI demand as long-term growth driver in 2025 annual report
AMSTERDAM, Feb 25 (Reuters) - ASML, the biggest supplier of lithography equipment used to make computer chips, said in its 2025 annual report published Wednesday it now sees the artificial intelligence boom as the main driver for demand for its products.
#ArtificialIntelligence #Semiconductors #TechnologyMarket
www.nytimes.com
Meta Announces Major Chips-for-Stock Deal With AMD
Meta said on Tuesday that it would purchase billions of dollars worth of semiconductors from Advanced Micro Devices to develop artificial intelligence technologies and power new data centers.
