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PC Mag Middle East News source @me.pcmag.com · United States 🇺🇸· 3w

#Semiconductors #MemoryShortage #TechIndustry

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A Leading Supplier Warns Memory Shortage To Last Until 2030
Analysts previously projected the memory crunch might last for about two years, pointing to new fabs eventually coming online.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· 3w

#Samsung #LaborStrike #Semiconductors

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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.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· 3w

#Samsung #LaborDispute #Semiconductors

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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.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· 3w

#Samsung #MemoryChips #Semiconductors

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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.
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CNBC News source @cnbc.com · New Jersey 🇺🇸· 3w

#Nvidia #ArtificialIntelligence #Semiconductors

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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.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· 4w

#Semiconductors #GlobalSupplyChain #ChinaNetherlandsRelations

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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.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· 4w

#Broadcom #AI #Semiconductors

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Broadcom CEO Sees AI Chip Sales Topping $100 Billion in 2027
(Bloomberg) -- Broadcom Inc. (AVGO) Chief Executive Officer Hock Tan said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by Nvidia Corp (NVDA).
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The Wall Street Journal News source @wsj.com · New York City 🇺🇸· 4w

#Semiconductors #AI #Investment

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China's Traditional Businesses Try to Buy Into AI Boom
Chinese companies from traditional sectors are investing in chip makers, driven by the AI wave, Beijing's tech autonomy push, and a search for new growth.
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CNBC News source @cnbc.com · New Jersey 🇺🇸· Mar 5

#ArtificialIntelligence #Semiconductors #Broadcom

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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.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· Mar 5

#Semiconductors #NationalSecurity #USChinaRelations

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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.
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Markets Insider News source @markets.businessinsider.com · New York City 🇺🇸· Feb 28

#Nvidia #AI #Semiconductors

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'Keeping Its Lead in AI': Nvidia (NVDA) Develops New Chip Built for Faster Responses
Semiconductor giant Nvidia (NVDA) is preparing to introduce a new processor designed to speed up how AI systems respond to users, according to a Wall Street Journal report.
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The Wall Street Journal News source @wsj.com · New York City 🇺🇸· Feb 27

#Semiconductors #MooresLaw #Microchips

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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.
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NBC News News source @nbcnews.com · Washington (state) 🇺🇸· Feb 27

#Semiconductors #AIEthics #ExportControls

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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.
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CNBC News source @cnbc.com · New Jersey 🇺🇸· Feb 26

#Semiconductors #NationalSecurity #AI

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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.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· Feb 26

#RareEarths #Aerospace #Semiconductors

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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.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· Feb 25

#AI #Semiconductors #Technology

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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.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· Feb 24

#AI #Semiconductors #Meta

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Facebook owner Meta agrees £74bn deal with chipmaker AMD
Henry Saker-Clark, Press Association Deputy Business Editor Facebook owner Meta has struck a deal worth up to 100 billion dollars (£74 billion) to buy AI chips from AMD (Advanced Micro Devices) and take a stake in the firm.
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The New York Times News source @nytimes.com · New York City 🇺🇸· Feb 24

#ArtificialIntelligence #Semiconductors #TechnologyMarket

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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.
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The New York Times News source @nytimes.com · New York City 🇺🇸· Feb 24

#Taiwan #Semiconductors #TechIndustry

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The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored
Tripp Mickle reviewed documents, visited chip plants and interviewed more than 60 people across the government and the tech industry.
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The Wall Street Journal News source @wsj.com · New York City 🇺🇸· Feb 24

#Semiconductors #SupplyChain #Technology

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Inside Apple's Push to Build an All-American Chip
The world's largest chip maker, Taiwan Semiconductor Manufacturing, or TSMC, is building the site, planning to spend $165 billion to build six chip plants and more, making it one of the largest construction projects in the U.