Korean behemoth’s struggles with advanced AI memory have turned customers towards its more commoditised products
Agreement will reduce tariffs on goods from the country to 15%
Taiwanese chipmaker beats own guidance on revenue and gross profit margin
Levies designed to enact deal Donald Trump cut with chipmakers to allow shipments of AI processors
Multiyear agreement with Nvidia rival adds to ChatGPT maker’s spree of recent computing tie-ups
Auto groups buy wafers from chipmaker’s Dutch arm and ship them to its Chinese unit to avoid output stoppages
It’s the poster child for AI, but surely its shares are too expensive now
Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech
The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger rival
Processing of the technology is starting to migrate from data centres to ‘the edge’ — devices like personal computers
Strong guidance marks turnaround and reflects how South Korean chipmaker has benefited from chip supply crunch
Company confident ‘last details’ of deal with White House to resume AI chip exports will be finalised soon
Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors
Trump administration holds off increasing tariffs until 2027
Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls
Nvidia chief scores huge victory with the decision to allow AI chip exports to China
Committee chair warns the decision risks undermining Washington’s strategic advantage over Beijing in cutting-edge AI
The Nvidia chief executive has been the driving force behind the massive AI boom that has the capacity to reshape the global economy
Close allies among those targeted in bid to protect semiconductor sector that is backbone of economy
Beijing encouraged purchase of Huawei and Cambricon processors before Trump’s move to allow Nvidia exports
Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production
President says other chipmakers can also resume exports and ‘25% will be paid’ to the US
Also in today’s newsletter, the US warns the EU to be ‘very careful’ after it fined Elon Musk’s X
Investors bet Moore Threads will benefit from Beijing’s drive to reduce dependence on US chipmaker
Bipartisan bill is part of effort to stop Beijing from getting critical AI-related technology
