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32 articles
Nvidia's annual spending in Taiwan has surged from $15 billion to $150 billion, driven by the explosive growth of the AI industry and its reliance on TSMC for advanced chip manufacturing.
The US government is investing $9 billion in Nvidia superchips to maintain its AI edge, highlighting the strategic importance of advanced computing hardware in the global AI race.
Micron Technology's stock surged after UBS raised its price target to $1,625, citing strong HBM supply agreements that may compress the memory industry's boom-bust cycle. Analysts project a potential $1.8 trillion valuation over the next 12 months.
NVIDIA CEO Jensen Huang declared Taiwan the 'epicentre' of the AI revolution, announcing a $150 billion annual spending commitment in the region.
Samsung Electronics has committed $1.5 billion to a chip-testing plant in Vietnam, with a potential $2.5 billion more in future investments.
Wingtech sues Nexperia in Chinese court over Dutch government’s forced seizure of a Chinese-owned chipmaker, seeking $1.1 billion in damages.
Learn to build a Python-based bonus calculator that can analyze semiconductor employee compensation packages, similar to Samsung's reported $340,000 bonuses.
Samsung chip workers are preparing for a potential 18-day strike after being offered an average $340,000 bonus, while union demands have risen to $1 million. Leaked transcripts show extreme disparities in compensation across production lines.
Nvidia posted record revenue and revealed $43B in startup holdings, signaling continued market dominance and strategic ecosystem investments.
Alibaba unveils the Zhenwu M890 AI chip designed specifically for AI agents, signaling a strategic move toward building an integrated AI stack. The company's multi-year silicon roadmap and new large language model indicate a long-term vision beyond mere compliance with U.S. export controls.
Learn how to analyze semiconductor equipment data and assess the impact of U.S. export controls using Python. This tutorial covers data processing, filtering, and visualization techniques.
Learn to use Yosys, an open-source semiconductor design tool, to create and simulate digital circuits. This hands-on tutorial teaches fundamental chip design concepts using real industry tools.
