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Semiconductors

In-depth coverage of the technological innovations, supply chain dynamics and global market trends shaping the semiconductor industry. Expert insights into the strategies of leading semiconductor companies, the impact of geopolitical factors and the challenges of meeting growing demand across sectors like tech, automotive and AI. The economic implications, competitive landscape and future of the semiconductor industry. Read more about Technology.

Man in suit waves to camera

Jensen Huang Eyes CPU Boom as Agentic A.I. Reshapes Chip Market

Nvidia is pushing into CPUs as agentic A.I. drives demand, with CEO Jensen Huang targeting a $200 billion market opportunity.
By Alexandra Tremayne-Pengelly
Man onstage wearing glasses and black leather jacket

Jensen Huang’s A.I. Bets Beyond GPUs: 10 High-Flying Startups Backed by Nvidia

From OpenAI’s $110 billion raise to Anthropic and xAI, Jensen Huang is using Nvidia’s capital to shape the next generation of A.I.
By Alexandra Tremayne-Pengelly
Microsoft CEO Satya Nadella speaking onstage.

Microsoft’s Maia Chip Targets A.I. Inference as Big Tech Rethinks Training

Maia 200 shows how Big Tech is prioritizing inference—running models at scale—over training new ones.
By Victor Dey
Man in black leather jacket sits in chair onstage

A.I.’s Data Center Rush Will Create Six-Figure Trade Jobs, Jensen Huang Predicts

By Alexandra Tremayne-Pengelly
Man in suit and red tie stands behind another man in a suit and black tie speaking into a microphone

Jensen Huang Wins Big: Nvidia Regains Access to China’s A.I. Market

By Alexandra Tremayne-Pengelly
The Sphere displays an advertisement for Google Gemini,

Google’s New A.I. Chip Is Shaking Nvidia’s Dominance: What to Know

By Victor Dey
Masayoshi Son in a black outfit.

Masayoshi Son ‘Crying’ Over Nvidia Sale as SoftBank Doubles Down on A.I.

By Alexandra Tremayne-Pengelly
US President Donald Trump, Elon Musk (L), Nvidia founder and CEO Jensen Huang (C)

U.S. Approves Advanced Chip Sales to Middle East A.I. Giants in Major Policy Reversal

By Alexandra Tremayne-Pengelly
Man in blue sweater and glasses sits onstage in front of red background

Anthropic Strikes Major Compute Deal With Google, Echoing OpenAI’s Chip Alliances

By Alexandra Tremayne-Pengelly
Man and woman in black blazers sit behind desk

AMD Inks Huge Compute Power Deal With OpenAI, Mirroring Nvidia’s Move

By Alexandra Tremayne-Pengelly
Man in black leather jacket and shirt stands outside

Nvidia Tops Wall Street Estimates, But China Tensions Cloud Its A.I. Chip Business

By Alexandra Tremayne-Pengelly
Jensen Huang wearing a traditional Chinese jacket walking across a hall.

Jensen Huang’s China Balancing Act Is About More Than Selling Chips

By Victor Dey
Man in suit stands onstage in front of blue screen

After Tension With Washington, Intel Is Suddenly a Hot Asset

By Alexandra Tremayne-Pengelly
Man in suit stands onstage in front of blue screen

Intel CEO Lip-Bu Tan Caught in Bizarre Crossfire of Trump’s China Standoff

By Alexandra Tremayne-Pengelly
A computer chip with the U.S. flag on one half and the Chinese flag on the other

In the U.S.-China Tech Race, Corporate Governance Is the Weak Link

By Andrew King
President Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks in the Cross Hall of the White House during an event.

Trump Reverses China Chip Ban After Jensen Huang’s Quiet Diplomacy

By Alexandra Tremayne-Pengelly
Man in black leather jacket stands onstage

Jensen Huang Declares Nvidia Has Outgrown Its Chipmaking Roots

By Alexandra Tremayne-Pengelly
Stacked shipping containers arranged in a descending pattern with a red arrow pointing down, symbolizing declining trade or increased tariffs.

Trump’s Tariffs Are Sabotaging America’s A.I. Leadership

By Ahmad Shadid
Man in black leather jacket stands on stage in front of red screen

Nvidia CEO Jensen Huang Visits Beijing Amid Tightened Chip Export Control

By Alexandra Tremayne-Pengelly
Apple logo hangs inside building as man walks past it

How Are the ‘Magnificent 7’ Companies Faring Amid Trump’s Tariffs?

By Alexandra Tremayne-Pengelly
An Asian man speaking onstage against a black background.

Intel’s New CEO Lip-Bu Tan Lays Out His Plan to Turn Around the Troubled Chipmaker

By Shreyas Sinha
Man in black leather jacket walks across stage in front of packed audience

Nvidia’s A.I. ‘Super Bowl’ Is an Economic Boon for San Jose

By Alexandra Tremayne-Pengelly
Man in black leather jacket stands in front of black screen with red and green lines

5 Scientists in History Who Inspired the Names of Nvidia’s A.I. Chips

By Alexandra Tremayne-Pengelly
Photo of man in black blazer and glasses

Who Is Lip-Bu Tan, Intel’s New Turnaround CEO?

By Alexandra Tremayne-Pengelly
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