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Micron Warns of AI-Memory Shortfall After Record Quarter

The company is boosting capacity with more than $25 billion of fiscal-2026 investment to close the gap.

TSMC Posts 30% Jan–Feb Sales Gain on AI Chip Demand

China’s Exports Jump 22% to Open 2026 as Chips and Autos Drive a Wider Surplus

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Nvidia’s Record Quarter Collides With Concerns Over $95 Billion Supply Commitments

SIA Sees Semiconductor Sales Reaching $1 Trillion in 2026 on AI Boom

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

Infineon Lifts Capex After AI Demand Drives Modest Q1 Gain

Nvidia Cracks Top Five in Brand Finance Global 500 as Apple Holds No. 1

South Korea Mobilizes to Counter U.S. Chip Tariffs Tied to Investment Demands

U.S., Taiwan Set 15% Tariff Cap in Deal Tied to $250 Billion Chip Investments

U.S.–Taiwan Chip Pact Cuts Tariffs and Pledges $500 Billion Toward U.S. Production

U.S. and Taiwan Seal Tariff-for-Investment Pact to Shift Chip Production to America

U.S. Imposes 25% Tariff and U.S. Testing Route on China‑Bound Nvidia H200 Chips

Markets End 2025 Lower After Banner Year for AI-Led Rally

Nvidia Finalizes $5 Billion Intel Stake to Launch Deeper AI Chip Alliance

SK hynix Backs Rule Easing to Let Subsidiaries Create Investor-Funded Project Firms

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

China Weighs Curbs on Nvidia H200 Use as U.S. Signals Export Approval