semiconductors

Jensen Huang is contending with increasingly sceptical investors, who want more evidence that Nvidia’s booming sales growth will last.

Nvidia expects to make US$1 trillion from AI chips through 2027

The company has pushed beyond its hallmark of graphics processing units which are used to train and run AI software

China’s No 2 chipmaker readies 7 nm production as Beijing ramps up self-suffiency drive

China’s No 2 chipmaker readies 7 nm production as Beijing ramps up self-suffiency drive

The development comes after Washington eased some of its tech export controls since last year

Cambricon is one of a coterie of domestic chipmakers with ambitions to compete with Nvidia.

Cambricon rides China AI boom to post its first annual profit

The company plans to more than triple its production of AI chips in 2026

TSMC's February sales rose 22%, with growth affected by the Chinese New Year holidays, which fell in January in 2025.

TSMC sales grow 30% on sustained global demand for AI hardware

Analysts on average expect a 33% increase in the first quarter

Nexperia has been in a standoff with both its owner Wingtech and the Nexperia China subsidiary since October 2025.

Nexperia China says it has begun producing its own chips

The company has started making several types of chips by using 12-inch wafers

The rules, which are not yet final and could change, would be the first attempt to regulate the flow of AI chips to US allies and partners since President Donald Trump’s administration rescinded its predecessor’s so-called AI diffusion rules.

US mulls new rules for AI chip exports, including requiring investments by foreign firms in the US

Even small chip installations of fewer than 1,000 chips could require a license

Semiconductor manufacturing has emerged as a critical battleground in the China-US technology rivalry since 2020.

China’s top chip bosses urge supportive policies to create ‘China’s ASML’

The country faces bottlenecks in EDA and basic materials, along with EUV machines