semiconductors

Taiwan says 40% shift of chip capacity to US is ‘impossible’

The semiconductor ecosystem will continue to grow in Taiwan, Vice Premier Cheng Li-chiun said

Samsung is in the unusual position of playing catchup to SK Hynix, which had jumped ahead as the primary supplier of memory chips to Nvidia.

Samsung stock rises after report on mass production of AI chips

The company’s progress in HBM development suggests it’s closing the gap with its domestic rival

Intel has a substantial backlog of unfulfilled orders for fourth- and fifth-generation Xeon CPUs, with delivery times extending as long as six months

Intel, AMD notify customers in China of lengthy waits for CPUs

The supply constraints have driven up prices for Intel’s server products in China by more than 10%

Qualcomm is the largest maker of processors that run smartphones, and Arm gets much of its revenue from royalties on technology used by that industry.

Qualcomm, Arm hit by concern that memory shortage is spreading

The companies are positioning themselves to get more revenue from data centre operators

Japan’s government has subsidised Taiwan’s leading chipmaker to build out capacity in Kyushu.

TSMC plans US$17 billion investment in three-nanometre chip production in Japan: report

Securing access to chips has become a priority for governments around the world

Nvidia and its Chinese customers have once again found themselves caught in the crossfire of the US-China tech war.

Nvidia’s AI chip sale to ByteDance hinges on conditions set by Trump administration

The same arrangement applies to similar chips from firms such as Advanced Micro Devices and Intel

This decision by OpenAI and others to seek out alternatives in the inference chip market comes as the two companies are in investment talks.

OpenAI is unsatisfied with some Nvidia chips and looking for alternatives: sources

The chipmaker remains dominant in chips for training large AI models, while inference has become a new front in the competition

The stock is currently trading for more than US$600.

Sandisk’s 1,600% rally keeps going after ‘unprecedented’ quarter

Memory and storage companies have historically traded at lower valuations due to their cyclical nature

Nintendo's Switch 2 sales remained strong, with the console being the best-selling video game hardware in the US in 2025.

Japan’s Nintendo and Sony face memory price pressures

NINTENDO and Sony Group will face scrutiny over how soaring memory chip prices driven by AI demand have affected their game console profitability when they report earnings next week.

Andaman Island is a 30-year development with an estimated gross development value of about RM60 billion, placing it among Malaysia’s largest private township projects.

Penang’s rising horizon: E&O’s RM60 billion Andaman project moves from homes to hubs

Malaysian state’s Gurney Drive gains a new neighbour with the opening of a second bridge linking the artificial island to George Town