semiconductors
Trending
Qualcomm Pays $4bn for Software It Cannot Build Fast Enough
Qualcomm's agreement to buy the AI software startup Modular for close to $4bn signals that the battle for data-centre computing is being fought as much in code as in silicon.
Trending
Semiconductor Markets Rally as Asia Becomes the Center of the AI Investment Boom
Asian equity markets surged this week as investors accelerated bets on semiconductor demand tied to artificial intelligence infrastructure spending.
Lessons
The Looming Taiwan Crisis, Part 1: The Gamble
Silicon Valley built its dominance on efficiency, but the structure of the semiconductor supply chain reveals how strategic risk accumulates quietly inside highly optimized systems.
Trending
All In on Chips: Taiwan Raises the Stakes in Trump Trade Deal
Taiwan has agreed to a major expansion of U.S. chip manufacturing and supply chain investment in exchange for tariff relief, marking one of the most consequential semiconductor policy shifts of the Trump administration.
Trending
Intel Deal Marks a Rare State Intervention, Part 2
By taking an equity stake in Intel, Washington has revealed just how vulnerable America’s semiconductor strategy has become, and how far behind the country’s most famous chipmaker has fallen.
Trending
Intel Deal Marks a Rare State Intervention, Part 1
The U.S. government’s purchase of a $8.9 billion stake in Intel is being hailed in Washington as a bold show of industrial policy, but it raises questions about how far the state will go to support failing corporate champions.
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