Asia’s fourth-largest economy is in a sweet spot as its biggest companies capitalise on geopolitical trends
UK maker of tiny low-cost computers expects ‘robust demand’ to push unit sales above 4mn in first half
Chip company notches one of the biggest valuation wipeouts on record as shares drop 12% on Thursday
Chipmaker opens new front in rivalry with Apple, Intel, AMD and Qualcomm
The current surge plays to the country’s industrial strengths
Elon Musk’s Terafab plant sparks fierce opposition and threat of legal action from residents of Texas county
A new wave of supply chain conflict is brewing
Demand for AI stocks powers tech giant’s shares as it takes top spot by market capitalisation
Plus more on the chip cycle
Semiconductor paired with Microsoft Windows will allow computers to run AI apps
Leader of data centre unit says company aims to release ‘inference’ GPU as shares rally more than 200% this year
AI enthusiasm and hopes for deal to extend US-Iran ceasefire boost markets
Chipmakers could be forced to override existing contracts under draft law
Plus, semis’ fragile supply chain
Philadelphia Semiconductor Index rides Big Tech’s data centre spending spree to 75% gains in 2026
South Korea’s SK Hynix and US-based Micron bring tally of companies to achieve $1tn market capitalisation to 16
Agreement with union ends wrangling over how to share spoils of boom at memory-chip maker
Roundhill Memory ETF, known as DRAM, surges 87% within 50 days of April launch
Beneficiaries of $2bn push include start-up backed by firm linked to Trump family and another taken public by Pentagon official
Former Baillie Gifford fund manager says spoils of AI war will flow to hardware suppliers
Work stoppage had threatened to disrupt Korean economy and global artificial intelligence boom
Beijing aims to support domestic players including Huawei and Cambricon as they catch up to US rivals
Chipmaker’s spending rivals Big Tech’s biggest venture operations, tying customers and start-ups to its technology
South Korea’s Kospi triples in 18 months powered by Samsung and SK Hynix as AI euphoria continues
Shares rise after injunction restricts unions’ ability to halt production at South Korean chipmaker
