#Semiconductors

The modern cold war, deeply rooted in the tech world, is escalating as nations compete for dominance in the AI-driven, productivity-boosting era. With the US and its allies set on limiting Beijing’s access to advanced semiconductor technology, China is finding increasingly innovative ways to circumvent these restrictions while enhancing its domestic capabilities. Nikkei Asia recently…

In recent quarters, following each major drop in stock prices, Intel investors have repeatedly asked the question: is this the bottom? Unfortunately, the answer has consistently been negative. Now, with Intel’s situation becoming increasingly dire—reflected in the company’s market capitalization falling below the psychologically important $100 billion mark—investors are once again placing their hopes on…

Samsung is gearing up to take the lead in the next-generation HBM4 memory market, with the Korean giant planning to tape out its cutting-edge technology by the end of this year. The HBM industry is experiencing rapid growth, driven by the increasing demand from AI applications, which has prompted companies like Samsung and SK hynix…