Jump in share price of Cerebras underscores strong demand for shares in companies linked to AI boom
Companies ‘scrambling for information’ after ban on trading with key supplier
Launching into the magic of the Altman-osphere could prove to be quite a windfall
Samsung and SK Hynix stocks dip after policy chief comments
South Korean unions threaten strike action in battle for big bonuses and higher wages
SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand
Memory chip giant’s surge pushes South Korea’s Kospi to new record
Investors cheer after company unveils plans to boost output of semiconductor components
Chinese tech companies place large orders for the Shenzhen-based group’s latest range of AI processors
SK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages
Rising memory costs and Donald Trump’s pressure to invest in US manufacturing will force tough early calls
Veteran executive Jay Chen, who helped build Japanese group’s China business, left after links to start-ups surfaced
CEO says US chipmaker has made ‘fundamental’ changes after year-long turnaround
Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch
US semiconductor group has been seeking a big customer for its ‘14A’ manufacturing system
High-tech chip manufacturing began in the Lehigh Valley but promised federal funds for its revival have not come through
Crossover comes as chipmaker TSMC reports record first-quarter profit
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Europe’s most valuable company says customers are accelerating expansion plans
More efficient artificial intelligence could mean even greater need for semiconductors, say experts
Taiwan’s control of leading-edge silicon chips lies on a geostrategic faultline
New job driving Japanese group’s AI strategy would be in addition to running the UK chip company
First-quarter earnings surge eightfold despite rising energy costs from Middle East war
AI start-up secures more computing capacity as annualised revenues hit $30bn
Chipmaker sold stake two years ago to help shore up its precarious finances
