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Semiconductors

The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead
Commentary
The AI race isn’t about models, it’s about infrastructure—and the U.S. is still far ahead
By Alex CapriAugust 4, 2026
Eddie Wu Yongming, CEO of Alibaba, in Hangzhou in east China's Zhejiang province on Sept. 24, 2025. (Photo: Xu Kangping/Feature China/Future Publishing/Getty Images)
Newsletters
Is Alibaba’s Qwen3.8-Max China’s next top AI model?
By Andrew NuscaAugust 3, 2026
CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’
Big Tech
CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’
By Angelica AngAugust 2, 2026
Apple CEO Tim Cook on June 08, 2026 in Cupertino, California. (Photo: Justin Sullivan/Getty Images)
Newsletters
Tim Cook takes his final earnings call as Apple feels the supply pain
By Andrew NuscaJuly 31, 2026
Traders work on the floor of the New York Stock Exchange (NYSE) on July 24, 2026 in New York.
Big Tech
‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction 
By Eva RoytburgJuly 28, 2026
Worker in a full cleanroom suit uses a wafer manufacturing tool.
Success
In South Korea, teenagers are skipping college for semiconductor school—they’re landing six-figure Samsung jobs at 17 and bonuses of up to $400,000
By Preston ForeJuly 28, 2026
Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’
Big Tech
Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’
By Jason MaJuly 25, 2026
Man holding his hands open
Investing
A new group of stocks is transforming global equities markets. Meet ‘Memi,’ the $3 trillion sector fueled by AI’s insatiable hunger for memory chips
By Amanda GerutJuly 22, 2026
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North America
Taiwan’s chip superpower just pledged another $100 billion to help the U.S. get its act together
By Chan Ho-Him and The Associated PressJuly 16, 2026
How SK Hynix just pulled off the second-largest U.S. share sale by quietly powering the AI boom
Asia
How SK Hynix just pulled off the second-largest U.S. share sale by quietly powering the AI boom
By Nicholas GordonJuly 11, 2026
Memory chip giant SK Hynix jumps nearly 13% in Wall Street debut as AI frenzy powers biggest initial share sale in the U.S. by a foreign company
AI
Memory chip giant SK Hynix jumps nearly 13% in Wall Street debut as AI frenzy powers biggest initial share sale in the U.S. by a foreign company
By Damian J. Troise and The Associated PressJuly 10, 2026
How Qualcomm’s CIO is placing big bets on AI to support the chip company’s diversification push
Newsletters
How Qualcomm’s CIO is placing big bets on AI to support the chip company’s diversification push
By John KellJuly 8, 2026
After a nearly 800% explosion, this AI stock’s U.S. debut could signal if the market can still boom—or is headed for a bust
AI
After a nearly 800% explosion, this AI stock’s U.S. debut could signal if the market can still boom—or is headed for a bust
By Jason MaJuly 5, 2026
The Google Midlothian Data Center in Midlothian, Texas, on Friday, Nov. 14, 2025. Alphabet's Google plans to invest $40 billion in three new Texas data centers. (Photo: Jonathan Johnson/Bloomberg/Getty Images)
Newsletters
Google: Thank you Meta! But your AI capacity is in another data center!
By Andrew NuscaJune 29, 2026
Meet Micron, the under-the-radar chipmaker that just reported a 346% sales surge and helped stop a global AI selloff
AI
Meet Micron, the under-the-radar chipmaker that just reported a 346% sales surge and helped stop a global AI selloff
By Marco Quiroz-GutierrezJune 26, 2026
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Middle East
The emerging deal to reopen the Strait of Hormuz reportedly recognizes Iran’s control—and the U.S. may have to accept itplaceholder alt text
By Jason MaAugust 7, 2026
Environment
Leo DiCaprio teams with Jeff and Lauren Sanchez Bezos on $200 million plan to save 100 endangered speciesplaceholder alt text
By The Associated PressAugust 5, 2026
Energy
Michael Dell’s son built a $13 billion home battery business—and he’s going on 30 years oldplaceholder alt text
By Jordan BlumAugust 6, 2026
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