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World’s largest chipmaker says ‘incremental cost’ of setting up plants abroad should be shared
Dutch group’s orders fall short amid industry slowdown
The Dutch group holds an unassailable market position
The technique of stacking multiple chips closely together is crucial to improving the performance of semiconductors
South Korean group set to outdo rival TSMC with cutting-edge 2nm chip production in US by 2026 as part of $40bn investment
Big upgrades in Arizona with advanced tech plants imply changes to foundry strategy
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Investments elsewhere begin to pay off as Chinese market matures
Also in this newsletter: Yellen optimistic on US-China relations, Dimon warns on interest rates, social class in the workplace
World’s biggest chipmaker will build cutting-edge facilities in Arizona in exchange for billions in subsidies
World’s biggest maker of memory chips beats expectations with strong first-quarter guidance
Attempt to claw back a lead in global chip manufacturing was never going to be easy
Diversifying production capacity would lower risk not only from geopolitical tensions but also earthquakes
How Malaysia is making the most of the rivals’ battle for global tech supremacy
Reflected glory of chipmaker Nvidia has caused other stocks to surge
Microsoft’s Windows and foreign database programs also sidelined as Beijing favours Chinese hardware and software
Despite the abundance of new products on show, Nvidia did not explain where AI would go from here
CEO Jensen Huang has ambitious plans for ‘full-stack computing’
Preliminary agreement includes $11bn loan as company expands capacity in Arizona and other states
Chief executive Jensen Huang claims Blackwell GPUs are substantially faster than its market-leading AI hardware
State-backed group MGX in discussions over ambitious plans by Sam Altman to build semiconductor business
SoftBank-backed group targets automotive sector as it diversifies from declining smartphone market
Washington keen to counter Beijing’s economic influence by bolstering investment links to its oldest Asian ally
Samsung and SK Hynix have been storing used machines in warehouses as US-China tensions rise
International Edition