Tariffs and threat of new duties on chips and computing infrastructure could frustrate American ambitions to lead artificial intelligence race
World’s biggest semiconductor maker has been under pressure from Trump administration to help out Silicon Valley rival
Meetings with Chinese vice-premier and DeepSeek founder come after US clamps down on chipmaker’s sales to China
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Lawmakers say the Chinese AI group is a ‘profound threat’ to national security
Chipmaker leads declines as Wall Street sell-off reignites
US chipmaker reveals $5.5bn impairment, while full hit to China revenues could surpass $10bn
Trump administration’s curbs send chipmaker’s shares sliding
Shares in industry’s leading equipment supplier fall as it warns of ‘dynamic’ environment
Response times of 20 trillionths of a second recorded in test to improve data transfer speeds
Sale is part of plan by company to divest non-core assets
Analysts fear semiconductor and consumer electronics sales could stagnate over new duties
Deals with Chinese tech giant Baidu come as South Korean giant loses ground in US and navigates Washington’s curbs
Taiwanese chipmaker has said little about its plans and extent of reprieve from Washington’s pressure is unclear
Lip-Bu Tan says Silicon Valley group must again act like a ‘day-one start-up’
Some production will move from China, although plant there will still supply Asia and Europe
‘Hyper-rational’ CEO secured important deals with Blackstone and Microsoft to create a cloud computing giant ahead of IPO
Investor enthusiasm for companies linked to artificial intelligence boom has waned this year
Beijing’s semiconductor champion SMIC accused of posing as Samoa entity to evade foreign investment restrictions
Plus, HSBC fired bankers on bonus day and the big-time value destruction at Family Dollar
Pat Gelsinger, who has taken on role at venture capital firm, says US must boost R&D to gain ‘semiconductor leadership’
US chipmaker could suffer $17bn-a-year hit to business if energy efficiency rules are enforced more strictly
Trade minister says Washington suspects high-end semiconductors are making it to China despite trade controls
Decades of expertise and investment allow suppliers to maintain both pricing power and market stability
Jensen Huang’s pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry
