# Semiconductors
Latest news and articles about Semiconductors
Total: 481 articles found
Markets Glimmer with Peace Hopes as Chinese Tech Leads Global Rally Amid Mideast Brinkmanship
Global markets rallied on optimism for a US-Iran ceasefire, with Chinese tech stocks leading the surge following strong earnings. However, the diplomatic reality remains fraught as Iran rejects US terms and Israel intensifies strikes to preempt a potential peace deal.
Silicon Valley’s Triad of Reckoning: Liability, Layoffs, and the New Tech Cabinet
Big Tech faces a paradigm shift as Meta and Google are held liable for social media addiction, while simultaneously purging thousands of staff to fund an AI-first future. Meanwhile, new AI algorithms are disrupting hardware markets, and industry titans are being formally integrated into the U.S. government's strategic advisory council.
Mapping the Microcosm: Anhui University’s Atomic Breakthrough in Magnetic Storage Metrology
Researchers at Anhui University have developed a breakthrough atomic-scale imaging technique for antiferromagnetic materials, overcoming long-standing resolution limits in magnetic characterization. Published in Nature Nanotechnology, the method provides a critical tool for developing next-generation spintronics and high-density magnetic storage devices.
The Silicon Cabinet: Trump’s PCAST Appointment Signals a New Era of Tech-Led Governance
The White House has established a new PCAST council featuring elite tech leaders like Jensen Huang and Mark Zuckerberg, aimed at cementing U.S. leadership in AI, semiconductors, and nuclear energy. Co-chaired by David Sacks and Michael Kratsios, the committee represents a strategic merger of Silicon Valley expertise and national policy.
Corruption Probe Into 'LED King' Casts Shadow Over China’s Semiconductor Ambitions
Lin Xiucheng, the founder of Sanan Optoelectronics and a titan of China's semiconductor industry, has been detained for investigation as his company grapples with chronic losses. The probe threatens a major overseas acquisition and highlights the growing scrutiny of state-backed tech giants in China.
Alibaba’s Open-Source Gambit: How the RISC-V ‘Xuantie’ Aims to Disrupt the Global Chip Duopoly
Alibaba has launched the record-breaking Xuantie C950 RISC-V CPU, signaling a strategic shift toward high-performance, open-source AI computing. With its chip unit T-Head achieving mass production and NVIDIA's CUDA adding support, the RISC-V architecture is emerging as a credible third pillar to challenge the x86 and ARM duopoly in the global semiconductor market.
Arm Surge Ignites AI Infrastructure Rally as Meta Embraces Custom Silicon
U.S. markets opened higher on March 25, 2026, led by a 9% surge in Arm Holdings after Meta announced the adoption of Arm's custom data center CPUs. The move reinforces the ongoing trend of 'Big Tech' firms developing in-house silicon to power AI workloads, boosting investor confidence in semiconductor and data center infrastructure stocks.
The New Silicon Ceiling: Why Memory, Not Power, Has Become the Primary Bottleneck for AI
OpenAI and major chip manufacturers have identified memory chip shortages as the primary constraint on AI expansion, eclipsing previous concerns over energy supplies. The structural deficit in High Bandwidth Memory (HBM) is expected to persist until 2030, driving up prices for both enterprise and consumer electronics.
China’s Equity Markets Rebound as the ‘Compute-Power Nexus’ Sparks a Green Energy Surge
Chinese markets rallied strongly on March 25, led by the power and telecommunications sectors as data revealed a thousand-fold increase in AI token usage over the past two years. Investors are increasingly focusing on the synergy between green energy and digital infrastructure, while traditional energy stocks cooled amid shifting geopolitical signals in the Middle East.
A Ten-Day Countdown to Darkness: The Qatari Gas Crisis and the Remaking of Asian Energy Geopolitics
The closure of the Strait of Hormuz and strikes on Qatari gas facilities have triggered a 10-day countdown to an energy crisis in Asia, forcing nations to pivot toward US LNG and nuclear power. The disruption threatens not only global electricity markets but also the semiconductor industry due to a critical shortage of helium.
The Firefighter Fails: Lion Fund’s Cleanup Star Stumbles on Tech Sector Bets
Lion Fund’s 'firefighting' manager Deng Xinyi is facing a performance crisis as her flagship fund ranks among the worst performers of 2026. Her reliance on concentrated bets in semiconductors and robotics has backfired, highlighting the systemic risks of 'sector betting' in China's mutual fund industry.
Arm’s Strategic Pivot: The Silicon Architect Becomes a Competitor in the AI Server War
Arm Holdings has launched its first mass-produced data center chip, the 136-core AGI CPU, marking a pivot from licensing intellectual property to direct hardware sales. This move targets the AI agent market and poses a direct challenge to the dominance of Intel and AMD in the server industry.