Rakesh Kumar

Stay informed with Rakesh Kumar’s coverage and analysis for Fortune.

  • Rakesh KumarCommentary

    China does not need Nvidia chips in the AI war — export controls only pushed it to build its own AI machine

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  • Surface detail of a semiconductor wafer. Photographer: Hollie Adams/BloombergCommentary

    AI helped save the chip industry. What happens if it turns out to be a bust?

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  • TOPSHOT – Intel CEO Pat Gelsinger holds a sample of a wafer during his keynote speech at Computex 2024 in Taipei on June 4, 2024. (Photo by I-Hwa CHENG / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)Commentary

    As the chip race heats up, a new multipolar world is taking shape

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  • PRODUCTION – 26 April 2023, Saxony, Dresden: An employee of chip company Infineon holds a 300-millimeter wafer for demonstration during a press tour in the clean room of the chip factory. Infineon breaks ground for the new Smart Power Fab in Dresden on May 2, 2023. Photo: Robert Michael/dpa (Photo by Robert Michael/picture alliance via Getty Images)Commentary

    The green revolution runs on chips–but there is no good way to make the fragile semiconductors ecosystem sustainable in the short term

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  • A technician inspects a semiconductor wafer during testing in the cleanroomCommentary

    U.S. chip efforts have focused on advanced semiconductors–but low-tech legacy chips could give China an unexpected edge

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  • SUQIAN, CHINA – FEBRUARY 28: An employee works on the production line of chips at a dust-free workshop of a semiconductor factory on February 28, 2023 in Suqian, Jiangsu Province of China. (Photo by VCG/VCG via Getty Images)Commentary

    We need more powerful processors for the A.I. revolution. Too bad the chip industry is not keeping up

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  • Tim Cook, chief executive officer of Apple Inc., left, shares a toast with Morris Chang, founder of Taiwan Semiconductor Manufacturing Co. (TSMC), during a “First Tool-In” ceremony at the TSMC facility under construction in Phoenix, Arizona, US, on Tuesday, Dec. 6, 2022. TSMC today announced plans to boost its investment in the state to $40 billion and construct a second production facility, following major customers urging the Taiwanese chipmaker to build more advanced semiconductors in the US. Photographer: Caitlin O’Hara/Bloomberg via Getty ImagesCommentary

    We’re going to see another chip shortage—despite the CHIPS and Science Act

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  • A Chinese woman wearing a mask looks at a semiconductor waferCommentary

    Chip bans on countries like China will hurt the U.S. more than they’ll help. They won’t even work

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  • Senator Maria Cantwell holds a model of a computer chipCommentary

    Chipmaking CEOs say they need long-delayed CHIPS Act funding to save U.S. chip manufacturing. But it won’t work

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  • Technicians inspect a semiconductor waferCommentary

    Countries will solve the chip crisis by working together, not by acting alone

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  • Discarded computer chip boards in a pileCommentary

    India’s foray into chip manufacturing is doomed. Better for the country to focus on chip battles it can win

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