Semiconductors

broker
AI

The tech stock free fall doesn’t make any sense, BofA says in rebuke to investors while doubling down on the sector’s longevity

By
February 4, 2026
US President Donald Trump jokes with Meta CEO Mark Zuckerberg (L) as he hosts tech leaders for a dinner in the State Dining Room of the White House in Washington, DC, on September 4, 2025.
AI

Trump says Mark Zuckerberg showed him a ‘Manhattan-sized’ AI data center

By
January 21, 2026
The Verizon logo displayed on a smartphone screen on September 30, 2024. (Photo illustration: Justin Sullivan/Getty Images)
Newsletters

Verizon hit with a major U.S. outage

By
January 15, 2026
Nvidia co-founder and CEO Jensen Huang in Las Vegas, Nevada, on January 5, 2026. (Photo: Patrick T. Fallon/AFP/Getty Images)
Newsletters

China reportedly tells tech firms to pause Nvidia H200 orders

By
January 8, 2026
Cerebras CEO Andrew Feldman
AI

After Nvidia’s Groq deal, meet the other AI chip startups that may be in play—and one looking to disrupt them all

By
January 5, 2026
Countries must move beyond seeing AI as a race, where one side must beat the other
Asia

Countries must move beyond seeing AI as a race, where one side must beat the other

By Boris Babic and Brian Wong
January 4, 2026
AI chip designer Biren’s shares surge 76% on debut in Hong Kong
Asia

AI chip designer Biren’s shares surge 76% on debut in Hong Kong

By Sangmi Cha, Chongjing Li and Bloomberg
January 2, 2026
Nvidia CEO Jensen Huang.
AI

Nvidia’s Groq bet shows that the economics of AI chip-building are still unsettled

By
December 30, 2025
Why Singapore is the only Southeast Asian country in Pax Silica, the U.S.’s new AI ‘inner circle’
Asia

Why Singapore is the only Southeast Asian country in Pax Silica, the U.S.’s new AI ‘inner circle’

By
December 30, 2025
Kurian
AI

Google Cloud chief reveals the long game: a decade of silicon and the energy battle behind the AI boom

By
December 23, 2025
Stephen Witt
AI

‘The rocket ship keeps going off’: Inside the Nvidia phenomenon with author Stephen Witt

By
December 19, 2025
Rohit Prasad, SVP and head scientist of artificial general intelligence at Amazon, speaking at Fortune Brainstorm AI 2024 in San Francisco. (Photo: Stuart Isett/Fortune)
Newsletters

Amazon shakes up its AI leadership

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December 18, 2025
Qualcomm Executive Vice President Nakul Duggal says the company's AI features in cars will be found in 100 countries by the end of next year.
AI

‘Robots are going to be amongst us’: Qualcomm exec says buckle up for the next 5 years. Your car is going to be the first shoe to drop

By
December 17, 2025
What happens to old AI chips? They’re still put to good use and don’t depreciate that fast, analyst says
AI

What happens to old AI chips? They’re still put to good use and don’t depreciate that fast, analyst says

By
December 15, 2025
Trump
Big Tech

Trump says he’ll allow Nvidia to sell advanced chips to ‘approved customers’ in China

By Josh Boak and The Associated Press
December 9, 2025

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