semiconductor production
Coverage of semiconductor production in the Nexus archive.
- Beyond the oil shock
Disruptions in the Strait of Hormuz are pushing oil prices above $100 a barrel. These disruptions threaten fertilizer supplies, semiconductor production, and global inflation.
- For China’s ailing developers, retail frenzy greets semiconductor side-hustles
Chinese property developers struggling with business challenges are diversifying into semiconductor production, leading to significant stock price surges for some listed companies. This shift has triggered a retail investor buying frenzy in the A-share market, with 'chip-themed stocks' becoming highly favored.
- For China’s ailing developers, retail frenzy greets semiconductor side-hustles
Chinese property developers are diversifying into semiconductor production to revive their struggling businesses, leading to significant stock price surges for some listed companies. This shift has triggered a retail investor frenzy in China's A-share market, with 'chip-themed' stocks becoming highly sought after.
- India Just Signed Its Most Consequential Chip Deal. The Hard Part Starts Now.
India has signed a significant Memorandum of Understanding with ASML, entering an exclusive global technology partnership for chip manufacturing. However, the agreement faces challenges as China maintains control over critical inputs needed for semiconductor production.
- Buy What It Can, Steal What It Must: China's Campaign to Acquire Frontier AI Capabilities
The Select Committee on China released an investigation revealing how China employs both legal and illegal methods to acquire frontier AI capabilities and build semiconductor production capabilities. The committee found that China remains the largest market for chipmaking equipment despite international restrictions on such technology.
- Intel gets trapped in Elon’s reality distortion field as it joins in megafab delusions
The article discusses Intel's decision to join Elon Musk's Terafab initiative, which aims to drastically increase semiconductor production for orbital datacenters. It criticizes Musk's plans as unrealistic and part of a broader pattern of unfulfilled promises in the tech industry.