<![CDATA[Semiconductors]]>https://www.ft.com/stream/8b010053-6a9c-4c39-be1e-28856e47b874RSS for NodeMon, 02 Jun 2025 10:03:25 GMT15<![CDATA[Chinese tech groups prepare for AI future without Nvidia]]>https://www.ft.com/content/bb1315e8-27df-4a93-a4dc-11e2883fdde3bb1315e8-27df-4a93-a4dc-11e2883fdde3Fri, 30 May 2025 01:00:27 GMT<![CDATA[Trump orders US chip software suppliers to stop selling to China]]>https://www.ft.com/content/2c0db765-03ac-4820-8a02-806469848bee2c0db765-03ac-4820-8a02-806469848beeThu, 29 May 2025 22:30:07 GMT<![CDATA[Nvidia is a $3tn bet on the tokenisation of everything]]>https://www.ft.com/content/0f6b115e-0d2c-4dd7-8aa5-a031b7cd4bf30f6b115e-0d2c-4dd7-8aa5-a031b7cd4bf3Thu, 29 May 2025 08:02:08 GMT<![CDATA[Nvidia quarterly revenue surges nearly 70% despite China curbs ]]>https://www.ft.com/content/5f2c318b-39e6-4ce9-bcd4-d950aa5525c85f2c318b-39e6-4ce9-bcd4-d950aa5525c8Wed, 28 May 2025 22:21:57 GMT<![CDATA[Nvidia’s suppliers resolve AI rack issues in boost to sales]]>https://www.ft.com/content/26ad4a47-aefd-4a96-9605-275027f83b5326ad4a47-aefd-4a96-9605-275027f83b53Tue, 27 May 2025 20:00:44 GMT<![CDATA[The economic impact of Trump’s budget bill]]>https://www.ft.com/content/26c6d46a-8412-4fe9-8a30-7ac76194b9ab26c6d46a-8412-4fe9-8a30-7ac76194b9abFri, 23 May 2025 04:00:00 GMT<![CDATA[Nvidia chief Huang condemns US chip curbs on China as ‘a failure’]]>https://www.ft.com/content/a3fce85c-8651-4fec-ab6a-c876ec01a547a3fce85c-8651-4fec-ab6a-c876ec01a547Wed, 21 May 2025 04:44:38 GMT<![CDATA[Nvidia chief announces major Taiwan chip investments]]>https://www.ft.com/content/89d0a1c4-01c8-41fa-9666-5e864a805ea889d0a1c4-01c8-41fa-9666-5e864a805ea8Mon, 19 May 2025 08:07:59 GMT<![CDATA[Nvidia seeks to build its business beyond Big Tech ]]>https://www.ft.com/content/2ba1d064-242d-4a2a-a381-374d9643e23a2ba1d064-242d-4a2a-a381-374d9643e23aSun, 18 May 2025 04:00:58 GMT<![CDATA[US considers adding Chinese chipmakers to export blacklist]]>https://www.ft.com/content/be1b8bb2-364b-4f02-a952-93579f40c837be1b8bb2-364b-4f02-a952-93579f40c837Fri, 16 May 2025 14:34:34 GMT<![CDATA[Nvidia plans Shanghai research centre in new commitment to China]]>https://www.ft.com/content/c886a4c0-da75-4ea7-8230-6ffd18815fa4c886a4c0-da75-4ea7-8230-6ffd18815fa4Fri, 16 May 2025 04:00:11 GMT<![CDATA[Intel’s race for second and India’s deep tech funding crunch]]>https://www.ft.com/content/f539831e-7412-4a71-8560-bb453511b3cbf539831e-7412-4a71-8560-bb453511b3cbThu, 15 May 2025 07:45:16 GMT<![CDATA[US warns against using Huawei chips ‘anywhere in the world’]]>https://www.ft.com/content/2033b5b3-974d-4d40-8498-1c46d3a8db792033b5b3-974d-4d40-8498-1c46d3a8db79Wed, 14 May 2025 04:33:49 GMT<![CDATA[Creditors offer US chipmaker $600mn refinancing to avert bankruptcy]]>https://www.ft.com/content/af78bc89-82fe-4db7-be1e-7ec2734e5029af78bc89-82fe-4db7-be1e-7ec2734e5029Tue, 13 May 2025 09:00:30 GMT<![CDATA[US scraps Biden-era rule that aimed to limit exports of AI chips]]>https://www.ft.com/content/bb8846e0-4506-433f-86a3-4877ad63fc32bb8846e0-4506-433f-86a3-4877ad63fc32Wed, 07 May 2025 23:04:13 GMT<![CDATA[British chip designer Arm latest to be hit by Trump tariff uncertainty ]]>https://www.ft.com/content/fdb712b3-ca3a-4df2-a14e-38821d90e546fdb712b3-ca3a-4df2-a14e-38821d90e546Wed, 07 May 2025 22:23:14 GMT<![CDATA[Satellite images reveal Huawei’s advanced China chip production line]]>https://www.ft.com/content/afd618f8-12c9-4297-b2a9-49f7dc548da4afd618f8-12c9-4297-b2a9-49f7dc548da4Sun, 04 May 2025 04:00:25 GMT<![CDATA[Samsung warns US tariffs will dent memory chip and smartphone sales]]>https://www.ft.com/content/4c2382ab-b824-42ec-ae24-d3620072bf9f4c2382ab-b824-42ec-ae24-d3620072bf9fWed, 30 Apr 2025 05:11:23 GMT<![CDATA[Huawei delivers advanced AI chip ‘cluster’ to Chinese clients cut off from Nvidia]]>https://www.ft.com/content/cac568a2-5fd1-455c-b985-f3a8ce31c097cac568a2-5fd1-455c-b985-f3a8ce31c097Wed, 30 Apr 2025 04:00:14 GMT<![CDATA[Intel’s new boss starts with wafer-thin expectations]]>https://www.ft.com/content/a6ab628b-2218-439a-8ec8-25845cae117aa6ab628b-2218-439a-8ec8-25845cae117aFri, 25 Apr 2025 09:36:57 GMT<![CDATA[Intel to cut jobs and capex as Trump tariffs cloud outlook]]>https://www.ft.com/content/2cbd1270-b852-4833-ba7c-f98755fcc1de2cbd1270-b852-4833-ba7c-f98755fcc1deThu, 24 Apr 2025 21:45:50 GMT<![CDATA[China isn’t trying to win the AI race]]>https://www.ft.com/content/bdfd7fc6-d0df-4070-96e5-7900b0cc1204bdfd7fc6-d0df-4070-96e5-7900b0cc1204Thu, 24 Apr 2025 16:29:39 GMT<![CDATA[Nvidia chief Jensen Huang flies to Beijing for talks]]>https://www.ft.com/content/7a49186c-8e51-4540-affe-15239c0914e37a49186c-8e51-4540-affe-15239c0914e3Thu, 24 Apr 2025 13:39:28 GMT<![CDATA[SK Hynix profits double on memory chip stockpiling ahead of US tariffs]]>https://www.ft.com/content/c764043c-60f8-46d2-bddb-4ae372f7a631c764043c-60f8-46d2-bddb-4ae372f7a631Thu, 24 Apr 2025 02:06:26 GMT<![CDATA[What would a US tariff on chips look like? 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