Semiconductors

The great AI memory shortage is ending not with a bang, but with a surplus of chips and a $100 billion market correction.

When the world's most famous architectural firm for chips decides to pick up a hammer, the neighbors tend to get nervous.

Alibaba's recent admission that its home-grown AI chips are inferior to global standards marks a rare moment of corporate candour in the high-stakes semiconductor race.

In a move that surprised absolutely no one who has ever tried to return a borrowed lawnmower, Nvidia has finally divested its remaining stake in Arm, bringing a quiet end to the industry's most expensive 'it's complicated' status.