AI & Semiconductors
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Chinese Nexperia plant exposes auto sector’s deepest weak spot
November 24, 2025 -
Foxconn uses Nvidia Blackwell to turn hardware muscle into platform economics
November 21, 2025 -
AI capex boom hits the doubt phase as faith outruns earnings
November 19, 2025 -
Nexperia clash chokes Europe’s auto chip arteries
November 19, 2025 -
Taiwan tightens gate on dual-use tech, extending controls to advanced chips
November 18, 2025 -
EU fast-tracks a defence-grade semiconductor regime
November 18, 2025 -
Big tech just became carbon’s market maker, as AI drives a scramble for “durable” removals
November 18, 2025 -
Korea’s heavyweights pledge more than $300B in local investment
November 17, 2025 -
Samsung surges DDR5 prices as AI data centers drain supply
November 14, 2025 -
AI build-out isn’t dead, but investors just repriced the speed
November 5, 2025