Semiconductors

Finance 6 min Broadcom's AI Revenue Tripled to $16.70bn. The Stock Fell on a 0.66 Per Cent Miss. AI chips reached $16.70bn, up 221 per cent, and the shares dropped 4.4 per cent because next quarter's guide c... SA Sarah Chew 3 Sep Business 6 min A South Korean Law Could Block SK Hynix's Planned Memory Plant in Japan Miyagi wants the plant and Tokyo is offering subsidies to get it. The approval that decides the question is a... DA Daniel Koh 1 Sep Business 7 min A Dongguan Court Froze $300m of Nexperia. It Is Not a Seizure. Asset preservation pending litigation exists in most legal systems and decides nothing about the merits. What... EV Eva Chin 31 Aug Finance 6 min A Memory Maker Forecasts Five More Years of Memory Shortage The forecast is five more years of shortage and no glut, and it comes from the person selling the memory. It a... DA Daniel Koh 31 Aug Business 6 min The Unimicron Raid Is a Taiwanese Criminal Case, Not a US Trade One The phrase attached to this is origin laundering, which implies US trade enforcement. The charges are forged d... EV Eva Chin 31 Aug ASEAN Tech 6 min The Planned US Chip Tariffs Would Tax Assembled Laptops and Servers, Not Just Chips A tariff on semiconductors sounds like a tax on wafers. The plans reported this week reach the finished laptop... SA Sarah Chew 30 Aug ASEAN Tech 6 min Vietnam and Singapore Named Six Technology Fields and Zero Dollars Six domains named at a first strategic dialogue, with no funding, timelines, targets or institutional mechanis... DA Daniel Koh 30 Aug ASEAN Tech 7 min Vietnam Wants Design Work Now, Not Just Assembly Hanoi pressed Qualcomm and Samsung to deepen AI and semiconductor investment. The $500bn Samsung export figure... SA Sarah Chew 29 Aug Business 7 min Infineon Bought the Part of the AI Server That Nobody Photographs C2i makes multiphase controllers — the components that hold an accelerator's voltage steady while it swings hu... EV Eva Chin 25 Aug Business 8 min South Korea's 800 Trillion Won Budget Is Not a Budget Yet The cabinet approves it on 1 September and the Assembly has yet to pass it. The dollar figure reported ranges... DA Daniel Koh 25 Aug Business 7 min Japan's Extra $944m for Rapidus Is a Budget Request, Not a Cheque The money is sought in METI's fiscal 2027 budget, and its purpose is to raise the company's capital so banks w... SA Sarah Chew 25 Aug Business 7 min Fifty of the Seventy-Four Smuggled AI Servers Went Through Indonesia Taiwan indicted nine people, including Nvidia and Super Micro staff, over B300 servers diverted to China. The... EV Eva Chin 25 Aug Business 8 min Brazil Bought Its AI Supercomputing From Both Sides Of 2.3bn reais announced, 1.3bn goes to a Rio de Janeiro project with Huawei and iFlytek and 1bn to a Rio Gran... EV Eva Chin 23 Aug Science 8 min Caltech Got Fibre-Grade Optical Loss Onto A Silicon Chip Optical loss is what has kept chip-scale photonics far behind optical fibre. A Caltech group put the fibre mat... NA Nadia Rahim 23 Aug Finance 9 min Broadcom Guaranteed The Resale Value Of Its Own Chips To Get A $35bn Loan Priced The AI XPV platform raised debt through a vehicle that buys accelerators and leases them to Anthropic. A defic... SA Sarah Chew 23 Aug Finance 8 min Data Centre Capex Will Pass A Trillion Dollars This Year Dell'Oro puts global data centre capital expenditure above US$1tn in 2026. The five largest hyperscalers accou... DA Daniel Koh 22 Aug ASEAN Tech 8 min The Philippines' AI Hub Would Need 16 Per Cent Of Luzon's Grid Pax Silica at New Clark City is projected to require 3 gigawatts of electricity and 130 million litres of wate... SA Sarah Chew 22 Aug AI & ML 8 min Nvidia Is Talking To The Korean Startup Whose Chips Compete Where Nvidia Is Weakest Jensen Huang met Rebellions' chief executive in Santa Clara. The company designs inference NPUs, is valued nea... KE Kenji Tanaka 22 Aug Finance 8 min Samsung And SK Hynix Are Handing Back More Than They Are Building With Samsung expects shareholder returns of 90 to 110 trillion won this year, the largest ever by a Korean company.... DA Daniel Koh 22 Aug Finance 8 min The Memory Bolted To Your AI Chip Now Costs More Than You Think HBM3 runs about US$200 a stack, HBM3E US$300 and HBM4 an estimated US$550, with HBM3E contract prices up aroun... SA Sarah Chew 21 Aug Finance 8 min Marvell Is Paying Google In Warrants To Keep Buying Its Chips Google gets the right to almost 59 million shares at US$206.58, vesting in tranches tied to every US$500m of c... SA Sarah Chew 20 Aug Cloud & Infra 6 min Your VPS Bill Is Going Up Because of Somebody Else's AI OVHcloud will raise server prices by up to 87 per cent. The RAM it buys has risen sixfold in a year and is hea... RE RECATOOLS Editorial 11 Aug Business 8 min Tesla and SpaceX Committed $16.8bn to a Chip Fab. The Rest Is Description. Phase one is a real number with a decision behind it. The 100 million square feet, the $119 billion and the te... EV Eva Chin 11 Aug AI & ML 8 min AMD Bought a Company That Etches the Model Into the Chip Taalas builds silicon with the model weights burned in at manufacture. The performance case is strong and the... AI AI Tools Desk 11 Aug