Expert warns the West is missing the real contest

China’s sheer electrical muscle is about to reshape the AI race faster than many Western wonks care to admit.

Seoul throws cash and clout at its own AI destiny

The global AI arms race between China and the US has smaller nations nervously eyeing their supply lines, fearing they will end up beholden to the whims of the superpowers.

Washington hands Abu Dhabi and Riyadh a tidy win

Washington’s latest export ruling hands the United Arab Emirates and Saudi Arabia a fat slice of the AI action after months of dithering.

Arizona Fab’s profits fall off a cliff

TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.

Beijing cuts power bills for data centres that ditch Nvidia

China has decided that if its homegrown AI chips can’t beat Nvidia on power, it’ll just make electricity cheap enough not to care.

Pegatron's Tong Zixian reckons Samsung and Intel are playing catch-up

Samsung might be bagging more US business, but Pegatron chairman Tong Zixian says Taiwan’s chip champ TSMC has nothing to worry about yet.

Monster demand for GPUs and HPC silicon

Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.

Cook promises more cash for Beijing while pretending to love American manufacturing

Apple's CEO Tim Cook has once again pledged to pump more money into China, promising Beijing’s industry minister Li Lecheng that Job’s Mob will keep investing in the Middle Kingdom.

Rare earth clampdown could pull the plug on America’s AI supply chain

The cocaine nose jobs of Wall Street are twitching nervously as China’s new rare earth export restrictions threaten to upend the global chip industry and potentially block firms like TSMC from selling semiconductors to American companies.

Beijing serious about cutting Nvidia out of its tech diet

China has gone full throttle in enforcing tighter controls on semiconductor imports, as the Middle Kingdom pushes to purge its tech sector of American hardware, particularly from Nvidia.