chipmakers

The chipmakers sector comprises companies that design and manufacture semiconductor chips, which are essential components for electronic devices and systems.

Why it’s in the news: It is in the news due to a rally in stock prices driven by high demand for AI chips and price hikes by Chinese manufacturers amid a memory shortage.

Latest on chipmakers

• AI boom pushes chipmakers to expand across Asia Pacific, FedEx report finds
• AMD CEO Lisa Su courts Korean AI chipmakers as it takes on Nvidia
• AMD joins US$1 trillion club as chipmakers rally on AI-driven demand
• Chinese chipmakers become billionaires without turning a profit
• EXCLUSIVE: China's AI chipmakers raise prices as high-bandwidth memory shortage bites
• China's AI chipmakers raise prices as high-bandwidth memory shortage bites
• timing a hardware cycle — especially one entangled with trade policy, capacity constraints, and competing architectures
• That math works perfectly for the semiconductor industry's margins
• Chipmakers are prioritizing advanced memory chips for AI training and operations
• The company supplies equipment used in semiconductor assembly and packaging processes essential for AI chip production.
• BESI, a Netherlands-based equipment manufacturer, saw this surge as chipmakers increased investments in advanced packaging solutions.
• Investors have reacted by selling shares of major chipmakers that rely on sales to Chinese customers.

Connections

9 entities linked to chipmakers across the news graph.