News Analysis

Premium AI and microelectronics boom in China drives IPOs as investors put money both in AI startups and adjacent sectors.

Premium Often, the pressure to succeed comes from the employees themselves, which could be half the problem.

Premium The scale of the tariff exemptions will be tied to the scale of the investment, too.

Premium Samsung and SK hynix have begun moving away from long-term, fixed-price supply contracts, replacing them with shorter agreements and post-settlement pricing mechanisms.

Premium Google announced in its Q4 earnings call this week that it expected to more than double its capital expenditure in 2026 over 2025's already sky-high numbers, to up to $185 billion.

Premium Despite layoffs attributed to surging use of AI, employers may be placating investors by using AI as an excuse for failings elsewhere.

Premium AWS is encountering grid connection wait times of up to seven years for new European projects, a delay that far exceeds the usual two-year timelines.

Premium In a reversal of trade dynamics over cutting-edge silicon, China holds the cards in robotics manufacturing.

Premium Western Digital outlines vision for hard drive platforms in 2030 and beyond: 14 platters, new laser technology, capacities of 140TB and beyond.

Premium China’s two largest memory manufacturers, CXMT and YMTC, are said to each be embarking on an unprecedented expansion spree as they see an opportunity to close the gap with the big-three incumbents.