Rising memory prices, more expensive iPads and a longer wait for OpenAI to go public: The sector that has driven markets skyward is hitting turbulence.
Category: Computer Chips
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Apple, Micron, OpenAI and A.I.’s Rough Summer
The New York Times – Business: -
Intel’s Chip Business Shows Signs of Life After Years of Struggle
The New York Times – Business:It is the centerpiece of President Trump’s drive to make more chips in the United States, but the company still has a long way to go before it can be called a complete turnaround.
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The High School Pipeline to South Korea’s Chip-Making Fortunes
The New York Times – Business:Huge memory-chip profits from the global A.I. boom have increased interest in semiconductor factory work. But behind the hype are uncertain job prospects.
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Apple Raises Prices on Macs and iPads Amid the A.I. Boom
The New York Times – Business:The tech giant cited the soaring costs of memory and storage chips as it increased prices more than $200 on some devices.
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Welcome to the Luxury City Built by Taiwan’s A.I. Boom
The New York Times – Business:Fortunes, luxury buildings and birthrates are rising in the city at the center of Taiwan’s chip supply chain.
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A.I. Riches Fuel Economic Divide in Asia’s Chip Powerhouses
The New York Times – Business:A.I. demand is driving stock market gains and booming exports in South Korea and Taiwan. But the rest of the economy is being left behind.
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China Takes Supercomputer Crown From U.S. For First Time Since 2017
The New York Times – Business:A supercomputer in Shenzhen was declared the world’s fastest. It uses only standard microprocessors and not the special-purpose chips called graphics processing units.
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Why Memory Chips Are Dominating the A.I. Rally
The New York Times – Business:Three major producers — Micron, Samsung and SK Hynix — are now trillion-dollar companies. Politicians and Wall Street have taken notice.
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Samsung Unions Approve A.I. Profit-Sharing Deal as Infighting Escalates
The New York Times – Business:The agreement all but guarantees hefty bonuses for employees in the top-performing chip unit. Other workers say they feel left out.
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Elon Musk and Other CEOs on Trump’s Trip to China Sought Relief
The New York Times – Business:Elon Musk and other powerful executives who accompanied President Trump to China are hoping to clear roadblocks put up by Beijing.
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Samsung Averts a Walkout With Big Bonuses, but Discord Over A.I. Profits Brews
The New York Times – Business:Samsung Electronics, a global memory chip supplier, has been a major beneficiary of the A.I boom. It has also become the center of a debate over how to divide its spoils.
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Trump Approved an Nvidia Chip for Sale in China. Beijing Doesn’t Want It.
The New York Times – Business:The U.S. tech giant’s powerful H200 chip seemed poised to boost Beijing’s A.I. ambitions, but not a single one has been purchased in China.
