Helium gas powering the world’s most advanced semiconductor processes is suddenly in short supply, threatening to slow down production of the chips driving the AI boom

Taiwan’s dominance of advanced chips acts as a chokepoint for the global economy. Days or weeks without their manufacturing would affect the supply and price of numerous products around the world. This is comparable to how the current disruption to shipping in the Persian Gulf due to the Iran war is affecting oil-dependent markets globally.

Chinese chip companies have benefited from strong domestic demand for AI as U.S. tech curbs have bolstered local firms.

In this Eye on Patents column, we graphically explore the intellectual property created in support of computer chips and other electronics

On a Saturday night in Austin, standing inside a defunct power plant, Elon Musk delivered a message that cut straight to the heart of the AI chip shortage: His companies cannot get the chips they need,

Looking back on processors and graphics chips stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Lattice Semiconductor (NASDAQ:LSCC) and its peers. The biggest demand drivers for processors (CPUs) and graphics chips at the moment are secular trends related to 5G and Internet of Things,

Taiwan Semiconductor is one of the most dominant companies in the tech industry.

T he semiconductor industry has been experiencing a pivotal transformation, driven by continued rising demand for AI enabled chips, sweeping investment that has occurred under the CHIPS Act, and strategic realignment in global trade and supply chain dynamics.

SEOUL — The U.S.-Israel war with Iran could disrupt supplies of key semiconductor manufacturing materials, a South Korean ruling party lawmaker said on Thursday, as the conflict in the Middle East entered its sixth day. South Korea’s chip industry ...

Nvidia and Broadcom are both seeing huge demand for their cutting-edge chips.