Latest in Ai Chip Economy
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Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - October 29 -
Samsung Electronics' chip profit shrinks 40% from the previous quarter
The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.Business - CNBC - October 31 -
New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - November 1 -
Speaker Johnson does clean up on CHIPS Act repeal question
Speaker Mike Johnson (R-La.) quickly backtracked after saying at a campaign event on Friday that he would “probably” move to try to repeal the CHIPS and Science Act, marking the second time in a ...Politics - The Hill - November 2 -
Harris slams Speaker Johnson’s comments about CHIPS Act
Vice President Harris took a swipe at Speaker Mike Johnson (R-La.) Friday evening, after Johnson said on the campaign trail that he would "probably" move to try to repeal the CHIPS and Science Act. ...Politics - The Hill - November 2 -
Graphene-chip implant in UK trial could transform brain tumour surgery
Cancer cell detector made of material that won its inventors Nobel prize is hailed as ‘clinical milestone’. A revolutionary device designed to transform the surgical treatment of brain tumours is ...World - The Guardian - November 3 -
U.S. Chip Toolmakers Move to Cut China From Supply Chains
Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.Tech - The Wall Street Journal - November 4 -
House Speaker Johnson Walks Back Talk of Repealing CHIPS Act
In an up for grabs New York congressional district getting a Micron plant through federal grants, a comment that the GOP ‘probably will’ try to repeal the program quickly gets massaged to a desire ...Business - Inc. - November 4 -
Why Trump May Drop Plans to Repeal Biden’s Chips Act
The president-elect has a record of reversing policies from prior administrations, but there are many reasons he might spare Biden’s program to boost domestic semiconductor manufacturing.Business - Inc. - November 7 -
House Committee Targets Chip Technology Firms for China Ties
It requested information from a handful of firms that make chip manufacturing possible about their commercial ties to China.Business - The New York Times - 6 days ago -
Here’s How China’s Chip Industry Plans to Deal With Trump’s Term
Anticipating further combative interactions over trade, the Chinese semiconductor industry is make new friends and boosting hiring.Business - Inc. - 3 days ago -
Nvidia earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - Yesterday -
ASML shares rise as chip-equipment maker confirms 2030 outlook
ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.Business - MarketWatch - 13 hours ago -
It’s localization, not globalization, for the health of the US economy
The U.S. is undergoing a transformative shift away from globalization and toward localization, with initiatives such as the Inflation Reduction Act and the CHIPS and Science Act prioritizing ...Politics - The Hill - October 17 -
Benjamin Button’s clues for the US economy
Conditions are reverting to a time of solid, sustainable growthWorld - Financial Times - October 30 -
Badenoch: We will have opposite approach to Labour on economy
Speaking on her first day as leader, Badenoch gave a first glimpse of her policy priorities.Top stories - BBC News - November 3 -
The Inflation Factor: It Wasn’t Just the Economy
How inflation and economic concerns drove voter sentiment.Business - Inc. - November 6 -
Trump’s self-defeating pledges on the economy
The scenarios where America does best involve curbing his campaign promisesWorld - Financial Times - 6 days ago -
Economic impact of growing gig economy
Winner of the FT Schools/Discover Economics Young Economist of the Year awardBusiness - Financial Times - 4 days ago -
Job Seekers Are Using AI to Fight AI
Job-seeking AI might help humans win the battle, but it may cost us the war.Business - Inc. - October 18 -
The rise of AI celebrity endorsements
AI-generated images of celebrities endorsing political candidates are spreading quickly. Learn how to spot the fakes and avoid being misled.Top stories - CBS News - October 16 -
AI and the nuclear renaissance
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Big Tech taps nuclear power as AI energy demand grows Major technology companies are increasingly turning ...Politics - The Hill - October 17 -
The fight for AI labels
The Hill's weekly technology news digest. {beacon} Friday, October 18, 2024 LEADING THE DAY Lawmakers struggle for ways to distinguish real content from AI fakes Image © Getty Images ...Politics - The Hill - October 18 -
Why AI is going nuclear
Microsoft, Amazon, and Google have all announced plans to partner with or build new nuclear power plants and reactors for AI. Here's why.Tech - VentureBeat - October 18 -
Infrastructure is destiny in the AI era
It’s increasingly clear that building more data centers and power plants will catalyze a reindustrialization of the U.S. that benefits the entire country.Politics - The Hill - October 24 -
Beware the AI bureaucrats
It’s not killer robots we should be worried about, but the automated plumbers of the information networkBusiness - Financial Times - October 26 -
AI Slop Is Flooding Medium
The blogging platform Medium is facing an influx of AI-generated content. CEO Tony Stubblebine says it “doesn’t matter” as long as nobody reads it.Tech - Wired - October 28 -
This Is a Glimpse of the Future of AI Robots
Physical Intelligence, a well-funded startup chasing breakthroughs in robotic intelligence, has developed a robot capable of doing various household chores remarkably well.Tech - Wired - October 31 -
How to Navigate the AI Minefield
Watch out for these three AI concerns: ethics, legal and cybersecurityBusiness - Inc. - November 3 -
Trump and the future of AI regulation
New Jersey’s governor Phil Murphy discusses his state’s tech landscape and prospects under Donald Trump’s second presidential termWorld - Financial Times - 18 hours ago -
The UAE can guarantee the 'safety and the security’ of U.S.-made chips, G42 CEO says
The comments come as Washington reportedly continues to weigh limits on advanced chip sales to the Middle East over national security concerns.Business - CNBC - October 16 -
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.Business - CNBC - October 16 -
Global chip stocks fall on ASML's disappointing outlook, possible U.S. export cap
Global semiconductor stocks dropped, after ASML's third-quarter results pointed to a weaker 2025 sales outlook than the Dutch firm guided previously.Business - CNBC - October 16 -
ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales
ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.Business - CNBC - October 17 -
China Security Group Urges Review of Intel's Chips as Tech Tension With U.S. Rises
The Chinese industry group said that Intel’s products have shown security vulnerabilities and high failure rates.Business - The Wall Street Journal - October 16 -
TSMC set to produce first chips from new Arizona plant at start of 2025
TSMC is building three new facilities in Arizona in order to protect its business against mounting tensions between China and the U.S.Business - MarketWatch - October 17