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Where does it stop?Donald Trump calls for more US military action in Latin AmericaUS faced with few good options to tamp down surging oil pricesCompaniesCompanies HomeEnergyFinancialsHealthIndustrialsMediaProfessional ServicesRetail & ConsumerTech SectorTelecomsTransportIn the centre of the storm: what does the Iran war mean for Dubai?Is the nightmare scenario for global energy here?Palmer Luckey’s $1bn pitch to reboot 1990s video game consolesThe last of Hong Kong’s colonial-era trainee schemesShips in Gulf declare themselves Chinese to dodge attackTechTech HomeArtificial intelligenceSemiconductorsCyber SecuritySocial MediaPalmer Luckey’s $1bn pitch to reboot 1990s video game consolesUS draws up strict new AI guidelines amid Anthropic clashGoogle gives CEO Sundar Pichai new pay deal worth up to $692mnOracle and OpenAI scrap deal to expand flagship Texas data centreIran hits Amazon data centres in jolt to Gulf AI driveMarketsMarkets HomeAlphavilleMarkets DataCryptoCapital MarketsCommoditiesCurrenciesEquitiesMonetary Policy RadarWealth ManagementMoral MoneyETF HubFund ManagementTradingIs the nightmare scenario for global energy here?US faced with few good options to tamp down surging oil pricesBritain is now the home of the Middle ManInvestors are not ready for a true shockA week of war in charts: the impact on the USClimateOpinionOpinion HomeColumnistsThe FT ViewThe Big ReadLexObituariesLettersThe war of unintended consequencesWe’ll always have DubaiIs the nightmare scenario for global energy here?Britain is now the home of the Middle ManHow mackerel became Schrödinger’s fishLexWork & CareersWork & Careers HomeBusiness School RankingsBusiness EducationEurope's Start-Up HubsEntrepreneurshipRecruitmentBusiness BooksBusiness TravelWorking ItGoogle gives CEO Sundar Pichai new pay deal worth up to $692mnPapier founder: ‘I don’t own stocks or shares — it’s too much risk’Are you financially ‘prepped’ for higher inflation?Couples navigate their new money dynamicsAfter years of pay gap reporting, what do we know?Life & ArtsLife & Arts HomeArtsBooksFood & DrinkFT MagazineHouse & HomeStylePuzzlesTravelFT GlobetrotterWe’ll always have DubaiTrump’s war on Iran is spreading. 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It’s about us’Marinelli: my 15-year quest to ski the biggest face in the AlpsHow To Spend ItTechSemiconductorsHomeWorldUSCompaniesTechMarketsClimateOpinionLexWork & CareersLife & ArtsHow To Spend ItFinancial TimesSubscribeSign InJapanese business & financeToyota supplier Denso makes $8bn bid for Japanese chipmaker RohmTakeover proposal comes as Tokyo seeks to consolidate sector to compete against ChinaGlobal tradeUS considers tying Nvidia and AMD AI chip exports to foreign investment pledgesDraft rule would require countries to invest in America in exchange for advanced semiconductorsUS companiesNvidia stops production of chips intended for ChinaUS group moves production away from H200s to latest Vera Rubin productsNvidiaCan Nvidia’s margins last?Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerabilityJune YoonMarketsUnhedged. 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Britain lacks a Magnificent Seven, but at least it has a meme stockRaspberry Pi has more substance than some former retail-investor darlingsOpenAINvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investmentChipmaker swaps last year’s complex framework with AI start-up in favour of equity chequeJapanese business & financeJapan’s largest toilet maker is undervalued AI play, says activist investorToto should invest more in its sideline in the chip supply chain, Palliser urgesUS tradeTSMC’s US investment plans at heart of $250bn puzzle for chip sectorAgreements reached between Taiwan and Trump administration imply big expansion for world’s biggest chipmakerNexperiaNexperia’s Chinese owner loses court battle over control of Dutch chipmakerAmsterdam court upholds decision to suspend Chinese CEO, hand power to EU-based directors and probe mismanagement allegationsUK companies25-year-old founder raises $220mn for secretive UK AI chip start-upLondon-based Olix targets development of AI chips that are faster and cheaper than Nvidia’sTechnology sectorHow a ‘zombie’ chipmaker became Nvidia’s vital AI allyOnce unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chipsMarketsUnhedged. Memory investors have forgotten the last cyclePlus Takaichi and marketsRobert ArmstrongTrump tariffsUS plans Big Tech carve-out from next wave of chip tariffsExemptions would be based on chipmaker TSMC’s US investment commitments, officials sayTechnology sectorTSMC to produce advanced chips in JapanWorld’s largest chip manufacturer is diversifying production of 3-nanometre semiconductorsArm LtdArm CEO says AI software sell-off is ‘micro-hysteria’SoftBank-owned chip group forecasts strong growth in data centre business but shares slide amid wider tech routTexas Instruments IncTexas Instruments agrees to buy chip designer Silicon LaboratoriesAll-cash transaction values deal at $7.5bn including debtTrump tariffsNvidia AI chip sales to China stalled by US security reviewThe state department has pushed for close scrutiny before approving export licencesTesla IncCan Tesla make its own chips?History suggests such a venture is particularly prone to value destructionJune YoonTechnology sectorTop chipmakers warn AI-driven supply squeeze will worsenSouth Korea’s Samsung and SK Hynix to boost capital spending but say capacity expansion will be limited this year and nextNvidia stops production of chips intended for ChinaUS considers tying Nvidia and AMD AI chip exports to foreign investment pledgesToyota supplier Denso makes $8bn bid for Japanese chipmaker RohmCan Nvidia’s margins last?June YoonUnhedged. 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