Gadget prices have fallen for decades. Then AI happened.
The race to build AI data centers is leading to a global shortage of memory chips, driving up the cost of personal electronics.
Semiconductors
IBM unveils tech for higher-performance chips that use much less power
IBM has raised the curtain on semiconductor technology it says could deliver computer chips with 50 percent better performance while dramatically lowering power consumption.
Could Intel's chips save the U.S. economy?
Patrick McGee, a contributing writer for The Free Press, joins CBS News 24/7 to discuss his latest column about how Intel's semiconductor chips could be the key to bolstering the U.S. economy. Paramount Skydance owns The Free Press and CBS News.
China's most critical issue: Taiwan
Chinese President Xi Jinping has called Taiwan "the most important issue" between his country and the U.S. About 10% of the population in Taiwan wants to reunify with mainland China, and there are real fears that it will fall under communist control. Tony Dokoupil and Anna Coren break down its importance to China and the U.S.
Iran war's impact is spreading beyond oil, hitting helium and aluminum
Shortages of helium, a byproduct of natural gas processing, could create problems for semiconductor and medical equipment manufacturers.
Economic oasis emerges in the Arizona desert
Arizona is fast becoming a major hub for computer chip production thanks to what's being called the largest foreign direct investment in U.S. history. Kris Van Cleave takes us to a sprawling campus in Phoenix that is providing thousands of jobs while reducing America's reliance on overseas products.
U.S. says China's chip policies are unfair but will delay tariffs to 2027
The U.S. Trade Representative said tariffs on Chinese semiconductors, now at zero, are set to increase in June 2027.
Trump threatens roughly 100% tariff on foreign-made semiconductors
President Trump on Wednesday unveiled a hefty new tariff — "approximately 100%" — on imported microchips, unless companies make them in the United States.
Oklahoma company seeks to buoy U.S. production of critical rare earth magnets
China produces as much as 95% of the world's rare earth magnets.
Will Trump put tariffs on semiconductors?
The nation is waiting to learn if and when President Trump will impose new tariffs on chips and semiconductors. The White House has launched multiple investigations into the imports of computer chips, chip-making equipment and pharmaceuticals from overseas. CBS News MoneyWatch correspondent Kelly O'Grady has more.
Is Trump's abrupt turn on Ukraine giving Taiwan the jitters?
The U.S. is Taiwan's ace in the hole as it faces China's threats, so does Trump's fickle foreign policy fuel concern, or does Taipei have "a better hand"?
Accelerating semiconductor innovation with AI and data insights
The Semiconductor industry is the innovation engine of the world. As Moore's Law slows down, new devices architecture emerges. PDF Solutions creates unique data and uses AI to enable insights and rapid improvements in yield, quality and efficiency for design and manufacturing processes.
China bans export of key minerals to U.S. as trade row deepens
As China responds to the latest U.S. measures by banning the export of several key minerals, one analyst warns of "a trade war that has no winners."
Live
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