A walkout at one of the world's key memory chip hubs threatens supply just as AI demand peaks, and puts Taiwan's profit-sharing norms to the test.

The analyst who spent four years on the sidelines now sees real progress in Intel's chipmaking and design. Here's what it means for the turnaround story.

Researcher Quentin Kaiser says Broadcom knew since 2018, but a partial fix left 1.56 million Belgian gateways exposed and likely many more worldwide.

The YouTube-native studio is expanding beyond platform revenue with a four-acre LA campus and partnerships with Disney and Fox. Here's what it means for media executives.

The chip giant's deal with Apollo, BlackRock, and KKR signals that capital markets, not engineering, now decide who builds AI.

The anchor tenant's exit leaves Nscale's flagship Essex project in doubt and signals how grid constraints are reshaping AI infrastructure deals.

John Ternus, who took over as CEO on September 1, tells TIME that 'all options should be on the table' after reports Apple tested Chinese-made memory, a signal for supply chain leaders.

GlobalFoundries CEO Tim Breen says the whole industry is in short supply, and Japan's up-to-$21B commitment to two Malta, New York plants shows sovereign capital is now funding US chip capacity.

The backlash over playoff ads raises a governance question: who is accountable for MLB's commercial partnerships as gambling and wellness products hit the airwaves?

New iPhone Duo preorders won't ship until January 25, 2027, while early buyers get theirs in October. Tim Cook sees supply constraints tightening.

Nine months after the announcement, TikTok's top creator still hasn't seen a cent, and the public shell's shares have collapsed from $180 to $1.93.

Former Disney TV chief Peter Rice takes over Netflix's $20 billion content budget on October 26, replacing Bela Bajaria as viewership growth stalls.