
Geopolitics strangling AI server growth
Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree
AI servers may be the backbone of today’s tech boom, but global shipment growth forecasts are slipping thanks to geopolitical headaches and tariff threats.

Mediatek’s AI chip lands big with GB10 launch
Nvidia tie-up puts Taiwanese firm at the heart of next-gen desktop AI
MediaTek’s GB10 super chip, built in collaboration with Nvidia, has officially hit the shelves in what looks like a pivotal moment for the Taiwanese firm’s expansion beyond smartphones.

Chinese supplier dominates
Chinese display giant BOE is now the fruit cargo cult Apple’s top supplier for MacBook panels, shipping more than half of the company’s screens this year.

ASML’s near monopoly feels the heat
AI’s favourite chip etcher hit by delays, tariffs and shaky demand
ASML might hold a near-monopoly on the machines that make advanced chips, but even kings can wobble.

Samsung braces for worst quarter
US chip curbs and HBM3E delays dent profit forecast
Samsung Electronics stunned markets by forecasting a 56 per cent plunge in second‑quarter operating profit to Won 4.6 trn (€3.3 bn, which is its weakest performance in six quarters.