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AI CHIP DEMAND
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boomTSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. A...- ASML will be unable to meet AI-driven customer demand in 2027, 2028The biggest maker of equipment needed to manufacture computer chips forecast sales for the fourth quarter of 2026 of €14.2 billion to €15.2...
- Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...
- Global Market: China stocks slip as AI selloff deepens, mixed inflation data weighsChinese stocks edged lower as AI-related shares weakened and mixed inflation data heightened concerns over domestic demand. The CSI300 decl...
- AI boom drives record sales at Dutch tech giant ASMLASML, a leading Dutch technology firm, has announced unprecedented profits, fueled by a surge in demand for semiconductor manufacturing rel...
- US chip stocks slide as China’s CXMT advances; AI spending fears rattle investorsShares in US chip manufacturers tumbled, primarily influenced by memory and data storage firms, following competitive moves from China's CX...
- AI services may account for almost half of Infosys' work in 2-3 years: CEO Salil ParekhParekh said the business, which includes building AI agents, coding work and modernising old technology for clients, is small relative to t...
- Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
- Nvidia’s share of China AI chip market falls to 34% as Huawei gains groundNvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like ...
- Chips critical to India's future, but demand and management key to semiconductor push: N ChandrasekaranIndia is well placed to strengthen its role in the global semiconductor industry due to its talent base and large domestic market, but busi...
- Samsung plans $9.15 billion semiconductor investment, with nearly $6 billion earmarked for VietnamSamsung affiliates are planning to invest over 12 trillion won in semiconductor operations across Vietnam and South Korea. The company aims...
- TSMC expected to report sixth straight quarter of record profit thanks to AI boomAnalysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) AI chipmaking capacity, as well as its advanced chip packaging techn...
- Amazon in talks to buy AI startup Decart for around $7 billion: ReportAmazon is reportedly in talks to acquire artificial-intelligence startup Decart for about $7 billion. The acquisition would give Amazon sig...
- Once-hot AI trade leaves Korean stocks struggling for buyersSouth Korea's stock market is facing a significant downturn after a dominant run in the global AI sector, as the Kospi has dropped 22% sinc...
- Sequoia-backed chip startup Nuvacore raising funds at about a $2.5 billion valuationNuvacore is seeking to raise the funds as the appetite for central processors has swollen due to the thirst for data-crunching capacity to ...
- Nvidia-backed Upscale AI launches platform to connect chips from rival suppliersUpscale AI has unveiled Token Fabric, a pioneering platform designed for creating data centers powered by AI chips. This innovative solutio...
- Samsung expects 780% quarterly operating profit jump on AI boomSamsung Electronics anticipates a remarkable surge in its third-quarter operating profit, fueled by soaring memory chip prices. With an est...
- Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surgesTSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmak...
- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
- AMD plans to substantially increase supply in 2027, CEO saysAMD, Nvidia's closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with its market value recently topp...
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