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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...- Why are US stocks rallying despite Fed rate shock? Aswath Damodaran explains in the context of AIUS stocks have defied a sharp rise in Treasury yields as AI-led earnings growth offsets pressure from higher interest rates, says valuation...
- Why is Broadcom stock falling despite strong AI demand?Broadcom shares fall despite strong AI demand as concerns over OpenAI’s financing, revenue outlook and elevated spending expectations weigh...
- Tech stocks drag Nasdaq lower on report of OpenAI revenue fall, high yieldsUS equity indexes fell, influenced by megacap technology stocks and concerns regarding OpenAI's revenue performance. The Nasdaq 100 and S&P...
- ASML, Zeiss say next-generation chipmaking technology may be ready in 10 yearsA successor to ASML's most advanced chipmaking machine could be ready in about 10 years, engineers for the company and its optics partner C...
- Taiwan says exports hit record in September on AI demandThe island is a powerhouse in the semiconductor sector, producing more than 90 percent of the world's most advanced chips used to train and...
- 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...
- ‘Emerging Markets’ is Obsolete: India, Taiwan and South Korea no longer fit neatly in the same boxCurrent classifications distinguishing between emerging and developed financial markets fall short of accuracy, as illustrated by South Kor...
- Elon Musk rules out wider TSMC role in Texas Terafab, says his companies will build and run facilityResponding to a post on X about ongoing discussions between TSMC and Musk over the chipmaking project, Musk said there should be no doubt t...
- 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...
- Can SpaceX’s latest rally take Musk’s fortune even higher?SpaceX shares surged 8% to a June-high close after Morgan Stanley reiterated its bullish outlook, citing AI, chipmaking and Starship opport...
- MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming t...
- Tata Electronics hires two semicon veterans after some senior-level exitsThe company has seen several high-profile exits on the construction side. Former Global Foundries executive KC Ang stepped down in December...
- How AMD went from Intel’s smaller rival to a $1 trillion AI contenderAMD achieved a $1 trillion market capitalisation as of September 21. The company’s rise is attributed to its success in AI computing and pr...
- AMD hits $1 trillion market cap: Here’s a look at other chip firms in this clubAMD has joined the $1 trillion market-cap club, becoming the fourth US chipmaker to reach the milestone after Nvidia, Broadcom and Micron. ...
- Taiwan breaks ground on advanced packaging park anchored by TSMCTSMC, the world's largest contract chipmaker, will build two buildings at the Baipu Industrial Park, including a technology validation labo...
- Global funds, same tech bet? The diversification trap Indian investors may missMany Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices ofte...
- MediaTek launches new mobile chip using TSMC's most advanced technologyMediaTek said the Dimensity 9600 Pro is its first mobile processor built using Taiwan Semiconductor Manufacturing Co's cutting-edge 2-nanom...
- ASML extends chipmaking dominance as customers embrace High NAIts existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have mad...
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