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TSMC EARNINGS
Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...- Global Market: European shares edge lower as earnings, M&A activity offset by Middle East tensionsEuropean shares traded slightly lower as investors assessed corporate earnings and merger news. Geopolitical tensions in the Middle East ke...
- TSMC to invest another $100 billion in US as Q2 profit blows past forecastsTSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast signif...
- Global Markets: Japan's Nikkei drops nearly 3% as chip stocks slide despite robust TSMC resultsJapan's Nikkei share average finished close to a three percent decline on Thursday, influenced by a sell-off in chip-related stocks and esc...
- TSMC posts 77% profit jump for Q2, surging past market expectationsTaiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial ...
- Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
- Nvidia partners with Japan robotics firms on AI developmentNvidia announced a partnership with Japanese companies like Fanuc and Yaskawa Electric. This collaboration aims to advance robotics and art...
- Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growthTaiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intellige...
- TSMC's second-quarter profit seen hitting record on AI boomAnalysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as...
- Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansionASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand...
- Explained: Why SK Hynix ADR premiums soared 50% over South Korean shares and how this reminds market of dotcom bubbleSK Hynix’s ADRs are trading at a more than 50% premium to their South Korea-listed shares just days after their Nasdaq debut, raising compa...
- Chip toolmaker ASML expected to shine light on capacity and China challengesThe Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after t...
- AI, Iran war risks weigh on Indian IT firms’ earnings outlookIndian IT companies like HCL Technologies and Wipro are reporting earnings amid AI concerns. Macroeconomic uncertainty and Middle East conf...
- TSMC posts record revenue in second quarter on AI demandRevenue in the second quarter rose 36% from a year earlier to a record high on surging interest in artificial intelligence applications. On...
- 5 world market themes for the week aheadTSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, with expectations for strong corpor...
- Korea's pain will be India's gain? Why Nifty bears betting on Kospi crash may get disappointedForeign investors pulled ₹1.92 lakh crore from India in 2026 to chase the East Asian AI chip boom. As South Korea's KOSPI experiences wild ...
- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- SK Hynix surges 12% as US listing plan boosts valuation hopesSK Hynix shares surged as much as 12% after the memory chipmaker unveiled plans for a $29 billion US listing, boosting hopes of higher valu...
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