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...
16 Jul, 2026, 01.42 PM IST
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...
16 Jul, 2026, 01.17 PM IST
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 ...
16 Jul, 2026, 11.22 AM IST
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...
16 Jul, 2026, 11.19 AM IST
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...
16 Jul, 2026, 11.13 AM IST
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...
16 Jul, 2026, 09.53 AM IST
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...
16 Jul, 2026, 08.40 AM IST
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...
15 Jul, 2026, 03.00 PM IST
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...
15 Jul, 2026, 11.05 AM IST
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...
14 Jul, 2026, 05.05 PM IST
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...
13 Jul, 2026, 12.11 PM IST
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...
13 Jul, 2026, 11.59 AM IST
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...
11 Jul, 2026, 09.18 AM IST
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 ...
10 Jul, 2026, 10.17 AM IST
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...
03 Jul, 2026, 09.14 AM IST
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...
27 Jun, 2026, 04.58 PM IST
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...
25 Jun, 2026, 08.06 AM IST