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TSMC EXPECTATIONS
TSMC Q3 profit jumps 69% to record, beating expectationsTSMC, the world's largest contract chipmaker, posted a 69% jump in third-quarter net profit on Thursday, beating market forecasts and hitti...- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- MediaTek Dimensity 9600 Pro launched: First 2nm chip brings LPDDR6, UFS 5.0 and dual NPUMediaTek has unveiled its Dimensity 9600 Pro processor, utilizing TSMC's cutting-edge 2nm technology. This processor boasts a high-performa...
- AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...
- Inox India receives Rs 50 crore worth orders from Tata Electronics, MicronThe country’s leading cryogenic equipment manufacturer expects its semiconductor-related business to contribute 15-20% of revenue over the ...
- 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...
- India most talked-about market for chip sector globally: Horiba executiveJapanese precision equipment major bets on India Semiconductor Mission to drive growth
- Should AI companies slow down development? Leaders debate safety, costOpenAI chief executive Sam Altman, xAI chief Elon Musk and other technology leaders have since joined the discussion, as concerns over AI s...
- 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...
- Global Market: European stocks gain ahead of key US inflation dataEuropean stocks edged higher on Friday, but the STOXX 600 remained on track for its worst weekly performance since April as elevated bond y...
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