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TSMC SUPPLY CONSTRAINTS
Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- TSMC boss upbeat on outlook as AI boom shows no sign of easingChief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its custome...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- SK Hynix flooded with unprecedented offers from big tech firms to secure chip suppliesGlobal tech giants are making unprecedented offers to SK Hynix. They want to invest in new production lines and fund expensive equipment pu...
- Micron stock jumps 14% to all-time high of $742.15, skyrocketing 690% in one year: Is AI demand transforming MU stock into the heart of the semiconductor revolution?Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026. The jump i...
- Apple, Intel have reached preliminary chip-making deal: ReportIntel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more ch...
- Apple stocks jump big: iPhone makers predict blockbuster sales forecast as MacBook Neo dominatesApple stocks: outlook and a fresh $100 billion share buyback offered reassurance to investors weighing Apple’s leadership transition amid i...
- AI demand drives chipmaker TSMC's net profit to fresh recordGovernments and tech giants are pouring hundreds of billions of dollars into building new data centres that can run and train AI tools such...
- ASML investors bet on 'picks and shovels' of AI revolutionAnalysts expect a strong quarter and see scope for ASML to raise its 2026 sales outlook, as memory-chip makers expand capacity to meet AI-d...
- AI boom strains Taiwan's SMC capacity, opens door for Samsung in chip raceA surge in global artificial intelligence (AI) demand is straining Taiwan Semiconductor Manufacturing Company (TSMC)'s production capacity,...
- Broadcom flags supply constraints, says TSMC capacity a bottleneckThe Taiwanese firm, the world's main producer of advanced AI chips, said in January that capacity was tight, as the boom in AI infrastruct...
- Intel, AMD notify customers in China of lengthy waits for CPUsThe supply constraints have driven up prices for Intel's server products in China by more than 10% generally, although pricing varies by c...
- Nvidia sounds out TSMC on new H200 chip order as China demand jumps: ReportNvidia faces a massive demand for its H200 AI chips from Chinese tech giants. The company is reportedly seeking to boost production with TS...
- Nintendo turns to Samsung to make chips, ramp up Switch 2 outputNintendo has partnered with Samsung for the Switch 2's main chips, potentially enabling the production of over 20 million units by March 20...
- Labour's love lost in USA: Lutnick’s Trumpian dream of highly-paid factory jobs with low-entry barriers is, well, a dreamCommerce Secretary Howard Lutnick envisions a future of high-paying factory jobs for Americans, fueled by tariffs and automation. However, ...
- Taiwan's TSMC prizes Japan's chips skills amid Arizona factory problemsTSMC, the world's largest contract chipmaker, is frustrated in Arizona, the sources said, where it has struggled to recruit workers for the...
- Engineers from Taiwan bolstered China's chip industry. Now they're leaving.The Taiwanese government has begun to discourage local engineers from going to China, concerned that they were taking proprietary informati...
- New Covid wave in Asia to worsen global chip shortage: Report"Immunisation efforts in Asia, meanwhile, have lagged behind and authorities have largely kept in place tougher border controls to keep the...
- Intel reiterates global chip shortage could last several yearsThe work- and study-from-home trend during the Covid-19 pandemic had led to "cycle of explosive growth in semiconductors" that has placed h...
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