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TAIWAN CHIP INDUSTRY
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister VaishnawIndia is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress...
- Nvidia CEO Jensen Huang says robotics is South Korea's next big sector, points to 'some suprises'He was talking to reporters after arriving at Gimpo airport in South Korea on a flight from Taiwan.He was talking to reporters after arri...
- 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 reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...
- Intel CEO unveils AI innovations and partnerships at mega tech event in TaiwanIntel unveiled new AI-focused technologies, strategic collaborations, and next-generation processors at Computex 2026. The company announce...
- Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearancesWhile a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea's critical position in the AI land...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Perplexity CEO outlines multi-model AI vision in Taiwan eventSpeaking during Intel CEO Lip-Bu Tan's keynote session at COMPUTEX 2026 on Tuesday, Srinivas described Perplexity Computer, launched earlie...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- Intel says competition from Nvidia PC chip a 'good thing'Intel welcomes competition from Nvidia's new AI chip for personal computers. The company sees artificial intelligence as a significant new ...
- SK Hynix pans to double wafer capacity in next five years, group chairman saysChey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, includ...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- Nvidia launches PC chip to bring AI directly to personal computers"Microsoft and Nvidia are going to reinvent the PC. This is going to be the new PC," said Jensen Huang, chief executive of the US tech gian...
- Nvidia growth driver Vera has big-name early adopters, according to CEO HuangHuang was speaking and presenting ahead of the Computex conference in Taipei where leaders of some of the world's largest technology comp...
- Nvidia CEO to kick off and dominate Computex gathering in TaipeiThe CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 b...
- Nvidia CEO Jensen Huang unveils Computex trade show in Taiwan. What to expect from AI event in Taipei?Jensen Huang, who has rockstar status in Taiwan, is expected to talk about Nvidia's AI chips, software and systems.
- India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...
- AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...
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