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US DEMAND FOR TAIWAN TECH
World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
China, Taiwan spar over legality of coast guard patrols east of islandChina and Taiwan are in a dispute over Chinese coast guard patrols near Taiwan's waters. Taiwan claims these patrols are harassing merchant...
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 ...
Taiwan weighs stricter export controls on AI chip sales to ChinaTaiwan is tightening the reins on AI chip sales to China, aligning its regulations with those of the United States. This strategic maneuver...
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
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...
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
Indian companies pitch products, seek partnerships at mega tech trade event in TaiwanWhile the event witnessed significant participation from Indian buyers, a handful of Indian companies also exhibited at COMPUTEX 2026, whic...
Taiwan's Foxconn raises guidance for second-quarter outlookFoxconn, which is Nvidia's biggest server maker and Apple's top iPhone assembler, does not provide numeric guidance for its outlook.
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...
Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
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...
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...
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...