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SEMICONDUCTOR REVENUE FORECAST
Chipmaker IQE raises annual sales growth forecast on AI, data centre demandIQE has raised its full-year revenue growth forecast significantly. IQE upgraded its 2026 revenue growth forecast to above 30%, from 20% pr...- Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
- Wall Street Week Ahead: Alphabet, Intel results in focus for AI trade as US earnings rev upCorporate earnings season is gaining momentum with key tech updates expected soon. Investors anticipate strong profit growth, which has sup...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- TSMC pledges another $100 billion for US chip expansionTaiwan Semiconductor Manufacturing Company announced a significant new investment. The company plans to spend an additional one hundred bil...
- Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
- 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...
- 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...
- 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 ...
- 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...
- 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...
- 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...
- 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...
- 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...
- Global Market: South Korea targets AI-led growth, raises 2026 GDP forecast to five-year high; chip stocks in focusSouth Korea has raised its 2026 GDP growth forecast to 3%, the fastest pace in five years, backed by an AI and semiconductor-led investment...
- HCLTech Q1 profit rises; Sops to fuel Indian chipsHCLTech began FY27 with a strong first-quarter performance. This and more in today's ETtech Top 5.
- 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...
- 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...
- Govt sops key as India’s chip market set to explode to $350 billion by 2035By 2035, India could be consuming $350 billion of semiconductor devices and components under the parlay, it said.
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