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AI chip demand

Coverage of AI chip demand in the Nexus archive.

Earliest in view: May 12 · 22:23 UTCMost recent: Jul 16 · 10:30 UTC
Co-mentioned in this coverage
South Koreaplace2Taiwan Semiconductor Manufacturing Co.organization1Arizonaplace1C.C. Weiperson1United Statesplace1Chinaplace1Ministry of Trade, Industry and...organization1memory chipstopic1Indiaplace1Taiwanplace1Iranplace1Reliance Industriesorganization1Indian rupeetopic1
Recent coverage
  • BUSINESSJul 16 · 10:30 UTCSCMP CHINA
    TSMC pledges extra US$100 billion for Arizona fab expansion amid soaring AI chip demand

    TSMC has pledged an additional US$100 billion to expand its Arizona manufacturing facilities, increasing its total US investment to US$265 billion to meet rising AI chip demand. The company aims to proceed rapidly with the expansion, though no specific timeline was provided.

  • BUSINESSJun 3 · 03:00 UTCSCMP CHINA
    China’s AI chip demand pushes South Korea into a rare surplus with top trade partner

    South Korea's trade surplus with China increased to $3.8 billion in May 2025 due to rising demand for memory chips. The surplus followed a $1.1 billion surplus in February 2025, reversing a $764 million deficit in December 2025.

  • BUSINESSMay 12 · 22:23 UTCSEMAFOR
    Foreign investors pull out of India at record pace

    Foreign investors have withdrawn $21 billion from Indian stocks in the last two months, positioning 2026 as the worst year for outflows since 1993. The exodus is driven by stronger opportunities in South Korea and Taiwan, Iran war effects, rupee weakness, and gold buying restrictions. Reliance Industries' digital arm has postponed its IPO to prevent further capital outflows.