TSMC

TSMC posted strong sales for July, reporting NT$467.58 billion from the world's biggest chip manufacturer. This revenue figure surpassed the company's internal objective of achieving 40% full-year growth.

TSMC, the world's biggest chipmaker, saw its sales surge 45% due to buoyant AI demand. The firm manufactures chips for major Big Tech customers, including Nvidia and Google, making its financial figures a key indicator of overall AI semiconductor demand.

Intel is referred to as America's chip champion. While the company’s shares have quadrupled, it has not yet established itself as a serious manufacturing competitor compared to Taiwan’s TSMC.

Asian shares surged and oil prices fell as hopes for a Mideast deal and strong corporate earnings boosted markets. Tech stocks, particularly AI-related companies, led gains in Tokyo, Seoul, and Taiwan, while benchmarks in Shanghai, Hong Kong, and Australia also rose.

Asian stock markets surged and oil prices fell due to hopes for a Middle East deal and strong corporate earnings. Tech and semiconductor stocks led gains in Tokyo, Seoul, and Taiwan, while Brent crude dropped on progress toward reopening the Strait of Hormuz.

Asian shares surged and oil prices fell due to hopes for a Middle East deal and strong corporate earnings. Tech and semiconductor stocks, including Kioxia, Advantest, SK Hynix, Samsung, and TSMC, led market gains as investors anticipated progress in reopening the Strait of Hormuz.

Nvidia's Vera CPU, featuring 88 custom Armv9.2 cores and a monolithic compute die, challenges Intel and AMD by targeting AI workloads and cloud providers like Alibaba and Meta. The chip supports standalone operation, 1.5 TB of LPDDR5X memory, and dual-socket configurations via NVLink-C2C with 1.8 TB/s bandwidth.

A 7.1-magnitude earthquake struck Japan's Kyushu island, resulting in multiple confirmed deaths. Rescuers are searching the ruins of a shopping mall for survivors, and the affected area is a hub for semiconductor companies including TSMC and Tokyo Electron.

TSMC and Tencent entered the Fortune Global 500 top 100 in 2026, driven by AI-related revenue growth. TSMC rose to No. 82 with $122.3 billion in 2025 revenue (up 35.6%), while Tencent reached No. 97 with $104.6 billion (up 14%). Asian hardware firms like Wistron and SK Hynix also saw significant ranking jumps due to AI-driven demand.

A powerful earthquake struck Japan’s southern Kumamoto prefecture, causing buildings and bridges to collapse and a blast at a shopping centre. Chipmaker TSMC evacuated workers from a plant in response.

A 7.1 magnitude earthquake struck Japan's Kumamoto prefecture, causing injuries, building collapses, power outages, and triggering tsunami warnings. Companies like Sony and TSMC operate in the region, while the Japanese government issued emergency warnings for multiple southern prefectures.

South Korea’s Kospi index fell 11% due to heavy selling of chipmaking stocks like Samsung Electronics and SK Hynix, driven by fears of an AI market bubble and competition from Chinese firms. Asian markets broadly declined, with concerns over China’s progress in chipmaking tools and CXMT’s record IPO amplifying investor anxiety.

Intel CEO Lip-Bu Tan acknowledged the need to catch up with AMD and Arm, highlighting growth in AI and new processors. The company reported a 25% revenue increase but a $11B GAAP loss, citing supply chain constraints and competition. Intel plans to leverage its 18A and upcoming 14A manufacturing processes to strengthen its position.

Elon Musk thanked Samsung, TSMC, and Micron during Tesla's earnings call for supplying semiconductor chips amid a global shortage. The chip scarcity, driven by AI data center demand and shifts in production, has increased prices and affected industries like consumer electronics and automotive manufacturing.

Intel is seeking operating partners for its delayed Ohio chip fabrication project, with SK Hynix among potential collaborators despite denying acquisition talks. The Ohio facility, initially slated for 2025 completion, now faces a 2030 opening after setbacks and layoffs. Intel remains committed to advancing the site amid U.S. government involvement and pressure to expand domestic chip production.

Trump's push for American-made AI chips has led TSMC to invest $200 billion in U.S. manufacturing, impacting the company's margins. The investment was announced following Trump's return to power in 2025.

Tech stocks rebounded from a slump linked to AI bubble fears, but concerns are rising about major AI companies' off-balance-sheet debt. Financial statements from Alphabet, Amazon, Meta, Microsoft, and Oracle revealed $1.65 trillion in hidden debt, up eightfold in four years, as they expand data centers. Market concerns are growing, with reports from Nikkei, Morgan Stanley, and Moody’s highlighting the issue.

Asian shares mostly gained, with South Korea's Kospi and Japan's Nikkei 225 rising after recent declines from AI stock sell-offs. Major chipmakers like Samsung Electronics and SK Hynix saw significant gains, while oil prices fell amid U.S.-Iran tensions in the Strait of Hormuz.

Asian shares mostly rose, with South Korea's Kospi and Japan's Nikkei 225 rebounding after declines linked to AI stock sell-offs. South Korean and Japanese tech firms like Samsung Electronics and Kioxia Holdings saw significant gains, while oil prices dipped amid U.S.-Iran tensions in the Strait of Hormuz.

South Korea's Kospi fell nearly 5% as AI-related stocks declined, while oil prices rose over 2% due to heightened U.S.-Iran tensions. Asian markets were mixed, with Hong Kong and Shanghai indices rising, and AI sector concerns about a potential bubble emerged following new Chinese AI model releases.

TSMC is accelerating its Arizona factory buildout to capitalize on the AI 'megatrend,' according to CFO Wendell Huang, who cited robust customer demand as the reason for the investment.

AI-related stocks, including chipmakers, continued to decline as markets fell, while oil prices rose due to ongoing conflict in Iran. Netflix dropped over 11% after missing revenue forecasts, and TSMC fell 7.3% following a $100 billion U.S. investment announcement.

Slumping AI stocks dragged Wall Street lower with Nasdaq futures down 1.6% as chipmakers like Micron, Nvidia, and Intel fell 2-3%. Oil prices rose amid U.S. airstrikes on Iran, while a new Chinese open-source AI model and TSMC's $100 billion U.S. investment plan further pressured tech markets.

Asian shares fell sharply, with Tokyo's Nikkei 225 down over 4% as AI-related stocks like TSMC and Tokyo Electron declined amid concerns about unsustainable demand. Oil prices rose due to heightened Middle East tensions, while U.S. markets saw mixed performance with the S&P 500 and Nasdaq losing ground. The U.S. expanded airstrikes against Iran, targeting infrastructure near the Strait of Hormuz.

Asian shares fell sharply, with Tokyo's Nikkei 225 dropping 4% as AI-related stocks, including TSMC and Tokyo Electron, declined due to concerns over overvaluation and unsustainable demand. Oil prices rose amid Middle East tensions, while U.S. stocks like Nvidia and Micron Technology also fell.

Coronation Asset Management Ltd. reduced its exposure to chipmakers like TSMC and SK Hynix due to heightened expectations for AI stocks, while increasing its investment in India. The firm cited AI stock valuations as being nearly impossible to meet.

A global selloff in chip stocks caused markets to decline, as TSMC's record earnings and a $100 billion investment in US chip fabs failed to alleviate concerns about the sustainability of AI spending. Investors remain wary of 'stretched valuations' and expect 'perfection' from the AI sector, with analysts warning of 'meaningful cracks' in chip stocks requiring a rebound to avoid further declines.

World markets and Wall Street declined as tech stocks fell amid investor concerns over overvaluation and AI demand sustainability. Oil prices remained elevated despite U.S.-Iran military strikes, while regional indices in Europe and Asia, including South Korea's Kospi and Japan's Nikkei, dropped significantly due to tech sector sell-offs and interest rate hikes.

Southeast Asia lags behind South Korea, Japan, and Taiwan in the AI value chain, contributing 6% of global intermediate manufacturing versus China's 15%. Standard Chartered's chief ASEAN economist Edward Lee warns the region risks missing the AI boom without increased R&D investment, citing Singapore's $1 billion commitment to AI research as a potential model.

TSMC has pledged an additional $100 billion to expand US production, aiming to create 'high-tech, high-paying jobs'. This raises the company's total commitment to the US to $265 billion.

TSMC expects the AI boom to continue for another three years, according to the chipmaker. The company is increasing its capital spending and sales projections for the year.

TSMC reported a record quarter, but its stock declined in New York as investors sold the good news to secure profits. A fund manager noted that expectations for the company are now 'exceptionally high.'

World shares declined with South Korea’s Kospi dropping 6.4% due to an interest rate hike and AI-related selling, while oil prices fell slightly amid U.S.-Iran tensions. TSMC announced a $100 billion U.S. investment and record earnings, boosting its shares, and Alibaba gained after Apple Intelligence received regulatory approval in China.

TSMC, the world's largest contract chipmaker, announced an additional $100 billion investment in U.S. chip manufacturing, raising its total U.S. pledges to $265 billion. The expansion, driven by strong AI-related demand, includes four new Arizona fabrication plants for advanced 2-nanometer chips, supported by a U.S.-Taiwan trade agreement that reduced tariffs on Taiwanese goods.

TSMC, a major Taiwan computer chipmaker, pledges an additional $100 billion to expand U.S. chipmaking capacity, raising its total investment commitment to $265 billion. The expansion is driven by strong AI-related demand and includes increased capital expenditure and new fabrication facilities in the U.S., Japan, and Taiwan.

Taiwan-based computer chipmaker TSMC plans to invest an additional $100 billion to expand its manufacturing capacity in the United States. The announcement highlights a significant commitment to increasing U.S. chip production.

TSMC, the world's largest contract chipmaker, pledged an additional $100 billion to expand US chip manufacturing, bringing total U.S. investment to $265 billion. The company raised its annual revenue forecast due to record profits driven by AI demand and plans to build advanced 3-nanometer semiconductor facilities in Arizona, the U.S., Japan, and Taiwan.

TSMC reported a second-quarter profit increase of over 77%, surpassing estimates due to a high-end chip boom. The company's June revenue figures were released earlier this week.

Asian shares declined, with South Korea's Kospi falling 6.6% due to a Bank of Korea rate hike and AI-related stock selling. Oil prices dipped amid U.S.-Iran tensions, while U.S. futures rose and Hong Kong's Hang Seng gained 1.7%. Key tech companies like SK Hynix and Kioxia saw significant losses.

Asian shares mostly declined, with South Korea's Kospi dropping 6.6% due to an interest rate hike and AI-related stock selling. Oil prices slipped amid U.S.-Iran tensions, while Hong Kong's Hang Seng rose. U.S. futures increased as inflation data and strong earnings supported Wall Street.