Taiwan Semiconductor Manufacturing Co.

A magnitude 7.1 earthquake in southwestern Japan has killed 34 people, damaged over 1,500 buildings, and left thousands without water or power. Survivors face sweltering heat, fuel shortages, and crowded shelters, with some sleeping in cars to avoid heat-related illnesses. The Japanese government and military are working to restore supplies, while industrial disruptions threaten semiconductor and auto-parts supply chains.

A selloff in Asian chip stocks intensified as Taiwan Semiconductor Manufacturing Co. failed to meet investors' high expectations, raising concerns about increased spending and a less favorable profitability outlook.

SoftBank's stock fell 8% as Japanese AI-linked stocks declined following a U.S. semiconductor shares sell-off. The downturn spread to Asia after Taiwan Semiconductor Manufacturing's outlook failed to calm investor concerns.

AI stocks like Micron Technology, Sandisk, and Nvidia are declining due to concerns about unsustainable demand, while oil prices rise amid the U.S.-Iran conflict. Global markets, including the S&P 500, Dow Jones, and South Korea's Kospi index, are experiencing losses.

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.

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, 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.

Oil prices rose 9.6% due to Middle East conflicts disrupting the Strait of Hormuz, while AI-related stocks like Micron Technology and Nvidia fell amid concerns over unsustainable demand. Global stock markets, including the S&P 500 and Nasdaq, declined as tensions over oil shipments and AI sector profits weighed on investor sentiment.

Oil prices increased 3.2% to $78.46 per barrel due to Middle East conflicts over the Strait of Hormuz, while AI-related stocks like Micron Technology and SK Hynix declined sharply. The S&P 500 fell 0.2% and the Nasdaq dropped 0.7% as chipmakers faced losses amid concerns about unsustainable AI demand.

Taiwan Semiconductor Manufacturing Corp. reported a record month for revenue in June with a 67% increase to $13.2 billion, ahead of a critical earnings report on Thursday.

A data leak from Apple's Indian supplier Tata Electronics exposed sensitive component lists, supplier details, and photos of the upcoming iPhone 18 Pro models on the dark web. The breach, attributed to ransomware group World Leaks, risks disrupting Apple's supply chain strategies and could benefit competitors or counterfeiters by revealing supplier-part mappings.

US Congress welcomed Han Kuo-yu, president of Taiwan’s Legislative Yuan, to Washington, affirming bipartisan support for Taiwan. The visit occurred as the Trump administration reviews a $14 billion arms sales package to Taiwan, which had received preliminary congressional approval. Over 30 House representatives attended a reception, and Democratic senators met with Han’s delegation, urging the administration to expedite the arms sales.

U.S. House members welcomed Taiwan's Legislative Yuan president Han Kuo-yu to Washington, affirming bipartisan support for Taiwan amid a Trump administration review of a $14 billion arms sales package. Lawmakers emphasized the importance of maintaining peace and commerce, while criticizing delays in the arms sale approval.

TSMC, the world's largest semiconductor-maker, is struggling to meet high AI-related demand from American customers despite expanding its US factories. CEO C.C. Wei stated that customer demand exceeds capacity, and the AI boom has caused long-term shortages in memory products like RAM and NAND Flash.

The article highlights the growing influence of AI in emerging markets and the subsequent rise in stock-picking ETFs. It also mentions Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chipmaker, set to announce financial results.

TSMC CEO C.C. Wei announced a pledge to increase incentives by over 30% as the company's profits from AI-related activities surge. The move reflects growing demand for semiconductor manufacturing in the AI sector.

Taiwan has surpassed India to become the world's fifth-largest stock market, driven by an AI boom and the performance of Taiwan Semiconductor Manufacturing Co. (TSMC), which has risen 46% this year and is a key catalyst for the market and economic growth.

Taiwan is watching the meeting between US President Donald Trump and Chinese leader Xi Jinping closely, fearing that China may try to offer a deal in exchange for a larger role in Taiwan's future. The island nation has spent decades living under threat from the Chinese Communist Party. Any conflict or blockade could ripple through American factories and technology companies.

Wall Street maintains record highs despite rising oil prices amid uncertainty over the Iran war. Stocks gained slightly as corporate earnings outperformed expectations, while Pakistan's army chief meets Iranian officials to ease tensions. Oil prices rose 1.4% to $96.24 per barrel, reflecting market caution.

The S&P 500 Index declined as concerns over stretched valuations overshadowed optimism about the upcoming CES conference and potential easing of Trump-era tariffs. Investors remained cautious despite positive signals from policymakers.

AI trade is driving a stock rally in emerging markets following positive results from Taiwan Semiconductor Manufacturing Co. (TSMC). The company's performance in Kaohsiung, Taiwan, has boosted investor confidence.

TSMC achieved new stock highs driven by strong revenue performance exceeding estimates, signaling continued AI industry growth in 2026. The company's success reinforces confidence in sustained global AI investment despite concerns about market bubbles.

Asia markets are recovering from war-related losses as tensions ease, with Taiwan Semiconductor Manufacturing Co.'s upcoming earnings report serving as a critical test for continued recovery.

TSMC reported sales exceeding expectations despite ongoing conflicts, driven by sustained demand for AI technology. The article highlights TSMC's factory operations in Kaohsiung, Taiwan.