TSMC reported record Q2 2025 revenue of $40.2 billion, up 33.7% year over year, with gross margin at 67.7% and operating margin at 60.3%, but CFO Wendell Huang warned that overseas fabs will dilute gr…
TSMC's margins are being squeezed by President Donald Trump's push for American-made AI chips, as the Taiwan-based chipmaker has committed $200 billion to U.S. manufacturing since Trump returned to po…
Sidney Armani, founder of AI Fintech World Fund, said AI will detect and cure cancer by finding it before Stage 0 within the next five years if development continues. Armani argued AI will assist rath…
TSMC posted its fifth consecutive record quarter on July 16, with revenue hitting $40.2 billion (up 36% year-over-year) and net profit surging 77%, as CEO C.C. Wei flagged that agentic AI is creating …
Intel Foundry has secured a custom ASIC design win with Fortinet for the Fortinet Security Processor 6 (SP6), marking a significant customer acquisition outside the AI space. Fortinet, which previousl…
US stock futures climbed on Monday as Asian equity markets staged a sharp recovery led by semiconductor stocks, with South Korea's Kospi surging 3.6% and Japan's Nikkei 225 rallying 3.3%. Samsung Elec…
Anthropic received permission to release its Mythos-5 AI model to selected companies and agencies after a standoff with the US government, while OpenAI launched GPT-5.6 “Sol” with initial access restr…
Japan's Chugai Pharmaceutical aims to deploy 10 specialized AI agents per employee to double its R&D output by 2030, shifting the domestic enterprise AI playbook from generic productivity tools to pro…
A leaked diagram sheet for Qualcomm's unannounced SM8475 chipset, believed to be the Snapdragon 4 Gen 6 processor, suggests the chip will include a dedicated Hexagon DSP and AI processor for the first…
DRAM will remain in dire shortage for another decade, warns ADATA Chairman Chen Li-bai, who says the AI bubble is far from bursting and that supply will not stabilize until after 2030. Chen's statemen…
Asian shares mostly gained on Tuesday, with South Korea's Kospi jumping 4.7% and Japan's Nikkei 225 adding 2.8%, recovering some losses from recent AI stock sell-offs. The Kospi surged as Samsung Elec…
ASML Holding became the first European company to reach a $700 billion market valuation this month, driven by surging demand for its extreme ultraviolet lithography machines that are essential for man…
ASML, the Dutch semiconductor equipment maker, is offering eligible employees a one-time conditional share award worth €20,000 as a retention grant through 2030, targeting roughly 45,000 workers world…
ASML sold 86 new lithography systems in Q2 2026, including 16 of its most advanced extreme ultraviolet (EUV) machines, as AI chip demand drove net sales to €9.3 billion and net income to €2.9 billion.…
Moonshot AI released Kimi K3, a 2.8 trillion parameter open-weight model for coding and agent workloads, with a 1 million token context window and pricing at $3 per million input tokens. The model pos…
TSMC reported blowout Q2 earnings with revenue jumping 36% year over year and net income soaring 77.4%, driven by surging AI chip demand, while IBM warned Q2 revenue and earnings fell below expectatio…
TSMC posted record second-quarter revenue of over $40 billion, up 36% year on year, with net income rising 77%, but its stock fell 4% after the chipmaker raised its 2026 capital expenditure forecast t…
Alphabet Inc. leads the AI infrastructure build-out with $185.0 billion in capital expenditure, according to the AI CapEx Tracker, which tracks 45 public companies across 8 sectors. Combined tracked c…
The S&P 500 fell 1 percent and the Nasdaq composite dropped 1.4 percent on Friday, led by a selloff in chip stocks that pushed the Philadelphia Semiconductor Index down 1.2 percent and to a weekly los…
Marvell Technology announced its Teralynx T100 switch ASIC, a monolithic 100.4 Tb/sec chip built on TSMC's 3nm process with 512 200 Gb/sec SerDes, offering 25% lower power consumption than chiplet-bas…