Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in its Arizona semiconductor operations, bringing total planned US spending to over $165 billion, one of t…
AI chips now account for roughly one-third of Taiwan Semiconductor Manufacturing Co.'s (TSMC) total revenue, CEO CC Wei said during an earnings call, as the foundry announced an additional $100 billio…
Wall Street ended lower on Thursday, with the tech-heavy Nasdaq Composite falling 1.5%, as AI-related stocks tumbled. TSMC dropped 2.3% despite a strong quarterly report, as its raised capex forecast …
ASML raised its full-year 2026 net sales guidance to €43B-€45B on July 15, the second upward revision this year, as AI chip demand accelerates. The Dutch semiconductor equipment maker reported Q2 2026…
Japan announced on July 16 the construction of the world's first national AI factory, built by a consortium of SoftBank, Sony, Honda, and NEC under Noetra Corp., powered by 27,500 Nvidia Rubin GPUs an…
Apollo Global Management co-president Marc Rowan warns that a multi-layered compute shortage is reshaping corporate strategy and market leadership, with constraints emerging simultaneously across GPUs…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the United States, bringing its total U.S. investment to $265 billion, as the company posted a 77% surg…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced Thursday it will invest an additional $100 billion to expand its U.S. chip manufacturing capacity, bringing its total U.S. pledges to $265 billi…
Global investors poured a near-record $120.8 billion into U.S. stocks in May, the second-highest monthly inflow ever, according to Treasury International Capital data, driven by a fear of missing out …
TSMC reported second-quarter earnings that beat analyst expectations, with earnings per share rising 77% year-over-year and revenue growing 36%, but shares fell as the company raised its 2026 capex fo…
Taiwan Semiconductor Manufacturing Company (TSMC) reported record second-quarter net income of NT$706.6 billion ($22 billion), a 77.4% year-over-year increase, driven by surging AI chip demand. CEO C.…
Taiwan Semiconductor Manufacturing Co. pledged an additional $100 billion investment in Arizona, raising its total planned US commitment to $265 billion, as the world's largest contract chipmaker rein…
TSMC will spend billions more on new fabrication plants for AI chips, driven by surging demand from agentic AI and fresh CPU demand, CEO C.C. Wei said on July 16, 2026, as the company reported continu…
Technology stocks led global markets lower Thursday, with the Nasdaq futures down 0.8% as chip and memory companies like Western Digital and SanDisk fell over 7%, amid investor concerns that AI-driven…
TSMC posted a 77.4% year-over-year profit jump to NT$706.6 billion ($22 billion) for Q2 2026, its fifth consecutive record quarter, as AI chip demand surged, but chip stocks showed muted reaction. Rev…
Taiwan Semiconductor Manufacturing Company posted June 2026 revenue of NT$442.68 billion ($14 billion), a 68% year-over-year jump, and first-half revenue of NT$2.4 trillion ($75 billion), up 35.6%, dr…
Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2026 capital expenditure forecast to $60 billion-$64 billion and boosted its 2025 revenue growth projection to slightly more than 40%, citing s…
Taiwan Semiconductor Manufacturing Co. (TSMC) plans to invest an additional $100 billion in its Arizona campus, bringing total planned U.S. investment to $265 billion, as surging AI demand drove recor…
Southeast Asia risks missing the AI boom because the region 'has not really moved up the value chain' and contributes only 6% of global intermediate manufacturing versus 15% for China, Standard Charte…
Taiwan Semiconductor Manufacturing Co (TSMC) has pledged an additional US$100 billion to expand its Arizona facilities, bringing total US investment to US$265 billion, as the chipmaker races to meet s…