Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation tensor processing unit, codenamed "Icefish," with TSMC producing the main compute die and Samsung maki…
Jefferies strategist Christopher Wood warned that the AI-driven stock rally faces elevated near-term correction risk from rising bond yields, concentrated investor positioning, and a wave of mega IPOs…
Taiwan Semiconductor Manufacturing Company (TSMC) reported May 2026 revenue of NT$416.98 billion, up 30.1% year-over-year, and first-quarter profit of $18.2 billion, up 58%. CEO C.C. Wei raised the fu…
TSMC reported a 30% revenue surge in May, driven by relentless AI demand, and analysts argue the stock remains undervalued despite the growth.…
US imports of data center equipment surged 109% between 2020 and 2025 to $653.1 billion, driven by AI demand, reshaping global trade and boosting Asian exporters like Taiwan, Mexico, and Vietnam. Taiw…
Google is in advanced talks with Samsung Electronics to manufacture a component of its tenth-generation Tensor Processing Unit, codenamed Icefish, under a split-manufacturing plan that would also invo…
Google is in talks with Samsung Electronics to manufacture a component of its next-generation artificial intelligence processor, codenamed "Icefish," according to a report from The Information. The te…
Alphabet's Google is in talks with Samsung Electronics to manufacture a component of its next-generation AI tensor processing unit, codenamed Icefish, according to a report by The Information cited by…
Elon Musk will deliver a virtual keynote at ASML's Technology Conference on June 12, 2026, to pitch his $55 billion Terafab semiconductor megafactory project. The appearance comes as SpaceX prepares f…
A former Meta engineer has launched a five-part series called "Unpacking AI" to explain artificial intelligence from the ground up, starting with the hardware that powers it. The first installment cov…
Nvidia CEO Jensen Huang announced at Computex 2026 that the company has increased its annual spending in Taiwan from $10-15 billion to $150 billion, reinforcing the island's role as the world's most s…
Taiwan Semiconductor Manufacturing Co. is reinforcing its "silicon shield" strategy with a $250 billion US investment deal set for January 2026, while keeping its most advanced 2nm chip production in …
Qualcomm launched the Snapdragon X2 Elite and X2 Elite Extreme processors for Windows laptops in April 2026, featuring an 18-core CPU on TSMC's 3nm process reaching 5.0 GHz and an 80 TOPS NPU — a 78% …
Trump administration officials fear a loophole in U.S. export rules allowed Chinese companies to legally acquire Nvidia's advanced Blackwell AI chips by routing purchases through overseas subsidiaries…
Asian technology stocks fell on Friday, June 5, 2026, after Broadcom's disappointing artificial intelligence revenue outlook triggered a sell-off in U.S. chip shares that spread to Asian markets. Broa…
Netrasemi has begun supplying engineering samples of its A2000 edge AI chip to select customers, marking the first full-feature system-on-chip developed by the startup. The 12-nanometer chip, built on…
Taiwan Semiconductor Manufacturing Co. (TSMC) forecast sustained demand for its advanced chips used in artificial intelligence applications, signaling continued growth in the AI sector. The world's la…
TSMC CEO C.C. Wei projected over 30% revenue growth in 2026 driven by surging AI demand and signaled gradual price increases on advanced chips, including a potential 15% hike on 3nm nodes in the secon…
Taiwan Semiconductor Manufacturing Co. is struggling to meet surging demand from American customers driven by the AI boom, with CEO C.C. Wei stating the company can "only support so much" after a shar…
TSMC Chairman and CEO C.C. Wei stated on June 4 that Taiwan’s competitive advantage in AI chip manufacturing is nearly impossible for other countries to challenge. Wei acknowledged that fully satisfyi…