Samsung Electronics and Taiwan Semiconductor Manufacturing Co. (TSMC) announced plans to adopt ASML's high-NA EUV lithography machines, which cost up to $400 million each, and joined Intel in agreeing…
ASML Holding NV has secured commitments from Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co. to adopt its High NA EUV lithography equipment, with Samsung planning high-volume manufa…
Taiwan's government raised its 2026 GDP growth forecast to 11.05%, the fastest annual pace since 1987, driven by artificial-intelligence infrastructure boosting semiconductor exports and factory inves…
Semiconductor Manufacturing International Corp. (SMIC) raised wafer prices after reporting second-quarter revenue of $3.006 billion, up 20% sequentially and 36.1% year over year, driven by AI-related …
Waymo on August 20 disclosed technical details of its sixth-generation autonomous driving system's compute module, featuring two custom ASICs that deliver more than 1,000 trillion calculations per sec…
Cerebras Systems launched its CS-4 'Nexus' systems with an overclocked WSE-3 Turbo waferscale engine, doubling clock speed to 2.8 GHz from 1.4 GHz while keeping the same 900,000 cores and 44 GB of SRA…
Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2026 revenue growth guidance to slightly more than 40%, citing relentless demand for advanced AI chips, and reported July 2026 sales of NT$467.…
SoftBank Group cut its stake in Taiwan Semiconductor Manufacturing Co. by 71.5%, reducing its holdings to 565,000 American Depositary Shares, after fully exiting Nvidia in November 2025. The reduction…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July sales of NT$14.52 billion, up 45% year over year and nearly 6% from June, driven by strong demand for AI chips, but the company's stock wave…
Microsoft Corp. plans to unveil its Maia 300 AI accelerator this fall and is negotiating with Taiwan Semiconductor Manufacturing Co. for capacity to produce more than 300,000 chips in 2027, a sharp in…
BTQ Technologies and Taiwan's Industrial Technology Research Institute (ITRI) completed the first validation milestone for BTQ's Quantum Compute-in-Memory (QCIM) architecture in a TSMC 28-nanometer de…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July sales of NT$14.52 billion, up 45% year over year and nearly 6% from June, driven by strong demand for AI chips, but its stock wavered as inv…
Microsoft Corp. plans to significantly increase production of its next-generation AI chips, the Information reported, citing people familiar with the situation. The company is in discussions with Taiw…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July revenue of NT$467.6 billion, up 44.7% year over year and 5.6% month over month, according to CNBC. The chipmaker's strong sales reflect sust…
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chipmaker, reported a 45% surge in sales for the third quarter, driven by robust demand for AI chips from customers like Nvidia and G…
ChangXin Memory Technologies (CXMT) plans an $8.6 billion Shanghai IPO, holding a 7.7% share of the global DRAM market despite lacking advanced EUV tools, demonstrating that China has bypassed U.S. ex…
Taiwan Semiconductor Manufacturing Co. reported July sales rose about 45% year over year, its strongest monthly growth in a year, signaling that AI infrastructure spending is translating into real rev…
Taiwan Semiconductor Manufacturing Co. reported Q2 2026 revenue of $40.2 billion, a 36% year-over-year increase, and net profit of NT$706.56 billion ($21.99 billion), up 77.4%, while raising its 2026 …
Asia's AI boom, driven by tangible chip demand from U.S. tech giants, is fundamentally different from the dot-com bubble, with TSMC and Samsung Electronics joining the trillion-dollar market cap club.…
Samsung Electronics and SK Hynix, whose revenues make up 80% of the global memory sector, generated a combined operating profit of 150 trillion won ($104 billion) in the June quarter, driven almost en…