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SK Group Chairman Chey Tae-won Deepens AI Alliances
BusinessKorea Herald1d ago

SK Group Chairman Chey Tae-won Deepens AI Alliances

SK Group Chairman Chey Tae-won is strengthening alliances with leading AI chipmakers, holding talks with TSMC Chairman C.C. Wei and meeting Nvidia CEO Jensen Huang to bolster the group's position in the AI sector.

Huawei Unveils Chip Design Breakthrough Amid US Sanctions
BusinessReutersbloombergcnbc+14SCMPindex-hrnikkei-asiaYahoohotnewsindian-expressjapan-timesklix-ba+6 more10d ago17 sources

Huawei Unveils Chip Design Breakthrough Amid US Sanctions

Huawei has announced a significant breakthrough in chip design technology, suggesting a potential way to circumvent US sanctions and the limitations of Moore's Law. This development comes as the company prepares to release new smartphone chips this fall.

Technologytaiwan-news1mo ago

Taiwan's TSMC Fuels New Growth in Dresden

Taiwan Semiconductor Manufacturing Company (TSMC) is contributing to new economic growth in Dresden, Germany, indicating its expanding global footprint and investment in the region.

TSMC Reports Soaring Q1 Profits, Raises 2026 Outlook Amid Strong AI Demand
BusinessReutersbloombergwsj+14FTcnbctagesschauSCMPNHK WorldmarketwatchThe Independentnikkei-asia+6 more1mo ago17 sources

TSMC Reports Soaring Q1 Profits, Raises 2026 Outlook Amid Strong AI Demand

Taiwan Semiconductor Manufacturing Company (TSMC) announced a substantial increase in its first-quarter profits, largely fueled by 'extremely robust' demand for AI-related semiconductors. The chip giant also raised its revenue outlook for 2026, signaling strong confidence in continued growth despite geopolitical tensions.

Emerging-Market Funds Diversify Beyond Top Tech Stocks
Businessmarketwatch21h ago

Emerging-Market Funds Diversify Beyond Top Tech Stocks

Fund managers focused on emerging markets are increasingly diversifying their portfolios after significant gains from positions in top-performing stocks like TSMC, Samsung, and SK Hynix. This shift indicates a move to explore new investment opportunities.

TSMC: AI Chip Design Needs Rethink Due to Energy Consumption
BusinessReuterschannel-news-asia7d ago2 sources

TSMC: AI Chip Design Needs Rethink Due to Energy Consumption

TSMC has stated that the high energy consumption of AI chips is necessitating a fundamental rethinking of their design. This challenge highlights the growing environmental and technological pressures in the rapidly evolving AI industry.

Taiwan Becomes World's Fifth-Largest Stock Market, Surpassing India
Businessbloombergdigi24observador+5YahooTimes of Indiastraits-timesjapan-timesseeking-alpha9d ago8 sources

Taiwan Becomes World's Fifth-Largest Stock Market, Surpassing India

Taiwan has overtaken India to become the world's fifth-largest stock market, driven by the relentless rise of TSMC and the booming AI industry. This surge in market value highlights Taiwan's growing economic influence.

Analysis: What Makes TSMC a Leading Company?
TechnologyYahoo22d ago

Analysis: What Makes TSMC a Leading Company?

An article explores the factors contributing to Taiwan Semiconductor Manufacturing Company Limited (TSM)'s position as one of the best companies, likely focusing on its market performance, innovation, and industry standing.

Multiple Companies Announce Q1/Q2 2026 Financial Results
CultureFTNHK Worldtelex+11tvn24hvgobservadorYahoovarietyhollywood-reporterdeadlinenaftemporiki+3 more27d ago14 sources

Multiple Companies Announce Q1/Q2 2026 Financial Results

Several companies, including Innospec, ICU Medical, and Grindr, have announced their first or second quarter 2026 financial results. These reports include details on earnings, revenue, dividends, and updated financial outlooks for the year.

Samsung Electronics Hits $1 Trillion Market Cap on AI Chip Demand
BusinessbloombergFTcnbc+17berlingskele-figaroSCMPder-standardFrance 24orfrzeczpospolitatvn24+9 more29d ago20 sources

Samsung Electronics Hits $1 Trillion Market Cap on AI Chip Demand

Samsung Electronics has achieved a $1 trillion market capitalization, becoming one of the few non-US companies to reach this milestone, largely fueled by the surging demand for AI chips.

Taiwan Semi Is Selling ARM Stock
BusinessYahoo1mo ago

Taiwan Semi Is Selling ARM Stock

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly selling its shares in ARM Holdings, prompting discussions among investors about the implications.

TSMC Shares Hit Record High After Taiwan Eases Investment Rules
Financebloombergcnbcmarketwatch+1seeking-alpha1mo ago4 sources

TSMC Shares Hit Record High After Taiwan Eases Investment Rules

Taiwan Semiconductor Manufacturing Company (TSMC) shares surged to a record high after Taiwan's regulator eased single-stock investment limits for local funds. This regulatory change allowed for increased investment in the chipmaker.

TSMC stock rated 'Strong Buy' following Q1 earnings
FinanceYahoo1mo ago

TSMC stock rated 'Strong Buy' following Q1 earnings

Following its first-quarter earnings report, TSMC stock has been rated as a 'Strong Buy'. The article outlines three key reasons supporting this recommendation, likely based on financial performance and future outlook.

Businessseeking-alpha1mo ago

Major Companies Set to Report Earnings This Week

Several prominent companies, including Johnson & Johnson, Netflix, TSMC, Goldman Sachs, Citigroup, JPMorgan Chase, Bank of America, and PepsiCo, are scheduled to release their earnings reports in the coming week. Investors will be closely watching these announcements for insights into corporate performance and economic trends.

TSMC Confident in AI-Driven Growth, Hints at Higher Chip Prices
BusinessDaily Sabah21h ago

TSMC Confident in AI-Driven Growth, Hints at Higher Chip Prices

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest chip contractor, expressed confidence in its growth trajectory over the coming years, fueled by strong demand for AI computing power. The company also signaled potential interest in raising chip prices.

TSMC Workers Threaten Strike Despite Record Profits
Businessrzeczpospolitajutarnji-list10d ago2 sources

TSMC Workers Threaten Strike Despite Record Profits

Workers at TSMC, the world's largest chip manufacturer, are threatening to strike despite the company reporting record profits. This action highlights labor disputes over compensation and working conditions within the highly profitable tech industry.

Businessseeking-alpha20d ago

Investment Firms Disclose Q1 Portfolio Changes

Several major investment firms, including Corvex Management, Glenview, and Eminence Capital, have revealed their first-quarter trading activities. These Q1 moves detail significant additions, exits, and reductions in their stock portfolios, involving companies such as CoStar Group, Humana, TSMC, Oracle, Expedia, and DraftKings.

TSMC and ASML Indispensable for Global AI Development
Technologydie-presse1mo ago

TSMC and ASML Indispensable for Global AI Development

Taiwan's TSMC and the Netherlands' ASML are highlighted as crucial non-US firms whose advanced technology is essential for AI development, which is otherwise dominated by US companies, with both reporting impressive figures recently.

ASML, TSMC Forecasts Signal Continued AI Spending Boom
TechnologyReuterschannel-news-asia1mo ago2 sources

ASML, TSMC Forecasts Signal Continued AI Spending Boom

Positive financial forecasts from semiconductor giants ASML and TSMC suggest that the current boom in artificial intelligence spending is holding strong. These outlooks indicate sustained investment in AI technologies.

TSMC Reports Record Financial Results, Shares Soar
Financetvn241mo ago

TSMC Reports Record Financial Results, Shares Soar

Taiwan Semiconductor Manufacturing Company (TSMC) is projected to achieve its fourth consecutive quarter of record financial results, with analysts forecasting a 50 percent net profit increase for January-March.

AI Chip Packaging in Taiwan Becomes Next Bottleneck
Businesscnbc1mo ago

AI Chip Packaging in Taiwan Becomes Next Bottleneck

Nvidia has reportedly secured the majority of TSMC's advanced packaging capacity, indicating that this lesser-known chipmaking step in Taiwan is emerging as the next critical bottleneck for the artificial intelligence industry.

Israel Takes Responsibility for Attacks on Iranian Nuclear Facilities, Arak Plant Hit
WorldAPBBCbloomberg+73NYTwsjFTle-mondewapoThe GuardianNPRAl Jazeera+65 more2mo ago76 sources

Israel Takes Responsibility for Attacks on Iranian Nuclear Facilities, Arak Plant Hit

Iranian nuclear facilities were attacked, with Israel claiming responsibility just hours after threatening to escalate military operations against Iran. Israeli forces confirmed bombing Iran's Arak heavy-water reactor, targeting key infrastructure for plutonium production, following earlier reports of US and Israeli strikes on facilities in Arak and Ardakan.