Taiwan Semiconductor Manufacturing Co
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TSMC struggles to keep up with AI demand: ‘We can only support so much’
Taiwan Semiconductor Manufacturing Co. - the world's biggest semiconductor-maker - is struggling to meet demands from American customers even with its factory buildout in the US, according to reports from Reuters and Bloomberg. "Customer demand is so high, and we can only support so much," TSMC CEO C.C. Wei said after a shareholder meeting on Thursday, Reuters reports. "We are doing our best to ensure TSMC does not become a bottleneck."
TSMC’s Monthly Sales Rise 30% Thanks to Sustained AI Chip Demand
The Taiwan Semiconductor Manufacturing Co. (TSMC) factory in the Nanzih district in Kaohsiung, Taiwan. Photographer: An Rong Xu/Bloomberg
Pentagon adds Alibaba and Baidu to list of firms linked to Chinese military
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We're starting a position in a chipmaker that is benefiting from the AI boom in multiple ways
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South Korea overtakes India to become world’s sixth largest stock market; here’s why
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Asia tech stocks drop after Broadcom rattles AI trade and drags Wall Street names lower
Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom sparked a rotation out of artificial intelligence-linked names into more defensive sectors. The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%.
SoftBank sinks 10% as Asia tech stocks tumble, tracking Wall Street losses
Asian semiconductor and technology stocks resumed their slide Wednesday, tracking overnight losses on Wall Street after a brief rebound in chipmakers lost steam amid lingering concerns over stretched artificial intelligence-related valuations. Japan's Softbank Group plunged 10% amid a broader decline in tech names and after efforts to secure at least $6 billion through a margin loan backed by its OpenAI stake hit a snag, according to Bloomberg News. The Japanese tech investment giant is...
Asia tech stocks extend sell-off with SoftBank down over 7% as investors sour on AI-linked names
Asian tech stocks extended their sell-off Monday, as investors sour on global AI-linked plays with the U.S. tech-heavy Nasdaq declining more than 4.5% last week. Memory chip behemoths and heavyweights on South Korea's Kospi Index Samsung Electronics and SK Hynix fell 5% and 2%, respectively. The Kospi plunged as much as 8% as the two companies make up over 40% of the index.
US firms still dominate chip subsidies
A report from the Organization for Economic Co-operation and Development (OECD) has found that semiconductor firms based in the United States received more government support than those based in any other region. However, support for China's chip industry was larger relative to the revenue generated by Chinese semiconductor firms, reaching close to 10 percent of sales in the early 2020s. The OECD - a forum for members espousing the market economy and democracy - said the global semiconductor...
AI PCs to make up more than half of sales in 2026, says Asus co-CEO
AI PCs to make up more than half of sales in 2026, says Asus co-CEO American AI hardware giant Nvidia this week announced its entry into the consumer PC arena, in collaboration with Asus and other companies. TAIPEI: Taiwanese technology giant Asus expects artificial intelligence-powered personal computers to account for more than half of all PC sales this year, said its co-CEO Samson Hu. This comes as advances in agentic AI transform how consumers interact with their devices, Hu told CNA on...