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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

Bloomberg Technology 1d ago

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."

The Verge 7d ago

How did Taiwan, Seoul overtake India? Drop from 5th to 7th largest stock market - explained

In a span of just over a week, the Indian stock market has gone from being the world’s fifth largest to the seventh largest by market capitalization. First overtaken by Taiwan last week, India has now dropped below South Korea as artificial intelligence-driven rallies in these stock markets propel them to fresh highs. But the fall to seventh rank is not just about the rallies in South Korea and Taiwan.

Times of India 9d ago

Exclusive: ‘If China attacks Taiwan, you will be affected too,’ Taiwan’s deputy FM warns Europe

Euronews Next sat down with Taiwan’s deputy foreign minister Wu Chih-chung in an exclusive interview to talk about the silicon shield and why the world cannot afford to ignore the political tensions. Taiwan may feel distant to most Europeans, but a Chinese takeover of the island would send shockwaves from Washington to Tokyo, Taiwan’s deputy foreign minister François Chih-chung Wu told Euronews Next. "If China attacks Taiwan, France, Europe, the United States, and Japan will all be affected.

Euronews 1d ago

Pentagon adds Alibaba and Baidu to list of firms linked to Chinese military

Pentagon adds Alibaba and Baidu to list of firms linked to Chinese military Tech's international relations haven’t thawed despite Trump’s meeting with Xi Jinping. The Defense Department has released an updated list of companies it believes are linked to the Chinese military, and it now includes e-commerce conglomerate Alibaba and internet services provider Baidu. As CNBC notes, being included in this particular list doesn't mean the US government is imposing sanctions on them.

Engadget 2d ago

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...

CNBC 1d ago

Leveraged ETF assets double in two months as investors press AI bet

Assets in leveraged ETF nearly doubled over two months, as investors scrambled for maximum exposure to the artificial intelligence trend. "Investors increasingly use leveraged instruments linked to the 'AI-trade' – assets in leveraged ETFs linked to AI and Tech themes have surged, with exposures in the US and Korea/Taiwan rising sharply- more than doubling in recent months," wrote Goldman's Christian Mueller-Glissmann in a note. Goldman cited data from EPFR tracking 573 leveraged U.S. equity...

CNBC 8d ago

South Korea overtakes India to become world’s sixth largest stock market; here’s why

In yet another setback, South Korea’s stock market has overtaken India to become the world’s sixth-largest equity market by value. Last week, India was overtaken by Taiwan to become the fifth largest stock market. Within a week, India has fallen from sixth to the seventh rank.

Times of India 9d ago

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

Nvidia has emerged as the world's most valuable company by dominating the market for AI chips in the data center. Now the company is expanding its prowess to chips that will serve as the main processor for personal computers, entering an arena that's long been ruled by Intel, Advanced Micro Devices, Qualcomm and Apple. During a keynote address at Taiwan's Computex conference on Monday, Nvidia CEO Jensen Huang unveiled a new N1X processor made alongside Microsoft.

CNBC 10d ago

New 3D silicon chip breakthrough could extend Moore’s Law for years

New 3D silicon chip breakthrough could extend Moore’s Law for years - Date: - May 30, 2026 - Source: - University of Illinois Grainger College of Engineering - Summary: - As traditional chip miniaturization slows, researchers have found a way to pack more computing power into the same space by stacking silicon circuits in multiple layers. The new process uses ultra-thin silicon membranes and low-temperature manufacturing techniques to overcome a major obstacle that has long blocked the...

Science Daily 12d ago