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(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

(Bloomberg) -- Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar with the matter, an effort to address semiconductor smuggling that risks drawing a rebuke from Beijing. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeOpenAI Joins a Massiv

A bipartisan pair of U.S. senators on Monday urged President Donald Trump's administration to tighten ‌rules on chip contract manufacturers such as Taiwan Semiconductor Manufacturing Co to ‌prevent them from making advanced AI chips for overseas subsidiaries of Chinese companies. This comes after ​the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chips such as those made by Nvidia to subsidiaries of Chinese companies located outside China. The Bureau of ⁠Industry and Security (BIS), the arm of the U.S. Commerce Department that oversees export control laws, has clarified that sales to Chinese company subsidiaries in third countries such ​as Malaysia ​require a license.

(Bloomberg) -- Intel Corp. shares rose the most in a month after the Information reported that Alphabet Inc.’s Google will rely on it for more than 3 million specialized AI chips in 2028. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalLA Mayor Race Flips as Socialist Beats Reality TV Star PrattWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile

By Ben Blanchard, Max A.

By Gregor Stuart Hunter and Ankur Banerjee SINGAPORE, June 8 (Reuters) - Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top

Apple and Oracle will factor into the coming week, but stock market action is likely to ultimately hinge on the scheduled SpaceX IPO.

One of the most important chipmakers on the planet could be squeezing its customers right now, as the AI shortage gives it every excuse. But its CEO said he won’t. Taiwan Semiconductor Manufacturing (CSMC) Chief Executive Officer, C.C. Wei, used the company’s annual shareholder meeting in Hsinchu, ...

Investors are slamming the brakes on the AI rally, dragging down shares in Broadcom, AMD, and Nvidia.

TSM stock rose on Thursday after the company's annual shareholders' meeting. At the meeting, Chief Executive C.C. Wei said the contract chipmaker, better known as TSMC, won't be able to fulfill demand over the next few years, even as more manufacturing capacity comes online, Bloomberg reported. "It will be a long time before we can meet customer demand," Wei said.

Investors will monitor initial jobless claims and the Challenger job-cuts report before turning their attention to Friday's nonfarm payrolls release.

Taiwan Semiconductor Manufacturing isn’t falling behind in next-generation chipmaking, its CEO said.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

Taiwan's TSMC, the world's largest contract chipmaker, said on ‌Thursday it is confident in its growth ‌over the next few years, driven by robust demand for ​computing power and advanced semiconductors, as it rides an AI boom. Chief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city ‌of Hsinchu, added ⁠that its customers continue to express a positive outlook for the AI industry. Taiwan has taken centrestage this week as it hosts the annual Computex conference, where leaders of some of the world's most powerful tech ‌companies are gathering, with executives ​from the likes of Nvidia ​to Intel praising ​the island's central role in the ‌global supply chain.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for

In 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.

The chairman of South Korea's SK Group said on Tuesday its memory chip ‌unit SK Hynix aims to double wafer capacity ‌over the next five years. Chey Tae-won was speaking at the Computex conference ​in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.

(Bloomberg) -- Arm Holdings Plc may achieve its target of $15 billion in sales of its own chips earlier than anticipated, its chief executive officer said, reflecting stronger-than-projected demand from the AI boom.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found

Taiwan President Lai Ching-te said on Tuesday that maintaining the ‌political status quo is the most responsible thing the island can do to secure global supply chains ‌as it hosts some of the world's leading technology leaders at an annual conference. Taiwan plays a pivotal role in the global artificial intelligence supply ​chain for companies including Nvidia and Apple, and its position is anchored by the world's largest contract chipmaker, TSMC. "As the world's need for AI grows, so too does its need for a Taiwan that is stable, trustworthy, and capable of shouldering responsibility," Lai said at the opening ceremony of Computex in Taipei, where leaders of some of the largest global technology companies ‌are gathering.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun

(Bloomberg) -- Local investors are driving the premium on Taiwan Semiconductor Manufacturing Co.’s US-listed shares to a two-year low as they pile into the chipmaker’s stock in Taipei on bets the AI boom has further to run.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionStrait of Hormuz Ship Transits Are Rising Thanks to US HelpA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmeric

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Taiwan chip designer MediaTek said on Friday it supports both TSMC's and Intel's ‌advanced packaging technologies, allowing customers to choose between the ‌two approaches. CoWoS, or Chip-on-Wafer-on-Substrate, is TSMC's advanced packaging technology widely used for artificial intelligence chips, including those designed ‌by Nvidia.

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

TAIPEI, May 29 (Reuters) - Taiwan's tech-driven economy is expected to grow at its fastest pace in 16 years in 2026, the government statistics agency said on Friday, thanks to booming demand for

By Eduardo Baptista and Che Pan BEIJING, May 29 (Reuters) - Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for

(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewa