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A senior TSMC executive said on Thursday that surging electricity demands from AI are making energy efficiency rather than computing power ‌the main constraint shaping future computer chip development. Kevin Zhang, Senior Vice President of ‌Business Development, said customers across smartphones to AI data centres are increasingly prioritising performance gains that do not drive up ​power use, as operators contend with the cost and availability of electricity. The shift is part of ⁠a broader turning point for the semiconductor industry, where simply packing more transistors onto chips is no longer enough to sustain performance gains for energy-hungry ⁠AI workloads.

TAIPEI, May 27 (Reuters) - Nvidia's chief executive said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be ‌the world's tech manufacturing hub for a long time. "Four years ago, five years ago, Nvidia was spending about 10, ‌15 billion dollars a year in Taiwan.

SK Hynix has become one of the world’s most valuable chip makers, joining an elite group of companies including Nvidia and TSMC.

Nvidia CEO Jensen ‌Huang said ‌on Wednesday that Taiwan ​is the "epicentre" of the AI revolution and the island ‌will be ⁠the world's technology manufacturing hub ⁠for a long time to come. Huang ​was ​speaking ​at a ‌launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he ‌said will ​break ground ​this ​year with ‌plans to become ​operational ​in 2030.

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

By Bharath Rajeswaran and Vivek Kumar M May 26 (Reuters) - India's position as the fifth-largest global market by capitalisation is under threat as Taiwan closes in on the South Asian nation's spot,

(Bloomberg) -- Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, SanctionsThe isla

(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign

Advanced ‌Micro Devices ‌CEO Lisa ​Su said on Friday in Taipei ‌that ⁠the company was asking ⁠its partners to ​ramp ​up ​production given ‌strong demand for AI. AMD is a major customer ‌of ​TSMC, ​the ​world's ‌largest contract chipmaker. (Reporting ​by ​Wen-Yee Lee; Writing ​by ‌Ben Blanchard; Editing ​by Jacqueline ​Wong)

From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, ‌Amkor said on Thursday. Earlier this week, Amkor said it ‌had secured 67 additional acres of land in Arizona next to a 104-acre ​parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and ‌those packaging steps have ⁠become a key bottleneck in chip production.

(Bloomberg) -- Samsung Electronics Co. could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells S

The U.S. chip maker said it will use the investment to expand strategic partnerships in Taiwan and scale advanced packaging capability for AI infrastructure.

Advanced Micro Devices ‌said on ‌Thursday it would ​invest more than $10 billion across Taiwan's AI ecosystem ‌and ⁠widen strategic partnerships as it ⁠looks to expand its ​manufacturing ​capabilities. The ​U.S. chip ‌firm will collaborate with Taiwanese firms ASE and SPIL to develop ‌more power-efficient ​technology ​for ​AI systems ‌and processors, it ​said ​in a statement.

TAIPEI, May 21 (Reuters) - Tokyo Electron's Taiwan unit told Reuters in a written response on Thursday that it respects the judicial process, takes the court ruling seriously and will not appeal in

Tokyo Electron's ‌Taiwan unit ‌told Reuters in a ​written response on Thursday that it respects the ‌judicial process, ⁠takes the court ruling seriously ⁠and will not appeal ​in the ​TSMC ​trade secret ‌case. In April, a Taiwan court fined the Taiwan unit of Japan's ‌Tokyo Electron ​T$150 million ($5 ​million) ​in a ‌case involving trade ​secrets ​related to TSMC's sensitive chip ​technology. (Reporting ‌by Wen-Yee Lee; ​Editing by ​Kim Coghill)

The big takeaway on Taiwan Semi, Google is updating search for AI era, Toll Brothers earnings show luxury homes are selling, and more news to start your day.

Trump says tariffs would have stopped Taiwan’s semiconductor boom — but the history of TSMC tells a far more American story.

ASML expects to see the first ‌products created on the company's ‌new High-NA machines within months, the chief ​executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring ‌down costs ⁠for patterning, or creating the circuitry of the most ⁠advanced chips, for both logic and memory applications, Fouquet said, ​speaking at ​a conference ​in Belgium organised ‌by research firm imec. Fouquet's ​remarks come weeks after ‌top customer TSMC said ​High-NA ​tools, which can cost up to $400 million each, were too expensive.

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

U.S. ‌President ‌Donald Trump said ​he "should have asked for ‌more" ⁠of a stake ⁠in ​Intel ​on behalf ​of ‌the U.S. government, in an interview ‌with ​Fortune ​magazine ​published ‌on Monday. (Reporting ​by ​Ananya Palyekar ​in ‌Bengaluru; Editing ​by Alex ​Richardson)

Investing.com -- Emerging market (EM) equities are poised for a significant rally in the second half of the year, driven by attractive valuations, a projected reversal in hawkish central bank policies, and economic signs of recovery in China, according to a research note released by JPMorgan.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, ‌as strong demand for artificial intelligence places South Korea at the heart ‌of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering ​274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than ‌one trillion-dollar company.

TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping ‌its previous forecast of $1 trillion, according to its presentation materials ahead of a tech ‌symposium on Thursday. • AI and high-performance computing are expected to account for 55% of ​the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities ‌in 2026.

TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping ‌its previous forecast of $1 trillion, according to its presentation materials ahead of a tech ‌symposium on Thursday. • AI and high-performance computing are expected to account for 55% of ​the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities ‌in 2026.