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Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...
The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan.
Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.
Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to […]
TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.
Apple is reportedly testing CXMT memory across products including iPhones and MacBooks, even after the Chinese supplier refused to offer the cheaper DRAM pricing Apple wanted.
The foundry giant's monthly numbers keep setting records. The share price assumes they stop.
Microsoft New AI Chip May Create a Fresh Threat to Nvidia
Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.
Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC’s strong revenue update. The year-to-date share price return of 57.56% and 1-year total...
TSMC’s July sales jumped nearly 45% as AI chip demand remained exceptionally strong, reinforcing management’s bullish 2026 growth outlook.
Microsoft's next silicon push could create an unexpected beneficiary
A customer's robust sales are fueling the rally.
TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity
Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.
Nvidia and Apple both shattered expectations this quarter, but they are playing completely different games. Which business model actually wins as AI spending reshapes the entire tech landscape?
Taiwan Semiconductor and Broadcom are expecting strong growth.
Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR
Sony will control the business and invest about $2.92 billion.
The chipmaker upsized its equity raise by $5 billion as it funds an expensive AI and manufacturing push.
Sony Group has agreed to form a joint venture with Taiwan Semiconductor Manufacturing Co. to produce next-generation image sensors for smartphones.
During an interview with CNBC, Morningstar analyst Phenix Lee highlighted geopolitical concerns as another area of concern for the world’s largest contract chipmaker.
Find insight on TSMC, Axiata, Apple and more in the latest Market Talks covering technology, media and telecom.
TSMC (NYSE:TSM) and Sony Group (NYSE:SONY) are joining forces on a $4. 69 billion semiconductor venture in Japan focused on developing and manufacturing next-generation image sensors, with mass production targeted for 2029.
Intel (NASDAQ:INTC) raised $20 billion through an expanded share offering on Tuesday, taking advantage of the sharp rally in its stock to secure additional funding for its capital-intensive push into contract chip manufacturing. The chipmaker priced the offering at $95 per share, representing a 2.
Taiwan chipmaker TSMC said on Tuesday it will invest 282 billion yen ($1.77 billion) in a joint venture with Sony Group to develop and make next-generation image sensors. ($1 = 159.3300 yen) (Reporting by Ben Blanchard; Editing by Andrew Heavens)
With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts said.
Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...
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