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Trump says tariffs would have stopped Taiwan’s semiconductor boom — but the history of TSMC tells a far more American story.
Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector
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.
Investing.com -- Bank of America reiterated its Buy rating on Taiwan Semiconductor Manufacturing Co. in a note Friday following the chipmaker's technology symposium in Taiwan.
Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.
TAIPEI, May 15 (Reuters) - TSMC, the world's largest contract chipmaker, said on Friday it plans to sell up to 152 million shares in Vanguard International Semiconductor through a block trade to
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.
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.
Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.
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Klaviyo delivers cloud-based marketing automation tools to businesses worldwide, powering personalized digital communications at scale.
Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter. Intensive talks between the two companies have been underway for more than a year, and they hammered out a formal deal in recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up about 14%.
The majority Sony-owned venture will set up production lines in Kumamoto Prefecture, with potential Japanese government backing
Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an unsustainable trajectory, some form of fiscal reckoning or debt restructuring is a credible tail risk, and the dollar is structurally vulnerable. He has ... Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump
Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday they plan to form a new joint venture in Japan to develop and manufacture next-generation image sensors. The venture will combine Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and production lines in the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.
(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through
