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The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
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
ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand
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
Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.
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)
Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing high performance AI chips. The stronger AI spending trend at Taiwan...
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. ...
Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just days after reporting first quarter earnings and updated full year guidance. See our latest analysis for Sony Group. The latest lens launch comes after a busy run of news for Sony Group, including stronger first quarter earnings, raised full year guidance and fresh investment plans in advanced image sensors with TSMC. Over the same...
Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC...
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