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ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven ‌by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre ‌process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.

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Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...

Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.

TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.

TSM will release Q2 earnings on July 16 with AI-driven HPC demand, 3nm technologies and record revenues expected to support another strong quarter.

June growth strengthens expectations ahead of full earnings

Quarterly revenue matched estimates as investors await earnings and 2026 capital spending guidance.

AMKR is riding resilient premium smartphone demand as rising AI and chip complexity boost advanced packaging opportunities ahead.

All three major US stock indexes were down in late-morning trading Monday, as the US and Iran exchan

Chip stocks sold off on Monday despite an upbeat report from Taiwan Semiconductor Manufacturing. Arm and other stocks broke support.

NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.

Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math works out depends on a model the world hasn't seen yet.

Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings. JPMorgan Chase,...

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported record June revenue of NT$442.7 billion (about US$13.2 billion), as strong demand for its chips helped lift second-quarter sales above the high end of the company's guidance. June revenue increased 67.9% from a year earlier and...

Stock Market Today: The Dow Jones index and Nasdaq dropped Monday on new U.S.-Iran strikes. SK Hynix plunged in premarket trading.

A groundbreaking ceremony marked the start of Phase II at the Chiayi Science Park, which is expected to produce $9.35 billion in annual output

(Updates with recent oil price movement, world markets' overview and corporate stock movements.)

INTC's AI-driven growth, improving foundry execution and lower valuation give it an edge over TSM in this AI chip manufacturing comparison.

Taiwan Semiconductor Manufacturing said its revenue last month jumped 68% compared with a year ago, hitting a record That implies that TSMC's second-quarter revenue came in at the equivalent of $39.55 billion, a record for the company and slightly above a FactSet consensus.

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TSMC Delivers Blowout Q2 Revenue Beat on Surging AI Chip Demand

US equity futures were lower pre-bell Monday as hostilities continued to re-escalate in the Middle E

The benchmark US equity measures were pointing lower before the opening bell Monday amid rising tens

The chipmaker's June sales hit a record NT$442.68 billion, pushing second-quarter revenue above the top end of its own guidance

The chip maker reports a 68% monthly sales jump, but investors are still questioning how long the AI spending boom can last.

June up 68%, first-half revenue near $75 billion, and the whole industry’s ambitions still running through one very busy island

AI stocks are taking a beating as investors wonder how much longer Big Tech companies can maintain their aggressive spending plans.

AI Boom Drives Record Quarterly SalesTSMC (NYSE:TSM) reported record second-quarter revenue on Monday as robust demand for artificial intelligence chips continued to fuel growth for the world’s largest contract semiconductor manufacturer. Revenue for the April-to-June period climbed 36% year-on-year to T$1.