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Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 5.7% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.
The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking the State Street SPDR S&P 500 ETF Trust (SPY), State Street SPDR Dow Jones Indust Avg ETF Trust (DIA), and the Invesco QQQ Trust (QQQ).
Nvidia will increase investment in Taiwan to $150 billion a year, the US chip giant's boss said Wednesday, describing the export-driven island as the "epicentre of the AI revolution"."Now, we're spending $100 going to $150 billion in Taiwan each year."
The chip maker is investing $10 billion in Taiwan to ramp up the manufacturing capacity for its next-gen chips.
The market value of South Korean memory chip maker SK hynix soared past $1 trillion on Wednesday thanks to frenzied global demand for the computing hardware that powers artificial intelligence tools.Shares in SK hynix, which supplies Silicon Valley's AI chip titan Nvidia with advanced high-bandwidth memory, were up more than 11 percent in early afternoon trade.
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.
Huawei claims to have a chip breakthrough, raising new questions about what the Chinese chipmaker can compete in the market. Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down what the new chip could mean for artificial intelligence development, and how it may stack up against Nvidia’s (NVDA) technology.
While Nvidia CEO Jensen Huang enjoyed street food in China, AMD CEO Lisa Su was talking to stakeholders.
NVDA and TSM have surged since April as AI chip demand, hyperscaler spending and advanced packaging shortages fuel growth.
Apple is reportedly testing Intel's foundry business as the US chipmaker pushes for a broader manufacturing comeback.
The scale gap between the two companies remains stark. A recent Forbes analysis shows TSMC generated $35.9 billion in foundry revenue in Q1 2026, versus Intel Foundry’s $5.4 billion — with Intel drawing only around $174 million, roughly 3%, from external customers. TSMC’s market cap of approximately $1.86 trillion is nearly three times Intel’s current valuation.
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the AI buildout has real runway through 2027. They also shared that Taiwan Semiconductor’s monthly demand commentary may serve as the single ... This Proves The AI Boom Will Last Through 2027
If you bought Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) for the monthly checks, the prospectus detail that matters most this year is the one you probably skimmed: IDVO is unhedged. The fund owns dividend-paying international ADRs and writes covered calls on a slice of them. Every euro, yen, or pound coming back to ... IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield
(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
Taiwan Semiconductor Insider Activity Draws Attention After $14 Million Sale
Huawei's chip ambitions could be entering a more important phase for investors. The company said it has developed a new path that could shorten the gap with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), potentially giving China a way to make advanced semiconductors without the most cutting-edge equipment. Huawei's semiconductor chief He Tingbo said on Monday that Huawei plans to start making 1.4-nanometer chips by 2031 using its own LogicFolding technology.
Taiwan became the world's fifth-largest stock market as chip demand boosted valuations.
TSMC's Massive AI Run Pushes Taiwan Above India in Market Value
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) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.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 R
Huawei has announced a new push to develop advanced semiconductors without using Taiwan Semiconductor Manufacturing's (NYSE:TSM) cutting edge equipment. The initiative aims to reduce reliance on TSMC's manufacturing capabilities and tools for leading edge chip production. This move could affect long term supply chain relationships and competitive positioning across the global chip industry. Taiwan Semiconductor Manufacturing, trading as NYSE:TSM, is a key contract chip producer for a wide...
(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
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Performing Stocks. On May 21, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) plans to invest in Taiwan, committing over $10 billion to its AI sector to expand chip production capacity and deepen partnerships. The company said it will work with Taiwanese packaging and testing provider […]
AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom.
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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