News

(Updates to include a statement from Taiwan Semiconductor Manufacturing in the fourth paragraph.)

Amkor Technology (NasdaqGS:AMKR) reported record Q2 revenue in 2026. The company announced a 10 year manufacturing partnership with TSMC for an advanced packaging facility in Arizona. Amkor expanded customer programs in AI and high performance computing, focusing on advanced packaging solutions. The company is migrating System in Package production from Korea to Vietnam to support supply chain efficiency and cost management. Amkor Technology shareholders have seen mixed recent trading, with...

(Bloomberg) -- Artificial-intelligence server maker Quanta Computer Inc. is seeking to raise as much as $2.19 billion from a sale of global depositary shares, in an offering that may be the biggest Taiwanese stock sale in 19 years. Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterChip Rout

Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday ‌that its board approved an expansion ‌plan, including additional cleanroom capacity at its Singapore facility and ​a new fab building at its flagship Tainan campus in Taiwan, to meet growing AI-driven demand. The plan will be executed in phases, enabling ‌UMC to remain ⁠ocused on capital discipline while flexibly deploying capacity to fulfill customer demand. As a result, 2026 capital expenditure budget will be revised upward to US$2 billion,” said CEO ​Jason Wang.

Space Exploration Technologies, commonly known as SpaceX, doesn't have any profits to speak of.

Investors are watching Taiwan Semiconductor Manufacturing (NYSE:TSM) as concern grows over rising Chinese competition in advanced chipmaking tools, including ultraviolet etching technology. At the same time, questions around how long the current artificial intelligence spending boom can continue are affecting sentiment toward TSMC and major chip suppliers. These developments are drawing fresh attention to long term industry positioning and potential shifts in semiconductor manufacturing...

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The first wave of the AI boom crowned Nvidia Corp. and memory leader SK Hynix Inc. as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain. GraniteShares CEO Will...

Abbott Laboratories, Taiwan Semiconductor, and Johnson & Johnson have all delivered strong earnings releases in the Q2 cycle, with each breaking records while also lifting their outlooks.

Here's who's rising, and who's debuting, from Asia on this year's Global 500, Fortune's ranking of the world's largest companies by revenue.

Is this a golden buying opportunity for the AI beneficiary?

Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd catches on.

Stanley Druckenmiller continues to sell a core position.

Taiwan Semiconductor Manufacturing Co, the world's largest ‌contract chipmaker, said late ‌on Tuesday it had begun gradually resuming ​operations at its Japan Advanced Semiconductor Manufacturing (JASM) plant in Japan's Kumamoto prefecture after a strong earthquake prompted ‌the precautionary evacuation ⁠of workers. The company said all personnel at the Japan site were confirmed ​safe after ​being evacuated ​in accordance with ‌internal safety procedures. JASM's construction site was ‌unaffected, TSMC said, adding ​that parts ​of the construction work had been suspended as a safety ​precaution because ‌there could still be occasional ​aftershocks.

A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.

Cadence Design Systems stock jumped Tuesday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Cadence lifted its full-year guidance for adjusted earnings per share to between $8.05 and $8.15, up from a previous range of $7.85 to $7.95.

Viking Global just filed its 13F, handing retail investors a five-stock shortlist that spans AI chips, streaming turnarounds, and a rate-cycle trade, and four of them are flashing buy signals before the next earnings window closes.

Memory stocks delivered some of the biggest gains in semiconductor history as AI demand swept through the sector, rewarding investors who got in early. Now those same stocks are cratering, and the question keeping traders up at night is whether this is a buying opportunity or the beginning of something far more painful.

AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.

Rescue operations were under way at a shopping mall after a strong earthquake struck southern Japan.

Asian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

Investor jitters over how long the artificial intelligence spending boom will last and concern over Chinese competition in chipmaking sent technology shares plunging Tuesday."The first leg of the artificial-intelligence boom was financed with cash, confidence and some of the strongest balance sheets in corporate America," wrote Stephen Innes at SPI Asset Management.

Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi

Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Chip makers like Nvidia and Taiwan Semiconductor Manufacturing use Cadence’s software as part of their design process, and semiconductor demand has been one of the stories of the market in 2026.

Western Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.

NVIDIA just committed to a spending package that dwarfs the budgets of most nations, and the market reacted by punishing the stock. Whether that reaction reflects legitimate bubble fears or a historic buying opportunity depends on one critical question investors are still fighting over.

The AI memory supercycle has emerged as one of 2026’s most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as […]

Look out below for semis?

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]