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(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

TAIPEI, May 29 (Reuters) - Taiwan's tech-driven economy is expected to grow at its fastest pace in 16 years in 2026, the government statistics agency said on Friday, thanks to booming demand for

By Eduardo Baptista and Che Pan BEIJING, May 29 (Reuters) - Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for

(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewa

A senior TSMC executive said on Thursday that surging electricity demands from AI are making energy efficiency rather than computing power ‌the main constraint shaping future computer chip development. Kevin Zhang, Senior Vice President of ‌Business Development, said customers across smartphones to AI data centres are increasingly prioritising performance gains that do not drive up ​power use, as operators contend with the cost and availability of electricity. The shift is part of ⁠a broader turning point for the semiconductor industry, where simply packing more transistors onto chips is no longer enough to sustain performance gains for energy-hungry ⁠AI workloads.

The major indexes edged higher as oil prices dived, with Amazon flashing a buy signal. Marvell and Snowflake jumped late.

TSMC Hits Fresh Highs as Nvidia Supercharges AI Spending in Taiwan

TAIPEI, May 27 (Reuters) - Nvidia's chief executive said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be ‌the world's tech manufacturing hub for a long time. "Four years ago, five years ago, Nvidia was spending about 10, ‌15 billion dollars a year in Taiwan.

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.

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

(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

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

(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

(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.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

(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign

Advanced ‌Micro Devices ‌CEO Lisa ​Su said on Friday in Taipei ‌that ⁠the company was asking ⁠its partners to ​ramp ​up ​production given ‌strong demand for AI. AMD is a major customer ‌of ​TSMC, ​the ​world's ‌largest contract chipmaker. (Reporting ​by ​Wen-Yee Lee; Writing ​by ‌Ben Blanchard; Editing ​by Jacqueline ​Wong)

From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, ‌Amkor said on Thursday. Earlier this week, Amkor said it ‌had secured 67 additional acres of land in Arizona next to a 104-acre ​parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and ‌those packaging steps have ⁠become a key bottleneck in chip production.

Shares rose nearly 20% as Nvidia results lifted AI-linked stocks.

(Bloomberg) -- Samsung Electronics Co. could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells S

(Bloomberg) -- The latest report from Nvidia Corp. may have left its investors wanting more but it gave a jolt to the shares of a broad swath of Asian tech companies. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamA B

The U.S. chip maker said it will use the investment to expand strategic partnerships in Taiwan and scale advanced packaging capability for AI infrastructure.

Advanced Micro Devices ‌said on ‌Thursday it would ​invest more than $10 billion across Taiwan's AI ecosystem ‌and ⁠widen strategic partnerships as it ⁠looks to expand its ​manufacturing ​capabilities. The ​U.S. chip ‌firm will collaborate with Taiwanese firms ASE and SPIL to develop ‌more power-efficient ​technology ​for ​AI systems ‌and processors, it ​said ​in a statement.

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

Shares rallied Thursday across Asia, tracking gains on Wall Street after pressure from the bond market eased and oil prices fell back. The advance was also powered by a stronger-than-expected quarterly report from chipmaker Nvidia, whose profit rocketed more than 200% higher in the February-April quarter from a year earlier, while revenue jumped 85%. Nvidia has been one of the biggest beneficiaries from the boom in artificial intelligence, thanks to powerful demand for its high-end AI chips.

TAIPEI, May 21 (Reuters) - Tokyo Electron's Taiwan unit told Reuters in a written response on Thursday that it respects the judicial process, takes the court ruling seriously and will not appeal in

Tokyo Electron's ‌Taiwan unit ‌told Reuters in a ​written response on Thursday that it respects the ‌judicial process, ⁠takes the court ruling seriously ⁠and will not appeal ​in the ​TSMC ​trade secret ‌case. In April, a Taiwan court fined the Taiwan unit of Japan's ‌Tokyo Electron ​T$150 million ($5 ​million) ​in a ‌case involving trade ​secrets ​related to TSMC's sensitive chip ​technology. (Reporting ‌by Wen-Yee Lee; ​Editing by ​Kim Coghill)