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Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Moby summary of Pinnacle West Capital Corporation's Q2 2026 earnings call

Three major customers are driving a critical production shift

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

NVIDIA just made a substantial bet on Ilya Sutskever's secretive superintelligence lab, giving it rare insider access to research that almost no one outside gets to see. Whether that changes the calculus for investors sitting on the sidelines is a harder question than it first appears.

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.

Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...

Cathie Wood Bets Big on SpaceX as She Adds Millions to Tesla and CoreWeave

Ark bought about $26 million of SpaceX shares across several funds.

The chip foundry giant is back at a milestone valuation with a market-average multiple attached. That combination deserves a closer look.

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

Find insight on TSMC, UMC , Vitrox and more in the latest Market Talks covering technology, media and telecom.

Taiwan Semiconductor is checking a lot of boxes with its Arizona investment.

Both companies play important roles in the building boom from artificial intelligence.

Apple (AAPL) reported the type of quarter that should have sent its stock price skyrocketing. Revenue rose 16% from a year earlier to $109 billion, while profit increased 26% to $29 billion. iPhone sales jumped 22%, Mac revenue climbed 25%, and the iPhone 17 produced the biggest product launch in ...

Taiwan Semiconductor Manufacturing Co. is reportedly developing an advanced packaging technology, which could erode Intel Corp.‘s competitive advantage. Intel’s stock is trading 4.62% higher in Friday’s pre-market trading session, while TSMC stock is trading 3.69% higher. Don’t Miss: A single...

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Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

Readers weigh in on the nascent construction boom, the Taylor rule, and the case for APA as a takeover target.

Taiwan Semiconductor Manufacturing stock has surged over the past three years, yet the latest valuation checks suggest it now sits close to its estimated intrinsic value rather than being clearly cheap or clearly expensive. Over the last three years, Taiwan Semiconductor Manufacturing has returned about 335%, which puts extra focus on whether that past performance is already fully reflected in the current share price. Investor expectations around long term demand for advanced chips can...

Melius suggested Apple could reduce manufacturing risk by using Intel alongside its principal processor supplier.

NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave of AI winners might look nothing like the first.

Apple stock was falling Friday as limited supply of chips held back its outlook. The solution could lie with Intel, according to Melius Research. Apple shares were down 8% in the premarket as shortages of memory chips and other processors limited the iPhone market's guidance for the September quarter.

How can traders and investors position themselves?

Government backing on its Foundry business helps, but customers must now commit

One manufacturing bottleneck is becoming a crucial battleground

Proven chip demand meets a far riskier space wager