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DARK SECRETS: Taiwan semiconductor manufacturing co org | Rare Historical Photos

Samsung Tumbled Nearly 8% in Seoul Even as AI Demand Drives Chip Prices Up To 15%

Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).

Benzinga

Nvidia's Next-Gen Feynman AI Platform Is Ramping Up, Forcing TSMC to Race Ahead: Report

Nvidia Corp (NASDAQ:NVDA) is reportedly accelerating development of its next-generation Feynman AI platform, pushing Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) to fast-track advanced chipmaking and packaging capacity ahead of its expected 2028 launch.

Benzinga

TSMC approves $29.44 billion capital budget for capacity expansion amid AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificial intelligence boom, according to a news report by Focus Taiwan.

The Economic Times

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Intel Is Increasing The Amount Of Money It's Raising As AI Demand Soars. Its Stock Is Flat.

Intel expects to raise about $19.7 billion after expenses from an upsized stock offering as it increases investment in factories, advanced packaging and other capacity needed for AI chips.

International Business Times

Nvidia Built the AI Brain, Now TSMC Wants to Give It Eyes

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is betting that the next wave of artificial intelligence won’t just require more computing power — it will require machines that can see and understand the physical world.

Benzinga

Samsung AI demand drives record chip earnings amid foundry and mobile hurdles

Samsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operations continue to trail Taiwan Semiconductor Manufacturing Co. while mobile unit faces rising component costs. The foundry division shows signs of improvement with increased demand for AI-related products and advanced process nodes. Samsung's mobile…

The Economic Times

Japan’s 7.1-magnitude earthquake hit a key region for camera sensor manufacturing as Sony, Fujifilm plants evacuate

An earthquake in Japan has caused several image sensor manufacturing centers to evacuate, including Sony, Fujifilm, and TSMC

Digital Camera World

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AMD says its newest AI server is in full production, will ship in months

The Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Co. During Su's keynote address at an event in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT creator plans to…

The Economic Times

TSMC projects mass production of advanced A14 chips by 2028

Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin in 2028. According to a news report by Focus Taiwan, the announcement signals the next major leap in advanced semiconductor manufacturing as the global chip supply chain races to meet intensifying…

The Economic Times

TSMC posts 77% profit jump for Q2, surging past market expectations

Taiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial intelligence chips. The company's net profit climbed significantly, exceeding market expectations. Analysts anticipate TSMC will raise its full-year revenue growth outlook. Future capital spending will indicate management's confidence in AI demand…

The Economic Times

Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth

Taiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intelligence infrastructure continues to fuel advanced semiconductor orders. Analysts anticipate a significant year-on-year jump in net profit for the April-June quarter. This sustained momentum underscores the ongoing strength in AI-driven semiconductor demand. TSMC's…

The Economic Times

AI, Iran war risks weigh on Indian IT firms’ earnings outlook

Indian IT companies like HCL Technologies and Wipro are reporting earnings amid AI concerns. Macroeconomic uncertainty and Middle East conflict add pressure to the sector. Taiwan Semiconductor Manufacturing Company's results will offer a key reality check for the AI boom. Tech Mahindra expects margin expansion from cost-cutting and a large…

The Economic Times

Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase the company's overall computing power by next year. The custom-designed chip, code-named Iris, is part of a multi-generation project. Meta is working with Broadcom and Taiwan Semiconductor Manufacturing Co for design and…

The Economic Times

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

Benzinga

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The Economic Times

TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US

Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…

The Economic Times

Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecks

Nvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC), as the U.S. tech giant seeks to address data transmission and power consumption challenges in AI data centres, according to a report by Focus Taiwan.

The Economic Times

First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market

A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semiconductor Manufacturing Company, Taiwan has overtaken India as the…

The Economic Times

Taiwan overtakes India as world's 5th largest stock market

Taiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufacturing Co. The island's market capitalization reached $4.95 trillion. India's market value stands at $4.92 trillion. This development highlights the significant impact of artificial intelligence on global markets and…

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The Economic Times

TSMC's Japan unit fab swings to profit in Q1

The subsidiary of Taiwan Semiconductor Manufacturing Co (TSMC) in Kumamoto, Japan, turned a profit in the first quarter of this year, marking the first time the first fab of the unit become profitable since mass production started at the end of 2024, according to a report by Focus Taiwan.

Barchart

Stocks Settle Higher on Tech Earnings and Ceasefire Optimism

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.49%. June E-mini S&P futures (ESM26 ) rose +0.23%, and June E-mini Nasdaq futures...

Barchart

Stocks Edge Higher as Chipmakers Rebound

The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.43%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...

Barchart

Nasdaq Futures Climb as TSMC Boosts Tech Optimism

June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.32% this morning, setting a new record high as an upbeat forecast from Taiwan Semiconductor Manufacturing Co. boosted sentiment.

Barchart

Nasdaq Futures Climb on AI Optimism

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism around AI, looks set to continue.

Barchart

Stocks Climb Before the Open as TSMC Reignites AI Optimism, U.S. Economic Data and Earnings in Focus

March S&P 500 E-Mini futures (ESH26) are up +0.37%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.74% this morning after Taiwan Semiconductor Manufacturing Co. renewed confidence in the sustainability of AI demand.

Benzinga

Weekend Round-Up: TSMC Trade Secrets Lawsuit, Google Deepmind Scientist's Market Slam, Baidu Layoffs, Amazon's Court Victory And More

There was a whirlwind of tech news this week, with stories ranging from allegations of trade secret leaks at Taiwan Semiconductor Manufacturing Co. to layoffs at Baidu Inc. Here’s a quick recap of the top stories that made headlines.

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