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REVEALED: 11 | Vintage Vibes

'India more diversified:' Sebi chief Tuhin Kanta Pandey comments on Taiwan's market ascent

SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan's market is concentrated, while India's capital spans broad economic sectors.

The Economic Times

Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge

TSMC responded by saying it expects employee profit-sharing bonuses to grow at a faster rate in 2026 than they did in 2025.

Tom’s Hardware

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

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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…

The Economic Times

Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law

Huawei Technologies unveiled a new “LogicFolding” chip design framework built on its proprietary Tau scaling law, claiming it can dramatically boost transistor density and power efficiency without EUV lithography — potentially helping China narrow the gap with TSMC and Nvidia despite U.S. sanctions.

Tom’s Hardware

Nvidia Says $200 Billion CPU Market Opportunity Includes China Despite Ongoing Chip Restrictions

Nvidia's chief executive also underscored the importance of Taiwan's supply chain and said the company is ramping up production of its Vera Rubin AI platform.

International Business Times

Nvidia says its forecast for $200 billion CPU market includes China

Nvidia CEO Jensen Huang believes China remains a crucial market for central processing units. He forecasts a 200 billion dollar market for these chips, including China. Despite US-China technology challenges, Nvidia aims to serve this large and important region. Huang is in Taipei ahead of the Computex trade show and…

The Economic Times

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The Best AI Stock to Buy Now for Less Than $500

This semiconductor company remains deeply embedded in the AI supply chain.

Barchart

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

MarketBeat

AMD is investing $10 billion+ into Taiwan tech to 'accelerate next-gen AI infrastructure', with some fancy new toys on the way

If in doubt, spend money.

PC Gamer

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap

AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.

Tom’s Hardware

AMD announces production ramp of first 2 nm CPUs as Intel teases 10A and 7A chip roadmap

Moore's Law alive and kinda kicking…

PC Gamer

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory

Images of the PCB Intel will be using with Crescent Island has been published on X, showing a single-GPU design and pads for the graphics card's 20 LPDDR5X modules.

Tom’s Hardware

Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of dollars worth of potential losses

Samsung Electronics has temporarily avoided a major 18-day strike at its South Korean semiconductor operations after reaching a tentative wage agreement with its 48,000-member union.

Tom’s Hardware

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Tom’s Hardware

Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

PC Gamer

TSMC employees can now buy company-branded shoes modelled by CEO C.C. Wei, or a chip-themed rice cooker with a 'wafer-shaped steaming plate'

Where do I sign up?

Tom’s Hardware

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips

The RTX 5090D V2 GPU Nvidia specifically built for China to comply with U.S. export controls just received the ban hammer from Beijing. Although this GPU is primarily designed for gaming and 3D animation, it's also powerful enough that many AI developers also use it.

The Economic Times

AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giants

Asian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now outperforming many Western exchanges. Investors are watching closely as capital shifts towards these AI-focused economies. This new global stock market order presents exciting opportunities and potential risks.

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PC Gamer

Intel is reportedly forcing PC builders to buy its latest, most expensive 18A CPUs and I'm wondering what that means for Arrow Lake desktop chips

There are no Intel 18A desktop CPUs, so what are we meant to buy?

The Economic Times

Imec CEO calls for stronger AI design push in EU's Chips Act

Europe must develop its own AI chip design firms. The new head of imec believes this is crucial for future competitiveness. The upcoming Chips Act 2.0 should focus on building this design ecosystem. Europe's strength lies in equipment and design, not just production. Encouraging TSMC to expand its Dresden facility…

The Economic Times

India’s lost chip dream: The mysterious 1989 fire that may have cost the nation the AI race

India began semiconductor manufacturing before Taiwan Semiconductor Manufacturing Company. A fire in 1989 and policy neglect stalled progress. The Mohali facility now uses old technology for defense and space. The government plans to modernize it, aiming for advanced chip production. This effort seeks to revive India's chip dream.

Tom’s Hardware

Samsung granted court injunction against imminent strike action in last-minute reprieve — talks resume as unions barred from occupying or locking facilities, obstructing workers

Samsung has been granted an injunction to limit the scope of planned strike action ahead of an 18-day walkout due to start on Thursday.

Barchart

A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

Tom’s Hardware

Russia’s Mikron is selling framed test wafers with up to 120,000 processors as souvenirs — 12 designs, priced around $170 each, sold alongside $2 vials of cleanroom air

Russia’s Mikron is earning a bit of cash on the side by selling picture-framed test wafers as souvenirs with 12 designs to choose from, priced around $170.

Tom’s Hardware

Taiwan declares itself 'sovereign and independent' after Trump questions US defense commitment — comments come after Trump said he opposes Taiwan independence

The statement came hours after President Donald Trump told Fox News he opposes Taiwan pursuing formal independence.

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