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RARE PHOTOS: 6 | Rare Historical Photos

Global tech stocks fall as chip sell-off deepens; mortgage rates rise amid renewed Middle East tensions - as it happened

Rolling coverage of the latest economic and financial news

The Guardian - UK · Jul 17

TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher.

TSMC is expanding its U.S. manufacturing footprint after posting another record quarter driven by AI-related demand.

International Business Times · Jul 16

The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'

It's all a race to catch up with astronomical demand.

PC Gamer · Jul 16

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TSMC posts record profit and pledges $100bn to expand US manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) beat Wall Street expectations on Thursday with a record second-quarter net profit, up 77% from a year earlier, while pledging a further $100bn (€87.4bn) to expand its chipmaking capacity in the US.

Euronews · Jul 16

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.

Tom’s Hardware · Jul 16

Southeast Asia ‘has not really moved up the value chain’ and risks missing the AI boom, says Standard Chartered’s chief ASEAN economist

“Every country wants to have the next Silicon Valley or be the next AI mega-producer, but getting there isn’t just a matter of snapping one's fingers."

Fortune · Jul 16

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…

The Economic Times · Jul 16

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Against a backdrop of advancing Chinese production, TSMC announces another $100 billion worth of chipmaking will be invested in the US

This, after a strong quarter.

PC Gamer · Jul 16

TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) delivered a fifth consecutive record quarterly profit, beating Wall Street expectations. At the time of writing, TSMC stock rose 1.23% to close at NT$2,470 ($76.72) in Taipei.

Benzinga · Jul 16

TSMC to invest another $100 billion in US as Q2 profit blows past forecasts

TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This investment will bolster the United States semiconductor ecosystem and supply chain. TSMC's second-quarter profit surged 77%, reaching a record high. The firm anticipates over…

The Economic Times · Jul 16

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity

Major Taiwan computer chipmaker TSMC says it plans to spend another $100 billion on expanding its manufacturing capacity in the United States

The Independent UK · Jul 16

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 · Jul 16

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 · Jul 16

TSMC's second-quarter profit seen hitting record on AI boom

Analysts said demand for Taiwan ‌Semiconductor Manufacturing ⁠Co's (TSMC) 3-nanometre ⁠and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong.

The Economic Times · Jul 16

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Benzinga · Jul 15

Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs?

Taiwan Semiconductor Manufacturing (NYSE:TSM) looks to hit new all-time highs with a strong earnings report Thursday before market open.

Tom’s Hardware · Jul 15

Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners

Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production

The Economic Times · Jul 15

Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansion

ASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand, sending shares up 5.7% as the company plans a 30% capacity boost for its EUV systems over the next two years.

The Economic Times · Jul 15

US-China tech rivalry explained: Why the AI and chip war matters

The US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this ongoing rivalry. Export controls are intensifying the AI chip war between these nations. Global supply chains are being reshaped by this intense technological race. Other countries face opportunities and challenges…

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The Economic Times · Jul 15

Explained: Why SK Hynix ADR premiums soared 50% over South Korean shares and how this reminds market of dotcom bubble

SK Hynix’s ADRs are trading at a more than 50% premium to their South Korea-listed shares just days after their Nasdaq debut, raising comparisons with TSMC’s dot-com-era valuation gap. Analysts attribute the divergence to restricted arbitrage, strong AI-driven demand, and easier access for global investors through US markets.

Tom’s Hardware · Jul 14

China claims chip exports nearly doubled to $177 billion in the first half of 2026 as memory prices surged — 96% year-on-year increase inflated by hikes

The Chinese customs administration attributed the surge to global demand for AI hardware.

Tom’s Hardware · Jul 14

Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process

Intel to modernize semiconductor production facility in Ireland in a bid to increase output of Xeon 6 and other Xeon products made using Intel 3 fabrication process.

Tom’s Hardware · Jul 14

Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington

The company culled its list of verified customers, cutting out more than half of its existing client list to reduce incidents of smuggling. Remaining clients have passed more stringent checks, including physical inspections of data centers and interviews with end users.

Tom’s Hardware · Jul 14

Researchers create programmable material that can steer heat and remember its state without power — breakthrough could eventually aid AI chip cooling and silicon photonics

Researchers created a programmable thermal material that steers heat and retains its state without power, a breakthrough that could benefit AI chips, silicon photonics, and infrared devices.

Tom’s Hardware · Jul 13

Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out

Samsung Foundry soon to join TSMC in production of Tesla's AI5 processor, a LinkedIn post reveals.

International Business Times · Jul 13

TSMC's AI Boom Keeps Breaking Records. Chip Demand Shows Little Sign Of Slowing.

TSMC's latest revenue figures add to evidence that investment in AI infrastructure continues to drive growth across the global semiconductor industry.

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