TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
China’s reported chip breakthrough comes with some big caveats
ASML‘s stock fell Tuesday after a report that China is mass-producing a critical tool that the Dutch tech…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
CNBC Daily Open: A chip off the AI block
A rendering of ASML’s extreme ultraviolet light machine etching designs into the most advanced chips ASML Hello, this…
ASML hikes sales forecast on strong AI chip demand
ASML on Wednesday raised its guidance for the second time this year as its customers continue to ramp…
From Macron to Modi, governments are rolling out the red carpet for AI giants
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Mag 7 value shrinks by $2.3 trillion amid AI spending jitters
Jakub Porzycki | Nurphoto | Getty Images Around $2.3 trillion has been wiped off the value of the…
Tumbling AI stocks signal another day of turmoil for tech companies
The logo of Japanese company SoftBank Group at the company’s headquarters in Tokyo on Nov. 21, 2025. Kazuhiro…
Tech stocks rebound after global rout; Samsung jumps 9%
Images of mobile devices at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, on Tuesday,…
The Tech Download: Mistral’s Mensch on agentic AI, chips and adoption
I was in Paris in June 2023 when I heard news of a four-week-old startup called Mistral raising…
Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and…