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…
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…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
AI wealth must benefit the public, South Korea’s deputy PM says
Bae Kyung-Hoon, South Korea’s science and ICT minister, speaks during a memorandum of understanding signing ceremony in Seoul,…
ASML raises 2026 guidance as AI chip demand stays strong
ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued…
Qualcomm announces AI chips to compete with AMD and Nvidia
Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia, which…
Microsoft wants to mainly use its own AI chips in the future
Microsoft Chief Technology Officer and Executive Vice President of Artificial Intelligence Kevin Scott speaks at the Microsoft Briefing…
Alibaba is developing a new AI chip — here’s what we know so far
Key Points The chip is specifically for inferencing rather than training but Alibaba will still use semiconductors from…
South Korea charts one-of-a-kind course in AI race with U.S. and China
Ryu Young-sang, CEO of South Korean telecoms giant SK Telecom, told CNBC that AI is helping telecoms firms…
Intel’s credit rating downgraded by Fitch on demand challenges
The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in…
Market pricing in perfection, warns Verdence CIO
The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is…