How are Chinese firms faring as AI and tech reshape global market cap rankings?
China’s state-owned banks and energy majors – once shoulder to shoulder with American firms at the top of…
The AI Chip Rally Pushed SMH Higher. What Investors Should Know Before Buying.
Driven in large part by the hardware demands of artificial intelligence (AI), chip stocks have been going gangbusters…
TSMC set to post 50% quarterly profit jump, extend record earnings on insatiable AI demand
By Wen-Yee Lee and Ben Blanchard TAIPEI, April 16 (Reuters) – TSMC (TSM), the world’s largest manufacturer of…
TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
By Wen-Yee Lee and Ben Blanchard TAIPEI, April 13 (Reuters) – TSMC, the world’s largest manufacturer of advanced…
Taiwan rejects US’s 40% chip supply relocation goal, calls it ‘impossible’
Taiwan has told the US that its plan of relocating nearly 40% of its semiconductor supply chain to…
TSMC Jumps on Strong Q4 as AI Chip Demand Surges
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) performed well and looked ahead. The…
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…