Apple’s New Foldable iPhone Could Cost $2,000, Citi Says: TSMC, Amphenol Among Stocks To Watch
Apple’s initial foldable iPhone production is reportedly limited to a “few hundred” units a day due to strict…
TSMC’s second-quarter profit seen hitting record on AI boom
By Wen-Yee Lee and Ben Blanchard TAIPEI, July 16 (Reuters) – TSMC, the world’s largest manufacturer of advanced…
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…
Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
(Bloomberg) — Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker…
AI-Led Rally in Asia Stocks Masks Deeper Damage from Iran War
(Bloomberg) — Asia’s artificial intelligence-fueled rally is masking signs of strain, with gains in tech names overshadowing the…
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…
Alibaba and ByteDance Want Nvidia New Chip. Supply Is the Next Question
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) told Chinese clients that it may expand production of its…