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…
AI boom drowns out war fears to fuel Asia’s great market divide
Asia’s markets are behaving as though two different worlds exist at once. In South and Southeast Asia, higher…
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…
Tech war: China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips
“The US’ inconsistent stance on advanced chips – alternating between limited easing and renewed pressure – has left…
Emerging Assets Rise as Mideast Deal Impact Adds to AI Frenzy
(Bloomberg) — Emerging markets rose as the latest surge in the Asian tech sector coincided with the impact…