TSMC
Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish Gunwani
Indian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from emerging markets like India. Foreign institutional investor flows are expected to remain subdued unless the AI theme slows or India implements significant structural reforms. Bandhan AMC is investing in manufacturing exporters and metals. The IT sector faces a long-term slowdown.
Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs
Morgan Stanley predicts that as AI evolves towards autonomous action, demand will shift towards CPUs and memory, reshaping data center buildouts. This transition is expected to drive significant growth in the data center CPU market, expanding AI investment beyond GPUs to a wider range of chipmakers and memory suppliers.
Axiro will scale fabless chip business in phases: CG Power chairman
Axiro Semiconductor, a CG Power subsidiary, is expanding its fabless chip business, initially targeting connectivity, satellite communication, and industrial applications. Axiro is already shipping millions of chips every month and has built a portfolio of around 200 commercialised chips over the past decade, Axiro’s chief executive, Naveen Yanduru said.
TSMC to expand 3nm chip production in Taiwan, US and Japan as AI demand surges
TSMC is significantly boosting its 3-nanometer chip production worldwide. This expansion is driven by a surge in demand for artificial intelligence. New facilities are being built and upgraded in Taiwan, the United States, and Japan. This move aims to solidify TSMC's leading position in the crucial AI chip market. The company anticipates substantial sales growth in the coming years.
TSMC expects its 2026 sales to grow more than 30%
Taiwan Semiconductor Manufacturing Co. expects significant growth in 2026. Strong demand for artificial intelligence applications will drive sales up by more than 30 percent. The company is investing heavily in advanced chip manufacturing. This strategic move aims to solidify its leading position in the global market. TSMC's outlook reflects confidence in the burgeoning AI sector.
Global Markets | South Korean shares hit highest since late February, chipmakers jump
South Korean stock markets surged on Thursday, reaching their highest point since late February. This rally was fueled by optimism surrounding a potential U.S.-Iran deal to end the war. Strong earnings from Taiwanese chipmaker TSMC also propelled South Korean chipmakers like Samsung Electronics and SK Hynix higher. The benchmark KOSPI index saw a significant increase, reflecting positive investor sentiment.
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AI demand drives chipmaker TSMC's net profit to fresh record
Governments and tech giants are pouring hundreds of billions of dollars into building new data centres that can run and train AI tools such as chatbots, image generators and agents that can execute tasks. TSMC said its net profit for the first quarter of 2026 rose a whopping 58.3% from a year ago to NT$572.5 billion ($18 billion).
TSMC set to post 50% quarterly profit jump, extend record earnings on insatiable AI demand
TSMC set to post 50% quarterly profit jump, extend record earnings on insatiable AI demand. Demand for Taiwan Semiconductor Manufacturing Co's 3-nanometre technology to produce AI chips and its advanced packaging technology continues to outstrip the firm's current production capacity, according to analysts.
ASML investors bet on 'picks and shovels' of AI revolution
Analysts expect a strong quarter and see scope for ASML to raise its 2026 sales outlook, as memory-chip makers expand capacity to meet AI-driven demand. Core challenges include whether ASML can keep up with demand for its chip-making tools, which can take more than a year to build, and whether potential new restrictions on exports to China could curb growth.
TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
On Thursday, TSMC is expected to report a net profit of $17.1 billion for the quarter, according to an LSEG SmartEstimate compiled from 19 analysts. The war in the Middle East threatens to disrupt the supply of production materials for semiconductors such as helium and neon, but TSMC is seen as well-placed to weather the crisis.
TSMC's Q1 revenue jumps 35% YoY, beats market forecasts
TSMC will report full first-quarter earnings on April 16, including an updated outlook for the current quarter and the full year. The company, whose customers include Nvidia, has been a major beneficiary of advances in AI, which has more than offset a tapering-off in pandemic-led demand for chips used in consumer electronics like tablets.
Apple's clever trick may shield iPhone 18 customers from price hike
Amid rising component costs and memory price hikes, Apple is reportedly absorbing higher expenses for the upcoming iPhone 18 series to keep retail prices stable. The strategy involves securing large quantities of mobile DRAM at premium rates, potentially impacting competitors while protecting consumer pricing.
China targets Taiwan's chip prowess to evade global 'containment', Taipei government says
Taiwan, which China claims as its own territory, frequently reports busting networks of Chinese firms illegally trying to poach semiconductor and high-tech talent, and has strict laws to prevent the most advanced technologies from going to China. In a report to lawmakers, Taiwan's National Security Bureau said that China is attempting to "lure" Taiwan's high-tech industries, including AI and semiconductors, to establish or retain operations in China.
Foxconn first-quarter revenue jumps 30% year-on-year fuelled by strong AI-related demand
Taiwan's Foxconn, a major electronics maker and Nvidia's top server supplier, announced a significant revenue increase. First-quarter earnings saw a 29.7% rise compared to last year. This growth was driven by robust demand for AI-related products. The company's revenue for January to March reached T$2.13 trillion. This performance exceeded analyst expectations, highlighting strong market interest.
Samsung Electronics likely to report surge in quarterly profit to record level
Samsung Electronics is expected to book a six-fold jump in operating profit for January-March - a quarterly record and just shy of what it earned for all of the past business year. Samsung is projected to flag on Tuesday a profit of 40.5 trillion won ($26.9 billion) on a 50% climb in revenue, according to an LSEG SmartEstimate drawn from 29 analysts.
TSMC plans 3-nanometre chip production launch in Japan in 2028
In February, TSMC CEO CC Wei said the company plans to mass-produce advanced 3-nanometre chips at its second fabrication plant in Japan, during a meeting with Japan's Prime Minister Sanae Takaichi. Under the revised plan, its second chip-making plant in Japan will have a monthly production capacity of 15,000 12-inch wafers through advanced 3-nanometre process technology, the filing said on Tuesday.
AI boom strains Taiwan's SMC capacity, opens door for Samsung in chip race
A surge in global artificial intelligence (AI) demand is straining Taiwan Semiconductor Manufacturing Company (TSMC)'s production capacity, creating a rare window of opportunity for Samsung Electronics to gain ground in the advanced chip race, reports Korea Herald.
India’s semiconductor dream: The stars may finally be aligning
To succeed in semiconductors, India needs to cultivate a distinct semiconductor identity—one that combines world-class design talent with packaging scale, specialty manufacturing, advanced integration, and disciplined industrial clusters.
Looking for top-performing fund of FY26? Nippon India Taiwan Equity Fund wins crown with 171%+ return
Nippon India Taiwan Equity Fund emerged as the top-performing mutual fund of FY26, delivering over 171% returns, driven by a strong semiconductor and AI-led rally. Experts caution against chasing past performance, advising investors to treat it as a high-risk satellite allocation within a diversified global portfolio.
Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
Apple is significantly boosting its US manufacturing efforts. The tech giant is investing $400 million by 2030 to bring production of vital components like sensors and integrated circuits back home. New partners Bosch, Cirrus Logic, TDK, and Qnity Electronics will join this ambitious plan.
Broadcom flags supply constraints, says TSMC capacity a bottleneck
The Taiwanese firm, the world's main producer of advanced AI chips, said in January that capacity was tight, as the boom in AI infrastructure buildout has soaked up much of its advanced production lines.
Terafab: Elon Musk’s massive factory will build AI chips for cars, robots, space projects
This "advanced technology fab" aims to produce one terawatt of computing power annually, focussing on custom AI chips for Tesla's vehicles, robotaxis, Optimus robots, SpaceX satellites, and xAI models.
Musk says SpaceX and Tesla to build advanced chip factories in Austin
The comments followed Musk's announcement a day earlier of plans to build "Terafab," an advanced AI chip complex in Austin.
Elon Musk launches 'Terafab' project to make own AI chips
Elon Musk announced Saturday a plan to make chips for artificial intelligence, robotics and data centers in space, in the latest bold project by the world's richest person. Eventually, the project aims to make chips to support 100 to 200 gigawatts of computing power on Earth, and a terawatt in space.
Exclusive: AI boom due for correction, strongest firms will endure: First Round Capital cofounder Howard Morgan
In venture investing there are two ways to make money—buy low and sell high, or buy high and sell higher. In a bubble, everybody thinks buy high, sell higher works forever. But that only works inside the bubble. As soon as the bubble bursts, you go back to needing to buy low. That’s why I push discipline at B Capital, Morgan told ET in an exclusive interview.
Infineon executive urges Europe to build larger, automated fabs
European chipmakers face intense competition from China in power and analog chips. An Infineon executive urges investment in larger, automated 300mm wafer fabs to boost competitiveness. Europe must scale up and consolidate operations to increase efficiency and counter rising labor costs. Existing profitable plants remain crucial for global standing. The EU aims to increase its chip production share by 2030.
Iran war chokepoints begin to cast doubt on global chip supply
The ongoing Middle East conflict poses significant risks to the global semiconductor industry. Taiwan, a crucial hub for chipmaking, faces potential disruptions to vital supplies like helium and sulfur. Increased power costs are also a concern. This could impact the production of advanced AI chips and other essential components, affecting industries from tech to automotive.
Musk says Tesla's 'gigantic' chip fab project to launch in seven days
Tesla is designing its fifth-generation AI chip to power its autonomous ambitions, and Musk at the company's annual meeting last year laid out potential manufacturing plans.
TSMC rides AI wave to net nearly 70% of global foundry market in 2025
Taiwan Semiconductor Manufacturing Co (TSMC) saw its share of the global foundry market rise to almost 70 per cent in 2025 amid booming demand for artificial intelligence. Focus Taiwan, quoting the market information advisory firm TrendForce Corp, said that the contract chipmaker posted USD 122.54 billion in sales, up 36.1 per cent from a year earlier, accounting for 69.9 per cent of the global market. Its share was up from 64.4 per cent in 2024."
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