TSMC MANUFACTURING
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
AI selloff hits India too: TD Power, HFCL, Sterlite, other power capex-linked stocks crash up to 15%
Indian power capex and AI-linked stocks tumbled as a global technology sell-off spread across markets, with TD Power and Thermax plunging 15% each. Concerns that US midterm election results could slow data centre expansion and AI infrastructure spending triggered sharp losses across Asian technology stocks and domestic market-linked companies.
From Iran to trade, how the US midterms impact the rest of the world
US Democrats' recent midterm election victories could influence global relations, especially concerning Iran and Israel. The potential for a peace deal with Iran seems viable as US voters oppose prolonged conflicts. In Ukraine, Democrats may propose increased financial and military aid, which could face delays. Additionally, Asian countries may reconsider investment pledges to avoid tariffs in light of these outcomes.
Why Intel stock price down today? How the AI memory crunch and weak PC demand hit its forecast, and could the selloff deepen?
Intel (INTC) Stock Crash: Intel shares fell about 29 per cent on Friday after a weak December quarter forecast. Falling PC demand and costlier memory chips are hurting the company, and the selloff has spread to other chip and server stocks.
Intel forecast disappoints as Israel fab blast, PC weakness weigh
The guidance could test confidence in a stock that has more than doubled this year, as investors weigh ongoing manufacturing constraints and soft PC demand against strong demand for its AI server chips and efforts to revive growth through a costly foundry expansion.
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Jensen Huang shares a lesson on networking skills: After multiple failed attempts, Nvidia co-founder's unusual method made TSMC CEO contact him instead
Nvidia co-founder Jensen Huang has revealed how he struggled to contact TSMC founder Morris Chang in the late 1990s when his young company needed a manufacturer for its graphics chips. After repeated phone calls went unanswered, Huang wrote Chang a lengthy letter, eventually receiving an unexpected call that opened the door to a lasting business relationship.
Apple commits up to $100 million for US titanium in domestic manufacturing push
Apple has set a milestone, pledging to invest up to $100 million in titanium over the next three years as part of its American Manufacturing Program. This collaboration with Perryman Company will ensure that 80% of the titanium sourced comes from recycled materials in Pennsylvania. Furthermore, Apple is also strengthening its tie with Qnity Electronics to upgrade its iPhone camera system, showcasing a commitment to advance manufacturing within the US.
ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders
US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the orders because demand from Chinese technology companies far exceeds planned production, the two sources and a third person familiar with the matter said. They requested anonymity because they are not authorised to speak to the media.
Japan’s $21 billion US chip bet raises questions over its own semiconductor revival
Japan has committed to investing $21 billion to establish two semiconductor factories in New York. This deal comes as Japan seeks to support US semiconductor industry growth and strengthen bilateral relations. Experts indicate that these investments may yield limited advantages for Japan's domestic chip manufacturing capabilities. As Japan's debt concerns mount, it plans further investments across various strategic sectors, including AI and chips.
Japan’s $21 billion US chip bet raises questions over its own semiconductor revival
Japan will invest up to $21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries, which is majority-owned by Abu Dhabi's sovereign wealth fund, Mubadala Investment Co.
Samsung to use TSMC technology for Nvidia's next-generation memory chips: Report
Nvidia has asked Samsung, SK Hynix and Micron Technology to use TSMC's process for NVHBM base dies, and sixth-generation DRAM technology for its core dies, the newspaper said, citing industry sources.
US Stock Market: What to led to S&P 500, Nasdaq, Dow Jones, Russell 2000 rebound after historic low despite fall of Nvidia stocks, TSMC shares?
US Stock Market today: Nvidia dipped 1.8 per cent after chip manufacturer TSMC struck a cautious note on 2027 despite reporting a sixth consecutive record quarterly profit on robust AI-driven demand.
US stocks: Dow, S&P 500 end higher as traders shift from AI to healthcare
After a rocky start, the S&P 500 experienced a resurgence, largely spurred by investments in the healthcare and consumer segments. Investors seemed to distance themselves from technology stocks, anxious about mounting debts in the AI sector. Eli Lilly and UnitedHealth rose thanks to favorable evaluations from Deutsche Bank, whereas Broadcom and Nvidia struggled.
S&P 500’s road to 8,000 grows tougher as yields rise, AI doubts mount; all eyes on quarterly earnings
Analysts are doubtful about the S&P 500 crossing the 8,000 points mark despite strong earnings expectations. The rise in oil prices and bond yields has increased market uncertainty ahead of midterm elections. Major technology companies have reported mixed outcomes indicating potential risks for equity investments. Analysts suggest a growing divide in market performance among large and small companies.
Global Market: Asian currencies slide as hot US inflation fuels Fed rate hike bets; won hits two-week low
Emerging Asian currencies weakened as hotter-than-expected US inflation revived Federal Reserve rate hike concerns, boosting the dollar and triggering a sell-off in AI-linked stocks. South Korea's won, Taiwan dollar, Philippine peso and Indonesian rupiah came under pressure amid capital outflows and rising borrowing costs.
TSMC Q3 profit jumps 69% to record, beating expectations
TSMC, the world's largest contract chipmaker, posted a 69% jump in third-quarter net profit on Thursday, beating market forecasts and hitting a record, thanks to soaring global demand for its AI processors.
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom
TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing plans, including major US investments to strengthen semiconductor production capacity.
D-Street's proxy AI trade shines in a bleak year for stocks
India's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artificial intelligence have thrived, attracting investor interest and increased foreign ownership. Companies are investing in the foundational infrastructure for AI, anticipating a fourfold rise in data center capacity by 2029. However, experts warn that lofty valuations could pose risks for future earnings.
India's proxy AI trade shines in a bleak year for stocks
Despite a notable decline in the Nifty 50 index, Indian stocks tied to artificial intelligence have surged impressively. Key players like optical fibre manufacturers and data centre developers are witnessing remarkable gains as foreign investors seize opportunities amid strong demand. However, some analysts express caution over potentially inflated valuations, suggesting this sentiment could influence future investments in these burgeoning sectors.
Global semiconductor stocks sell-off over AI boom worries pulls Asian shares lower
Global equities showed mixed performance, with Asian markets notably declining due to major setbacks in semiconductor stocks. A steep fall in South Korea's Kospi index raised alarms for investors worried about competition from the Chinese behemoth CXMT. Japan faced a downturn as key players like Tokyo Electron and SoftBank struggled.
Hitachi Energy, E2E Networks, Anant Raj, other AI-linked stocks slide up to 5% as global AI rout hits Indian markets
Indian AI- and energy-linked stocks decline as a global technology sell-off deepens, with South Korea’s KOSPI plunging amid intensifying competition in the AI sector. Investors reassess AI valuations following sharp losses in Asian semiconductor stocks.
TSMC expected to report sixth straight quarter of record profit thanks to AI boom
Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) AI chipmaking capacity, as well as its advanced chip packaging technology, CoWoS, remains strong.
ASML, Zeiss say next-generation chipmaking technology may be ready in 10 years
A successor to ASML's most advanced chipmaking machine could be ready in about 10 years, engineers for the company and its optics partner Carl Zeiss said in a peer-reviewed paper.
Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surges
TSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmaker prepares to provide a detailed outlook on earnings, capital spending and AI demand.
Elon Musk rules out wider TSMC role in Texas Terafab, says his companies will build and run facility
Responding to a post on X about ongoing discussions between TSMC and Musk over the chipmaking project, Musk said there should be no doubt that the Terafab would be built and operated by his companies.
Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand
AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity.
AMD hits $1 trillion market cap: Here’s a look at other chip firms in this club
AMD has joined the $1 trillion market-cap club, becoming the fourth US chipmaker to reach the milestone after Nvidia, Broadcom and Micron. The AI boom has pushed up valuations across the semiconductor industry, with several companies crossing the $1 trillion mark this year alone.
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