TSMC

TSMC CEO pledges over 30% incentive bump as AI profits soar

This comes after days of online discourse about the company’s quarterly bonuses

TSMC also lacks direct exposure to the memory and storage boom, given its focus on logic chips.

Investors look beyond TSMC as AI boom spreads to new winners

The company now accounts for more than 40% of Taiwan’s Taiex

Sony has previously said it is open to bringing in external investment partners for its chip business, as it highlighted the necessity of investing in manufacturing.

Sony, TSMC plan new Japan joint venture for next-generation image sensors

The partnership will explore opportunities in physical AI applications such as automotive and robotics

TSMC has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and Advanced Micro Devices.

TSMC’s sales grow slowest in months even as AI buildout persists

Analysts, however, expect its June-quarter revenue to grow almost twice as fast

Samsung’s first-quarter profit increased eightfold, with chips responsible for 94% of the record 57.2 trillion won total.

Asia’s tech giants give AI bull run a new centre of gravity

Retail, institutional investors drive record buying, with leveraged bets

Samsung sits at the heart of a transformation that has made Asia a cornerstone of the global AI ecosystem, pairing chipmaking dominance with expanding data infrastructure.

Samsung hits US$1 trillion valuation, joining TSMC in elite club

Just days ago, the South Korean company’s semiconductor arm brought in historic profit over the March quarter

Apple prefers to have at least two suppliers for any major component, giving it leverage in pricing negotiations and protection from supplier disruptions.

Apple explores using Intel and Samsung to build main device chips in the US

The latest iPhones and Macs use what is known as the 3-nanometre fabrication node

In South Korea, major chip manufacturers  have shifted more towards high-bandwidth memory chip production, used most in data centres and AI accelerators.

Chinese firms struggle to catch up with South Korea, Taiwan leaders in AI chips, say analysts

Less-robust internal supply chains and US restrictions on China seen as holding down progress 

Asia has cemented its central place in the world’s economy as AI develops and spreads, even amid concerns over the impact of tariffs and the Iran war.

AI chip surge elevates Taiwan, South Korea in global equity rankings

The tech-heavy Asian markets have shot past Germany and France in the past seven months