TSMC

Customers have made a flurry of commitments to adopt ASML’s next generation of US$400 million High NA tools.

ASML extends chipmaking dominance as customers embrace High NA

Customer commitments suggest Europe’s most valuable company can continue its dominance in chip-printing lithography machines into the 2030s

2026-09-14T07:52:21.000Z

FuriosaAI co-founder and CEO June Paik with a Furiosa RNGD card. The South Korean firm, founded in 2017, is one of the few startups in Asia to have secured production for its advanced AI chips.

Global Enterprise

What’s stopping Asia’s chipmakers from taking on Nvidia? The answer lies in this bottleneck

Foundry access is just one constraint that startups are facing

2026-08-16T08:41:00.000Z

TSMC and Sony Semiconductor Solutions are eyeing demand for AI-wielding robots and self-driving cars, which are expected to require more sensors to function.

Companies & Markets

Sony, TSMC to invest US$6.4 billion in Japanese sensor plant: source

The two firms are seeking to begin production in 2029; no time frame is given for the investment under discussion

2026-08-10T06:56:03.000Z

TSMC’s aggressive capital spending and soaring profit margins have made it a barometer of demand in the global semiconductor industry.

Telcos, Media & Tech

TSMC expects ‘strong, multi-year’ demand for AI chips as it ramps up Arizona investment

It is planning to build more factories in the US and Taiwan

2026-07-20T01:09:00.000Z

TSMC, a bellwether for AI chip demand, posted a 77 per cent jump in second-quarter profit to a record high of T$706.6 billion (US$22 billion).

Telcos, Media & Tech

TSMC to invest another US$100 billion in US as Q2 profit blows past forecasts

TSMC also raised its forecast for capital spending by up to 14% for this year

2026-07-16T12:46:37.000Z

The main chipmaker for Nvidia and Apple is regarded as a gauge of the global AI infrastructure buildout.

Companies & Markets

TSMC sales surge 36% in fresh sign of AI spending momentum

Revenue for the three months ended June totalled NT$1.27 trillion (US$39.6 billion)

2026-07-13T07:28:05.000Z

Betting on SK Hynix has been difficult for the majority of US investors, as owning the Seoul-listed shares means off-hours trading or buying unsponsored ADRs.

Companies & Markets

SK Hynix seeks access to AI investors in US$29 billion Nasdaq listing

THIS week’s US$29 billion US stock-market listing for SK Hynix may be the biggest-ever first-time share sale by a foreign company, but it is not just about raising cash. It is also about competing in the hottest corner of the global stock market – memory chips used in artificial intelligence computing.

2026-07-05T14:19:57.000Z