Tag
#AI chips
TSMC adds $100bn to U.S. spending plan, lifts Arizona bet
TSMC U.S. spending plan jumped to $265bn as second-quarter profit rose 77.4 per cent, underscoring how AI demand is still driving fab capex.
TSMC’s June revenue surge sets the tone for AI chip earnings
TSMC June revenue rose 67.9 per cent to NT$442.68 billion, giving investors an early read on AI chip demand and packaging constraints.
DeepSeek AI chip push hits Nvidia, sharpens China race
DeepSeek AI chip plans pushed Nvidia shares lower and signalled that China's top model builders are moving faster toward domestic silicon.
South Korea stock market tops India as chip rally hits $5tn
South Korea stock market value reached $5.01 trillion as chip heavyweights lifted Korea past India in the global equity rankings.
Anthropic's NSA deal puts a state bid under scarce AI chips
Anthropic's NSA deal and a $9 billion U.S. chip push suggest scarce AI compute is becoming a state-backed demand floor for frontier labs.
Anthropic-Microsoft AI chip talks test Nvidia's grip on compute
Anthropic Microsoft AI chip talks show leading model labs are turning compute buying into leverage, pressuring Nvidia and giving Azure a fresh opening.
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
Trump's China summit drags Taiwan chip risk into the AI trade
Trump advisers' warning on Taiwan matters for markets because TSMC still anchors the advanced-chip capacity behind the AI trade despite US reshoring.
