TSMC

  • Intel’s top AI boss exits after just 6 months to join OpenAI’s compute push

  • TSMC’s October revenue up 16.9%, slowest growth since Feb 2024

  • TSMC fab in Taiwan expands 3 nm output to 160K wafers/month to meet Nvidia needs

  • Taiwan exports soar 49.7% on record-breaking AI demand

  • SoftBank targets real revenue through OpenAI deals in corporate Japan

  • Firms start to insist on semiconductors outside the China, Taiwan supply chain

  • Intel’s Lip-Bu shares plans to get back on top… again

  • Foxconn unveils $1.37 billion AI supercomputing power move

  • Intel’s core business is still failing despite receiving billions in Nvidia and US government investments

  • Taiwan chipmakers question government’s green energy plans

  • Intel surges on $18 billion stake deals that boost cash and defy dilution logic

  • TSMC profit surges by 39% to new record again on monster AI chip demand

  • ASML set to benefit from AI data center surge ahead of Q3 report

  • Bitcoin at $120K or end of bull market? 5 things to know this week

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  • Taiwan’s chipmakers unbothered by China’s latest rare earths curbs

  • TSMC supplier MKS rides the AI demand wave, abandoning $1B chemical unit

  • China bans Canadian firm for exposing Huawei’s foreign chip tech use

  • TSMC sales soar 30% on surging AI chip demand

  • OpenAI’s Altman seeks international funding for infrastructure expansion

  • Huawei Technologies now relies on foreign components to build chips

  • Taiwan pushes back against US 50-50 chip-sharing proposal

  • Investors are now hunting AI gains in overlooked chip equipment stocks