TSMC

  • ASM trims 2025 guidance, setting out long-term growth plans

  • Nvidia’s $5B stake won’t fix Intel’s biggest headache, which is manufacturing losses

  • China tests first homegrown tools for AI chipmaking

  • Intel Corporation reduces its full-year expense target

  • Nvidia’s TSMC sees 34% revenue surge in August on strong AI chip demand

  • OpenAI forecasts $115 billion business spend on AI rollout by 2029

  • OpenAI to debut its first AI chip with Broadcom next year

  • Trump vows tariffs on semiconductor imports

  • China targets U.S. fiber as trade retaliations heat up

  • US tightens grip on TSMC over China shipments

  • Trump’s $9B investment won’t fix Intel’s real problem

  • Nvidia CEO visits Taiwan to meet TSMC as US-China chip fight escalates

  • AI surge is pushing Taiwan back into the nuclear race

  • The US government is considering stake in other chip firms after Intel deal

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  • Bessent says U.S. investment in Intel is aimed at stabilizing the chipmaker

  • Nvidia partner Foxconn reports strong surge in AI server sales

  • Increasing demand for AI powers 26% surge in TSMC July sales

  • Goldman Sachs raises Nvidia price target ahead of earnings on August 27

  • Intel’s 18A plan to challenge Taiwan’s TSMC and domestic rivals hits another roadblock

  • TSMC initiates legal action as potential trade leak gets exposed

  • SoftBank ramps up AI bet with $3b Nvidia stake

  • Samsung’s $16.5 billion chip deal with Tesla reignites investor confidence