TSMC
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techUS Takes 10% Intel Stake, Forges Chip Alliances With Apple, Nvidia
The US government converts CHIPS Act funding into a 10% Intel stake, pushing Apple and Nvidia to use its fabs to reduce reliance on Taiwan's TSMC.
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techAnthropic Explores Custom AI Chip Production with Samsung
AI developer Anthropic is in preliminary discussions with Samsung Electronics to manufacture a custom chip, signaling a strategic shift to reduce hardware dependency.
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techEtched Exits Stealth with Sohu ASIC, $1B in Contracts for Transformer Inference
Etched has emerged from stealth with its Sohu chip, a transformer-specific AI inference ASIC, backed by $800 million in funding and over $1 billion in customer commitments.
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techTSMC Reports 30% Revenue Surge on Unrelenting AI Chip Demand
The Taiwanese semiconductor giant reported May revenue of $13.2 billion, a 30% year-over-year increase, underscoring its dominance in the global AI infrastructure supply chain.
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financeTaiwanese Investors Amplify AI Stock Rally with Record Margin Debt
Taiwanese retail investors are leveraging borrowed funds to capitalize on TSMC's AI-driven stock surge, escalating margin debt to unprecedented levels.
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financeTech Concentration Hits Historic Levels in US and Emerging Market Indices
Information technology now comprises 38% of the MSCI USA Index and 44% of the MSCI EM Index, driven by AI demand and creating significant concentration risks for global investors.
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techIntel Surges as Trump Announces Apple Manufacturing Partnership
Intel shares jumped 9% after President Trump announced an Apple collaboration for domestic chip manufacturing, backed by significant federal equity investment and strategic reshoring efforts.
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techApple and Intel Forge US Chip Manufacturing Pact Following White House Push
Apple partners with Intel for domestic chip production, reducing TSMC reliance. The deal follows significant federal investment and boosts Intel stock as the company expands its foundry model.