TSMC
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financeMichael Burry Warns Nvidia Faces Risks from Distorted Demand and Looming Bullwhip Effect
Investor Michael Burry warns Nvidia's revenue growth relies on a small group of hyperscalers, citing concentration risk and a possible bullwhip effect.
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financeTaiwan Surpasses India in Market Value as AI Chip Boom Drives Rally
Taiwan's stock market capitalization hits $4.95 trillion, overtaking India and becoming the world's fifth-largest equity market.
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techSK Hynix Embeds Cooling Directly Into Memory Chips With iHBM
SK Hynix unveils iHBM, integrating cooling elements inside HBM packages to cut thermal resistance by over 30%.
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techNvidia CEO Jensen Huang Arrives in Taiwan for Key GTC Taipei Address
Jensen Huang arrives in Taiwan to keynote GTC Taipei 2026, highlighting Nvidia's ties to the semiconductor supply chain.
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worldTrump Plans Taiwan Arms Sale Call, Risks Beijing Backlash
President Trump plans to discuss a $14 billion weapons sale with Taiwan's president, risking China's anger.
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worldTaiwan Open to Trump-Lai Call, Raising Geopolitical Stakes for Crypto
Taiwan welcomes a potential phone call between President Lai Ching-te and President Trump, a move that could reshape US-China relations and impact global markets, including crypto.
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worldTaiwan Targets Alleged Scheme to Smuggle Nvidia AI Chips to China
Prosecutors seek detention of three individuals for forging export documents to ship restricted Nvidia AI chips and GPU servers to China.
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techASML CEO Says Starlink Is a Major New Engine for Chip Demand
ASML CEO highlights SpaceX's Starlink satellite network as a growing driver of semiconductor demand, beyond AI and smartphones.