#Semiconductors

ASML market cap reaches $500 billion as TSMC plans to spend more on advanced chip production. Explore the dynamics of the semiconductor equipment monopoly.

TSMC plans a record capital expenditure of up to $56 billion for 2026. The investment aims to boost production capacity for AI and HPC chips in the US and Taiwan.

TSMC reports a record net profit in 2025, surging 46% due to the AI chip boom. Discover how the world's leading chipmaker is shaping the global tech economy.

TSMC reported a 35% surge in Q4 2025 profit, hitting a fresh record of NT$505.74 billion driven by strong AI chip demand from Nvidia and AMD.

Beijing is drafting rules to limit purchases of Nvidia H200 chips as of Jan 15, 2026. Discover how this impacts the US-China AI rivalry and domestic chip growth.

OpenAI partners with Cerebras to add 750MW of high-speed AI compute, reducing inference latency for ChatGPT and real-time AI workloads.

President Trump's approval of Nvidia H200 sales to China has triggered national security concerns. Analysts view it as a 'Trojan horse' to maintain Chinese tech dependency.

Alibaba and JPMorgan join as cornerstone investors for Montage Technology's $900 million Hong Kong IPO, showcasing strong demand for AI chip infrastructure.

Samsung Electronics expects its Q4 2025 operating profit to reach 20 trillion won, tripling year-over-year. Learn how memory shortages are driving record profits.

Samsung Electronics' Q4 2025 profit more than tripled as AI-driven demand led to a memory chip shortage and higher prices. Stock soared 30% in one month.

Shanghai unveils a massive 70 billion yuan investment in Pudong, targeting AI, chips, and aviation to bolster domestic innovation amid the US-China tech race.

Nvidia CEO Jensen Huang announced the start of H200 chip production for China at CES 2026. The company is now awaiting critical export approvals from both US and Chinese authorities.