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Find insight on TSMC, UMC , Vitrox and more in the latest Market Talks covering technology, media and telecom.

Apple (AAPL) reported the type of quarter that should have sent its stock price skyrocketing. Revenue rose 16% from a year earlier to $109 billion, while profit increased 26% to $29 billion. iPhone sales jumped 22%, Mac revenue climbed 25%, and the iPhone 17 produced the biggest product launch in ...

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Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.

Intel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h

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Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday ‌that its board approved an expansion ‌plan, including additional cleanroom capacity at its Singapore facility and ​a new fab building at its flagship Tainan campus in Taiwan, to meet growing AI-driven demand. The plan will be executed in phases, enabling ‌UMC to remain ⁠ocused on capital discipline while flexibly deploying capacity to fulfill customer demand. As a result, 2026 capital expenditure budget will be revised upward to US$2 billion,” said CEO ​Jason Wang.

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Taiwan Semiconductor Manufacturing Co, the world's largest ‌contract chipmaker, said late ‌on Tuesday it had begun gradually resuming ​operations at its Japan Advanced Semiconductor Manufacturing (JASM) plant in Japan's Kumamoto prefecture after a strong earthquake prompted ‌the precautionary evacuation ⁠of workers. The company said all personnel at the Japan site were confirmed ​safe after ​being evacuated ​in accordance with ‌internal safety procedures. JASM's construction site was ‌unaffected, TSMC said, adding ​that parts ​of the construction work had been suspended as a safety ​precaution because ‌there could still be occasional ​aftershocks.

Cadence Design Systems stock jumped Tuesday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Cadence lifted its full-year guidance for adjusted earnings per share to between $8.05 and $8.15, up from a previous range of $7.85 to $7.95.

Rescue operations were under way at a shopping mall after a strong earthquake struck southern Japan.

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi

Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Chip makers like Nvidia and Taiwan Semiconductor Manufacturing use Cadence’s software as part of their design process, and semiconductor demand has been one of the stories of the market in 2026.

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Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.

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TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

Amkor Technology said on Thursday it had entered a multi-year agreement ‌with Nvidia worth $1.5 billion to expand ‌advanced semiconductor packaging and test capacity in the U.S., as ​the chip industry races to build out AI infrastructure. • ⁠Under the agreement, Nvidia will make a prepayment to support the expansion ⁠of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop ​packaging and ​testing technologies for Nvidia's ​AI and accelerated-computing ‌platforms, focusing on combining different types of chips in a single package.

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(Bloomberg) -- One of the world’s most enticing arbitrage opportunities will remain off limits.Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesSK Hynix Inc. has capped the amount of its South Korea-listed

Earnings must support soaring expectations around the chipmaker's turnaround

A major revelation from foundry giant TSMC suggests Intel could deliver stronger-than-expected results and guidance.

TSMC stock jumped on a report that the semiconductor manufacturing giant is planning to raise prices in 2027.

TSMC, the world's largest contract chipmaker, plans to raise chipmaking prices ‌by up to 10% from 2027 ‌to offset rising costs for materials, manufacturing equipment and ​overseas plant construction, Nikkei Asia reported on Tuesday, citing multiple sources. • Negotiations began in June ​and concluded ​in July, with new ​pricing set to ‌take effect at the start of 2027, Nikkei said. • TSMC does not comment on pricing, a company spokesperson said when contacted by Reuters.

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra