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TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.

Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

TAIPEI, Aug 14 (Reuters) - Taiwan's tech-reliant economy is expected to grow at its fastest pace in nearly four decades this year, the statistics agency said on Friday, upgrading its forecast due to

Sony Group has agreed to form a joint venture with Taiwan Semiconductor Manufacturing Co. to produce next-generation image sensors for smartphones.

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

Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew ​Heavens)

With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts said.

Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been

(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionair

By Alexandra Alper WASHINGTON, Aug 10 (Reuters) - Republican Congressman John Moolenaar, who leads the House Select Committee on China, called on the Trump administration to make sure chip

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday’s unexpectedly weak US employment report.Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaChina Unleashes $28 Trillion Capital Markets to Challenge US in AIGlobal Stock Rally Extends, Oil Advances on Iran: Markets WrapIran Says Hormuz Deal

Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early ‌as 2029 in ⁠southern Japan's Kumamoto prefecture, the paper said. The two tech giants said ⁠in May they planned to form a joint venture in Japan to develop and ​manufacture next-generation ​image sensors, combining ​Sony's sensor design expertise ‌with TSMC's manufacturing and process technology strengths.

Tenaris (NYSE:TS) reported second-quarter sales of $3 billion, down 4% from both a year earlier and the prior quarter, as shipping disruptions in the Middle East delayed deliveries to customers in Iraq, Kuwait and Qatar. Investor Relations Officer Giovanni Sardagna said the effective closure of the

(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

Pinnacle West Capital (NYSE:PNW) reported second-quarter 2026 earnings of $1.43 per share, down $0.15 from the same period a year earlier, as higher interest expense, depreciation and amortization, and lower transmission revenue more than offset strong weather-driven demand and customer growth. Chi

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Moby summary of Pinnacle West Capital Corporation's Q2 2026 earnings call

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

Cathie Wood Bets Big on SpaceX as She Adds Millions to Tesla and CoreWeave

The chip foundry giant is back at a milestone valuation with a market-average multiple attached. That combination deserves a closer look.

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 ...

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

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 ...

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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(Bloomberg) -- Artificial-intelligence server maker Quanta Computer Inc. is seeking to raise as much as $2.19 billion from a sale of global depositary shares, in an offering that may be the biggest Taiwanese stock sale in 19 years. Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterChip Rout