TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
Its the first week of earnings, and it's already a busy one. TSMC started this season’s earnings with a strong result. Shares rallied immensely on...
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U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
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Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
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Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
465 Views
Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung
Smartphone demand remains slow. Nvidia and Qualcomm AI PC chips launched mid 2025. Nvidia allocation of TSMC CoWoS remains at 60% in 2025, capacity...
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