But some investors say the sell-off may offer an opportunity to buy the dip THE unravelling of the AI trade after the US midterm elections is forcing investors to rethink their Asia playbook, reviving demand for out-of-favour Chinese and Indian…
The chipmaker's early-stage memory plans point to a long-term bet, not a quick fix for the AI-driven shortage TSMC has reportedly begun internal planning to manufacture advanced 3D DRAM memory chips at the request of Nvidia, one of its biggest customers.
Foundry Giant Studies Memory Entry as Nvidia Seeks to Diversify Supply After Foundry and Advanced Packaging, Memory Could Bring New Rival to Korean Chipmakers TSMC, the world's largest contract chipmaker, is studying plans to produce 3D DRAM, a next-generation memory technology,…
■AI PRISM [CEO News] Taoyuan Union Demands 15% of Operating Profit Won Weakens 14.5 Won to 1,356.6 Against Dollar Doosan Commits 550 Billion Won to Changshu CCL Line ■ Currency Shock: After a "blue wave" materialized in the U.S. midterm elections with Democrats taking…
Taiwan Semiconductor Manufacturing Co. is reportedly considering producing advanced memory chips as a severe chip shortage squeezes margins at some of the world's largest device makers and pushes up prices for products ranging from Apple's iPhones to Sony's PlayStation consoles.
Nov 6 (Reuters) - Taiwan Semiconductor Manufacturing Co is considering expanding into advanced memory chip production, in a move that would allow it to capture a larger share of the AI hardware market, The Information reported on Friday. The company recently started…
Published on 11/06/2026 at 09:50 am EST CoreWeave Slides on Debt; TSMC Moves on Outlook | Stock Movers October 15, 2026 at 11:39 am EDT What could shake TSMC? AI boosts Taiwan's exports, overshadowed by geopolitical risks
November 06, 2026 05:53 ET | Source: ITIC ITIC “I see considerable scope for Taiwan and the UK to complement one another in the industries of the next generation,” Yu said. For British innovators, the proposed corridor offers a route to explore the industrial…
The Quantum Insider ITIC Develops Taiwan-UK Partnership to Support Deep Tech Businesses - Taiwan’s Industrial Technology Investment Corporation (ITIC), led by President Karen Yu, is developing a Taiwan–UK deep tech innovation corridor to connect British research with Taiwan’s engineering, manufacturing…
It took just a few hours long for the AI unwind to go from a Wall Street problem to an Asian government problem. We saw it coming. At 9:06pm ET on Thursday, hours before the official announcements, we tweeted that Taipei…
Taiwan's place in the AI boom: TSMC and its customers, the risk of conflict, US pressure to move production, chip tariffs and the Pax Silica alliance.
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