The bullish chorus on TSMC is growing even louder as a stock rally takes it near the $1-trillion market value milestone.
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Nvidia shares jumped 5.9% to US$1 005 in extended trade, peaking above the psychologically important $1 000 mark.
If China invades Taiwan, ASML and TSMC have ways to disable the world’s most sophisticated chip-making machines.
Apple is developing its own chip to run AI software in data centres, the Wall Street Journal reported on Monday.
Intel forecast second-quarter revenue and profit below market estimates, sending its shares tumbling.
Intel has become the first company to assemble one of ASML’s new “High NA EUV” lithography machines.
The earthquake has endangered production at TSMC, the world’s largest maker of advanced chips.
In a major blow, Intel has disclosed deepening operating losses for its foundry business.
The US has neither the workforce capability nor the regulatory regime to keep up in the semiconductor race.
China could improve chip production techniques despite US efforts to halt its progress.