Taiwan should pay the US for its defence, US presidential candidate Donald Trump said, sending shares of TSMC down.
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TSMC’s shares jumped as much as 4.5% in Taipei on Monday, extending its rally this year to more than 75%.
Nvidia has entered correction territory after it extended a sharp recent selloff.
The bullish chorus on TSMC is growing even louder as a stock rally takes it near the $1-trillion market value milestone.
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.