Nvidia considers expanding production in China after Trump allows exports of H200 AI chips. Strong Chinese demand may lead to new capacity.
Taiwan President Lai Ching-te on Friday inaugurated a new cloud computing center in Tainan, aiming to strengthen the country's AI and high-performance computing
TOKYO--(BUSINESS WIRE)--Asahi Kasei received a 2025 TSMC Excellent Performance Award for “Excellent Technology Development and Production Support.".
Intel Corp (NASDAQ: INTC) tested chipmaking tools this year from ACM Research Inc (NASDAQ: ACMR), despite U.S. sanctions concerns.
Banco BTG Pactual S.A. trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 65.9% during the undefined quarter, according to its most recent disclosure with
Alphabet might start selling its in-house chips. Taiwan Semiconductor is a key provider of GPUs.
7G Capital Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 37.5% during the undefined quarter, according to the company in its most re
Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM - Get Free Report) have earned a consensus recommendation of "Buy" from the seven analysts that are currently covering the firm, Ma
As markets head toward year-end, the semiconductor sector continues to outpace broader indexes, powered by surging AI demand and a strong rally off November's V-shaped bottom. In a recent conversation
Stock News Oracle sinks, ripples across AI trade: Oracle (ORCL) fell about 11% after a revenue miss and heavier AI capex drove negative free cash flow, pressuri
IBN, TSM and MELI stand out as emerging-market plays as stronger growth, cheaper valuations and sector tailwinds set the stage for 2026 momentum.

First Look: Fed Cut, Oracle Miss, AI/Media M&A

07:38am, Thursday, 11'th Dec 2025
Stock News Fed delivers third 2025 cut: The Federal Reserve lowered the funds rate by 25 bps to 3.50%-3.75% in a split vote, signaled just one cut in 2026, and
Berkshire Capital Holdings Inc. lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 72.9% in the second quarter, according to its most recent Form 13F filing with the
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM - Get Free Report) was the recipient of unusually large options trading activity on Wednesday. Traders acquired 713,556 call options on the c
TSMC's financials are improving rapidly, driven by AI demand. Increasing adoption of advanced nodes and advanced packaging has caused even customers' customers to approach the company.
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