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Tag: TSMC

Asia’s Response to ‘Nvidia Effect’ May Surprise You

Avatar photo Alex Frew McMillan on August 27, 2026

TSMC chip

It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.

Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.

Avatar photo Alex Frew McMillan on July 16, 2026

TSMC

Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.

What Can We Expect as Asia’s Largest Company Readies Earnings?

Avatar photo Alex Frew McMillan on July 14, 2026

TSMC fab

Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.

Alibaba Pushes Back on U.S. Punishment as Stock Dips

Avatar photo Alex Frew McMillan on June 9, 2026

China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.

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