TSMC and Sony are planning to form a joint venture to build next-generation image sensors https://t.co/1EspYyw2wo ...

US prosecutors are said to suspect a Thai AI company of helping smuggle Nvidia chips to China, with Alibaba one of multiple end customers https://t.co/ObCSNeJ1xa ...

TSMC reported a 17.5% increase in its sales, highlighting sustained spending by hyperscalers bankrolling the AI boom https://t.co/u8tXwEJVv0 ...

Baidu’s chip unit Kunlunxin is planning an IPO on Shanghai’s Nasdaq-style bourse in addition to a separate listing plan in Hong Kong as the Chinese search engine giant looks to taps investor appetite for semiconductor stocks https://t.co/XMx9RrQF1N ...

South Korea’s current-account surplus surged to another record in March, driven by a surge in semiconductor exports and stronger shipments across Asia and the US https://t.co/BlvFDuvJ5A ...

So it seems like there's a few different plays here, right. Obviously the the capex and semiboom is one area to play in, but if we do get, you know, some relief in the straight, does that lead you to buy Europe or Asia or travel names instead. >> Well, I think certainly the breakthrough potentially that we're hoping for to have in the Middle East should lift consumer sentiment, should lift consumer discretionary.you were just talking about some of the impacts that the war had on parts of the consumer discre ...

ASML doesn't make chips. It makes machines that make chips and offers tech that no other company has been able to recreate. Lithography is a process that directs light through a series of mirrors, lenses, and a special blueprint to transfer patterns onto silicon wafers, essentially shrinking chip designs down to sizes invisible to the human eye and creating the electrical pathways that give a chip its function.All of the manufacturers of the most advanced chips in the world, whether they say it publicly or ...

Good morning. It is Thursday, May the seventh. Here's what's on the agenda.Iran and the U.S. weigh a potential deal again. Let's get show report with the war impact in focus. And chip designer arm disappoints as the broader rally powers on.Let's check in on some key markets then, Tom, and where we are after what has been an incredible 24 hours in markets. The Brent oil price has certainly been on its own journey. We were at 127128 before we got those news lines out on the one page actual report of yesterday ...

9 a. m. in Shanghai, Shenzhen, and here in Hong Kong, you're watching the China show.I'm Yvonne Man with David English. Good morning. We're counting down to the opening of markets in Greater China.Let's get to our top stories today. Stocks across the Asia Pacific climbing. We're looking at new highs now led by this reopened in Japan.Oil prices holding on to declines on hopes the U.S. and Iran are nearing a deal to end the war. President Trump says an agreement could be reached before his high stakes meeting ...

South Korea’s equity market has overtaken Canada’s as the world’s seventh largest, propelled by insatiable demand for chips powering artificial intelligence https://t.co/WubhH6Sb15 ...