TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...
CEIP study: 87 of the top 100 Chinese AI researchers who were working in the US in 2019 are still doing research at US universities or companies in 2025
Although some Silicon Valley executives paint China as the enemy, Chinese brains continue to play a major role in U.S. research.
A look at Tsinghua University, which leads China's AI innovation, with 4,986 AI patents between 2005 and 2024, alumni behind startups like DeepSeek, and more
this university might be winning the AI race, and you've probably never heard of it X: Saritha Rai / @saritharai : BIG TAKE Xi Jinping's university drives China's AI boom, filing m...
SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est.
Net profit doubles to $16bn on gains from OpenAI and PayPay holdings — Masayoshi Son's SoftBank Group has sold its entire stake …
Sources: the EU warns X that it may calculate fines against X by including Elon Musk's other companies' revenue; the DSA can fine 6% of global annual revenue
- Commission may base fine on revenue from Musk's ventures — Investigators haven't come to a conclusion about fining X
TSMC reports Q3 revenue up 39% YoY to ~$23.6B and net income up 54.2% YoY to ~$10.1B, both above estimates, boosted by strong sales of Nvidia AI chips
From AGI to GPT, an AI Glossary You Can Actually Understand … Hello World … Quicktake
China set up a new ~$47.5B state-backed investment fund on May 24 as the third and largest phase of its Big Fund to boost the country's semiconductor industry
China set up a new ~$47.5B state-backed investment fund on May 24 as the third and largest phase of its Big Fund to boost the country's semiconductor industry
China has set up a new state-backed investment fund with registered capital of 344 billion yuan ($47.5 billion) to boost the country's semiconductor industry.
Filings: SoftBank's Vision Fund's US portfolio has shrunk by almost $29B since the end of 2021 as, sources say, Masayoshi Son plans forays into AI and chips
Masayoshi Son turns away from aggressive style of venture capital investing, leaving the fund's reduced staff as mostly caretakers.
Sam Altman says OpenAI is pausing new ChatGPT Plus signups “for a bit” as “the surge in usage post devday has exceeded our capacity”
OpenAI has paused new ChatGPT Plus signups due to overwhelming demand for new features introduced at recent DevDay conference. Source: @sama .
Chinese startup 01.AI, launched in March 2023 by computer scientist Kai-Fu Lee, reaches a $1B+ valuation and releases its AI model Yi-34B in Chinese and English
Train — Use in Transformers … The first public release contains two bilingual … Pandaily : Kai-Fu Lee's 01.AI Releases A Large-scale Model Yi-34B Worth Over $1 Billion Matthias B...
Chinese startup 01.AI, launched in March 2023 by computer scientist Kai-Fu Lee, reaches a $1B+ valuation and releases its AI model Yi-34B in Chinese and English
Train — Use in Transformers … The first public release contains two bilingual … Pandaily : Kai-Fu Lee's 01.AI Releases A Large-scale Model Yi-34B Worth Over $1 Billion Matthias B...
Canon CEO Fujio Mitarai says the company's nanoimprint chip machines will cost “one digit less than ASML's EUVs”, adding that Canon has not set final pricing
Canon Inc.'s new lithography technology (nanoimprint) came to market last month, and can be a cheaper (but a slower) alternative to ASML's EUV technology. … Bert Verrycken : Is #ca...
China says its Foxconn probe is “normal law enforcement” activity and urges Taiwanese firms to “play a more active role” in promoting peaceful cross-strait ties
- Beijing makes its first comment on inquiry into Apple partner — China denies it is intervening in Taiwan's presidential race
Kokusai Electric jumps as much as 32% in its Tokyo IPO, valuing the chip equipment maker at $3.6B, after raising ~$721M; KKR reduced its stake from 73% to 48%
and failed — to do in Japan for decades. It acquired a neglected division of a Japanese conglomerate, overhauled operations and then took the company public for what looks like a s...
China says its Foxconn probe is “normal law enforcement” activity and urges Taiwanese firms to “play a more active role” in promoting peaceful cross-strait ties
- Beijing makes its first comment on inquiry into Apple partner — China denies it is intervening in Taiwan's presidential race
China says its Foxconn probe is “normal law enforcement” activity and urges Taiwanese firms to “play a more active role” in promoting peaceful cross-strait ties
- Beijing makes its first comment on inquiry into Apple partner — China denies it is intervening in Taiwan's presidential race
The Global Times: China opens a Foxconn investigation over tax and land use, inspecting Guangdong, Jiangsu, Henan, and Hubei sites; Foxconn plans to cooperate
Tax authorities said to have inspected a number of the Apple supplier's sites in provinces — China has launched an investigation …
Singapore's biggest tech hopes, Grab, Sea, and Razer, have stumbled, which may show why VCs were premature in calling Singapore the “Silicon Valley of Asia”
Yoolim Lee / Bloomberg : X: @clemtan , @alexmacgregor__ , @yoolimleenews , and @pelstrom . LinkedIn: Ethan Tan X: @clemtan : The rough journey of an Uber-like ride-hailing company...