• INTC
• TSM
• UMC

Taiwan's legacy chip industry contemplates future as China eats into share​

• 1YMH25
• AMD
• AVGO
• BAC
• ESH25
• JPM
• MS
• NQH25
• NVDA
• SX7P
• TSM
• UNH
• US10YT=X
• US500
• USB

Futures inch up ahead of more bank earnings, economic data

U.S. stock index futures rose ahead of major bank earnings and economic reports, with optimistic market sentiment following recent data indicating subdued inflation.

• AAPL
• BAC
• C
• GS
• JPM
• MS
• NVDA
• TSM
• USD/JPY
• USDIDX
• WFC

Morning bid: Brief relief for markets after tame US inflation

Global stocks rebound on soft inflation data, but concerns linger. Key earnings reports and geopolitical events could influence European and global markets.

• 1YMH25
• AMD
• CME
• DAL
• ESH25
• NQH25
• NVDA
• STZ
• TSM
• US10YT=X
• US2000
• WBA

Futures drop on caution ahead of key payrolls data

U.S. stock index futures fell ahead of a labor report, with ongoing inflation concerns and uncertain policies from the incoming Trump administration affecting market sentiment.

• AAPL
• NVDA
• TSM

Taiwan expects small impact from Trump tariffs on chip exports

Taiwan anticipates minor impact from U.S. tariffs on semiconductors, citing technological superiority, while preparing to assist companies in relocating supply chains and cooperating with Japan on tech.

• AMD
• AVGO
• MRVL
• MU
• NVDA
• SMH
• SOXX
• TSM

Biden administration announces new Chinese chips probe, Semiconductor stocks gain

U.S. semiconductor stocks rose as the Biden administration initiated a trade investigation into Chinese legacy semiconductors, potentially leading to new tariffs affecting global chip supply chains.

• NVDA
• TSM

Nvidia plans to set up Taiwan headquarters, local media reports

NVIDIA plans to establish a new headquarters in Taipei, Taiwan, and expand its presence with a research and development hub, hiring over 1,000 employees.

• TSM

Biden administration to blacklist Chinese firm over illegal TSMC chip use

The Biden administration plans to blacklist Chinese chip designer Sophgo for allegedly using a TSMC chip in a Huawei AI processor, part of national security measures.

• 6488
• GFS
• INTC
• MU
• TSM

US finalizes $406 million chips subsidy for Taiwan's GlobalWafers​

The U.S. grants $406 million to GlobalWafers to boost silicon wafer production, creating significant jobs and supporting local semiconductor manufacturing as part of a broader strategy.

• 2303
• QCOM
• TSM

UMC wins Qualcomm advanced packaging order, challenges TSMC's lead- Economic Daily

UMC secures a major contract with Qualcomm for advanced packaging, challenging TSMC's dominance and positioning UMC in key tech markets by enhancing chip performance.