• AAPL
• NVDA
• TSM

Taiwan Oct exports miss expectations as China weighs

Taiwan's October exports rose 8.4%, missing forecasts, due to AI sector growth countered by China's economy. Predictions for November exports suggest a growth of 5.0%-9.0%.

• 1YMZ24
• BTC/USD
• CL
• LCO
• NQZ24
• TSM
• US500

Fed's decision, TSMC sales, bitcoin - what's moving markets

• TSM

TSMC sales grow 29% in October, but at slower pace from prior month

TSMC reports slower sales growth in October compared to September, driven by AI demand but facing weakness in other sectors. Year-to-date revenue shows a slight decline in growth rates.

• TSM

Taiwan's TSMC says US investment plan is unchanged after election

TSMC confirms its U.S. investment plans remain unchanged despite Trump's election, investing $65 billion in Arizona and benefiting from AI demand and government subsidies.

• 6488
• TSM

Taiwan will help companies move from China given likely Trump tariffs

Taiwan plans to assist companies relocating from China due to potential U.S. tariffs, while promoting investment expansion in the U.S. by major firms like TSMC and GlobalWafers.

• AAPL
• META
• MSFT
• NVDA
• TSM

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia's market value surged 9.3% in October, benefiting from high AI chip demand, while Apple's cap declined. Other companies faced drops amid rising AI costs and economic concerns.

• 000660
• 005930
• NVDA
• TSM

Samsung to focus on high-end chips to improve earnings after disappointing results

• AVGO
• TSM

Broadcom jumps as OpenAI reportedly builds chip with Broadcom, TSMC

Broadcom's stock rose over 3% as OpenAI shifts focus to in-house chip design, reducing competition worries amidst collaboration with chipmakers Broadcom and Taiwan Semiconductor.

• AMD
• AMZN
• AVGO
• GOOGL
• META
• MSFT
• NVDA
• TSM

Exclusive-OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition

OpenAI collaborates with Broadcom and TSMC on custom AI chips, diversifying supply and addressing costs by incorporating AMD and Nvidia solutions amid rising demand for AI technology.

• NVDA
• TSM

Senior US diplomat arrives in Taiwan as officials downplay Trump comments

A senior U.S. diplomat visits Taiwan amidst Trump's criticism of the island's defense needs and chip industry, reaffirming U.S.-Taiwan relations amid rising tensions with China.