Taiwan Semiconductor Manufacturing Company reported a 45% year-on-year jump in July 2026 monthly revenue on August 10, driven by strong orders from AI chip clients including Nvidia and Google; the result adds to evidence that despite investor questions about AI's return on investment, chipmaker demand has not yet peaked

A magnitude-7.1 earthquake struck Kumamoto on Japan's Kyushu island at 4:27pm local time on July 28, reaching shindo 7, the highest level on Japan's intensity scale; at least 50 people were taken to hospital, the Aeon Mall Kumamoto collapsed with 20-30 people unaccounted for, and the Japan Meteorological Agency issued a tsunami advisory for the Ariake Sea and Yatsushiro Sea coasts before lifting it

Taiwan Semiconductor Manufacturing Company announced on July 16 that it will invest an additional US$100 billion in its Arizona fabrication facilities, lifting total US commitments to US$265 billion and representing what Phoenix officials called the largest direct investment from a foreign company in US history, announced alongside TSMC's record Q2 2026 results

Taiwan Semiconductor Manufacturing Company reported June 2026 consolidated revenue of NT$442.68 billion (approximately US$13.8 billion), up 67.9 percent year-on-year and 6.2 percent month-on-month, as AI chip demand continues to drive the world's largest contract chipmaker; first-half 2026 revenue reached NT$2.4 trillion, a 35.6 percent year-on-year increase, ahead of TSMC's full second-quarter earnings release later this week

US technology company behind the iPhone and App Store, facing simultaneous antitrust proceedings in the United States and European Union over alleged smartphone and app marketplace monopolies.

Cambridge, UK semiconductor IP company whose processor architectures power virtually all smartphones and a rising share of AI data-centre infrastructure worldwide.

ASML, the Dutch company that makes every EUV chip-printing machine sold worldwide, is the central chokepoint in global semiconductor supply chains and a flashpoint in US-China technology competition.

The global race to manufacture advanced chips pits Taiwan, South Korea, the United States, and China against one another, with control of AI hardware supply at stake.

A JEDEC-standardized stacked DRAM technology delivering terabytes-per-second bandwidth for AI accelerators, dominated by South Korean makers SK Hynix and Samsung.

Intel, the US chip giant that built the x86 era, is executing a foundry pivot at the centre of US-China semiconductor rivalry and the global CHIPS Act race.

Four US fabs fully booked, second Arizona fab pulls 3nm tool-install into Q3 2026; full-year revenue guided up >30% on AI demand still outpacing supply

Tan calls 2026 an 'execution year': 18A in high-volume manufacturing, a preliminary Apple foundry deal, but zero fully committed external 14A customers

The AGI CPU (136 Neoverse V3 cores, TSMC 3nm) marks Arm's move from pure IP to direct silicon; its open Chiplet System Architecture courts 60+ partners