NYSE:TSM 6 August 2025 - 12 May 2026

Google Falls in New York; AI Chip Warning Looms Larger Than Regulatory Hurdle
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Google Falls in New York; AI Chip Warning Looms Larger Than Regulatory Hurdle

Alphabet Class A shares fell 1.2% and Intel surged nearly 13% Monday after a report said Google ordered over 3 million AI chips from Intel for 2028 delivery. The move signals Google’s effort to diversify away from Nvidia and TSMC. Nasdaq rose 1.3% and the Philadelphia Semiconductor Index gained 6.2% as investors returned to chip stocks. Apple unveiled a new “Siri AI” using Google’s Gemini models.
June 8, 2026
MSCI World ETF (URTH) Rally Just Ran Into Hot CPI, a Fed Handoff and an MSCI Rebalance
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MSCI World ETF (URTH) Rally Just Ran Into Hot CPI, a Fed Handoff and an MSCI Rebalance

The iShares MSCI World ETF fell 0.4% Tuesday after U.S. consumer prices rose 0.6% in April, with energy costs up 17.9% from a year earlier, according to the Bureau of Labor Statistics. Investors awaited MSCI’s index review due later in the day. The fund traded near $200, in line with the S&P 500 ETF but outperforming the MSCI ACWI ETF, which dropped 0.8%.
May 12, 2026
Nvidia stock price slips as AMD-Meta chip deal sharpens focus on Wednesday earnings
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Nvidia stock price slips as AMD-Meta chip deal sharpens focus on Wednesday earnings

Nvidia shares fell 0.6% to $190.31 in early Tuesday trading as investors awaited its quarterly earnings due Wednesday afternoon. AMD surged over 10% after announcing a $60 billion AI chip supply deal with Meta, which also gained an option to buy up to 10% of AMD. Traders are watching Nvidia’s guidance and supply signals amid rising competition and concerns about AI chip demand.
February 24, 2026
Taiwan’s president to Arizona senator: Expect more TSMC chip investment after tariff cut
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Taiwan’s president to Arizona senator: Expect more TSMC chip investment after tariff cut

Taiwan President Lai Ching-te told Arizona Senator Ruben Gallego he wants more chipmaking and R&D in Phoenix, following a new U.S.-Taiwan deal cutting tariffs to 15% and pledging $500 billion in investment and credit. Lai cited TSMC’s $165 billion Arizona project and pressed for double-tax relief, while warning against China’s “red lines,” according to Taiwanese media.
January 23, 2026
Technology News 17.01.2026
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Technology News 17.01.2026

Iran’s internet blackout entered a 36th hour Thursday, erasing about 90% of traffic and disabling domestic mobile networks, according to digital-rights experts. NASA’s Artemis II mission rolled to Launch Pad 39B at Kennedy Space Center ahead of a planned February 6 crewed lunar-orbit launch. Apple’s iOS 26 became the default for most iPhones; older models remain on iOS 18.7.3. MediaTek’s unannounced Dimensity 9600 is expected in upcoming Oppo and Vivo flagships.
January 17, 2026
ultraviolet lithography
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The Ultraviolet Revolution: Inside the Invisible $150M Machines Shaping the Future of Microchips

ASML remains the only supplier of extreme ultraviolet (EUV) lithography machines, which cost $150–$180 million each and draw over 1 megawatt of power. TSMC and Samsung began commercial EUV chip production in 2019, with TSMC’s 7nm+ and Samsung’s 7LPP processes. ASML shipped its first High-NA EUV tool in 2025. Export controls prevent EUV sales to China; ASML’s 2024 China revenue was $7 billion, mainly from DUV tools.
August 7, 2025
Superchips, Chiplet Breakthroughs, and a Global IC Boom
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Silicon Revolution 2025: AI Superchips, Chiplet Breakthroughs, and a Global IC Boom

Global chip sales reached $57 billion in April 2025, up 22.7% year over year. Apple launched 3 nm chips for iPhones and Macs, while Intel's Panther Lake CPUs on 18A are set for late 2025. NVIDIA announced up to $500 billion investment for U.S. AI chip production. TSMC and Samsung target 2 nm mass production in late 2025.
August 6, 2025
Inside the High-Stakes World of Global Semiconductor Production
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Trillion-Dollar Chip Wars: Inside the High-Stakes World of Global Semiconductor Production

Global semiconductor sales topped $600 billion in 2024, with TSMC holding 55% of the foundry market and Taiwan producing 92% of the world’s most advanced chips. ASML remains the only supplier of EUV lithography machines, each costing over $300 million. The 2021 chip shortage caused $210 billion in lost auto sales. U.S. and EU chip acts earmarked over $95 billion for domestic production.
August 6, 2025