Taiwan Semiconductor Manufacturing Co (TSMC), the world’s largest producer of advanced artificial intelligence chips, is expected to post a fourth straight quarter of record earnings, with net profit for January–March projected to jump by 50% amid strong demand for AI infrastructure.

ASML has raised its 2026 revenue forecast, citing strong and accelerating demand for artificial intelligence chipmaking tools.

Taiwan Semiconductor Manufacturing Company is on track to deliver its fourth consecutive quarter of record-breaking profit, driven by explosive global demand for artificial intelligence chips.

Strong demand for the MacBook Neo has created a supply chain problem for Apple, with analysts reporting that stocks of the A18 Pro chips powering the laptop are running low.

China is stepping up efforts to gain access to Taiwan’s world-leading semiconductor expertise, as it seeks to overcome international restrictions and strengthen its own tech industry, according to officials in Taiwan.

TSMC is set to bring cutting-edge semiconductor technology to Japan, with plans to begin mass production of 3-nanometre chips at its second plant in the country by 2028.

A proposed semiconductor venture by Elon Musk is unlikely to pose a meaningful challenge to Taiwan Semiconductor Manufacturing Company in the near term, with analysts pointing to significant execution risks, high costs and extended timelines.

Taiwan Semiconductor Manufacturing Co. reported a 30% increase in sales for the first two months of the year, driven by strong demand for artificial intelligence infrastructure before the outbreak of conflict in the Middle East.

Nvidia has reportedly halted production of chips designed for the Chinese market as tightening export restrictions continue to limit sales to one of the world’s largest technology markets.