Climate change could push chip prices higher. Here’s how

Climate change could push chip prices higher. Here’s how

Close-up gloved hands holding detail microchip Wong Yu Liang | Moment | Getty Images Semiconductor firms such as Taiwan Semiconductor Manufacturing Company are at risk of water shortages as processing technology advances, S&P Global Ratings said in a report. Semiconductor chips are found in everyday consumer devices from smartphones to TVs. TSMC is the world’s … Read more

Why South Korea’s Japan-style measures to boost its stock market may not work

Why South Korea’s Japan-style measures to boost its stock market may not work

An inflatable bull during a ceremony marking the first day of trading of the year at the Korea Exchange (KRX) headquarters in Seoul, South Korea, Tuesday, Jan. 2, 2024. SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images South Korea’s Japan-style measures for improving corporate governance may not be enough to boost its … Read more

TSMC opens new plant in Japan as it diversifies away from Taiwan

TSMC opens new plant in Japan as it diversifies away from Taiwan

A general view shows the new semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan’s chip giant TSMC (Taiwan Semiconductor Manufacturing Company), in Kikuyo of the Kikuchi district, Kumamoto prefecture on February 14, 2024. (Photo by Philip FONG / AFP) (Photo by PHILIP FONG/AFP via Getty Images) Philip Fong | Afp … Read more

AI and semiconductor stocks surge after Nvidia’s earnings beat

AI and semiconductor stocks surge after Nvidia’s earnings beat

A microchip and the Nvidia logo displayed on a phone screen are seen in this photo taken in Krakow, Poland, on April 10, 2023. Nurphoto | Getty Images Artificial intelligence and semiconductor chip stocks rallied after U.S. chip design firm Nvidia beat Wall Street’s expectations for fourth-quarter earnings and revenue on Wednesday and projected “continued … Read more

Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

A laptop keyboard, a binary code reflected and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on January 2, 2024. Jakub Porzycki | Nurphoto | Getty Images Shares of two critical chip firms TSMC and ASML fell ahead of U.S.-based artificial intelligence chip designer Nvidia’s earnings … Read more

TSMC shares hit record high after Morgan Stanley upgrades Nvidia

TSMC shares hit record high after Morgan Stanley upgrades Nvidia

TSMC displayed on a phone screen and microchip and are seen in this illustration photo taken in Krakow, Poland on July 19, 2023 Jakub Porzycki | Nurphoto | Getty Images Shares of Taiwan Semiconductor Manufacturing Company reached an all-time high on Thursday after Morgan Stanley lifted the price target on chip designer Nvidia, citing a … Read more

Nvidia could remain a semiconductor market leader: VanEck CEO

Nvidia could remain a semiconductor market leader: VanEck CEO

Nvidia shares hit a fresh all-time high today, and its gains may still be in the early innings, according to VanEck CEO Jan van Eck. Van Eck, whose firm runs the largest U.S. semi exchange-traded fund, points to a first-mover edge in the race to fabricate artificial intelligence chips that could bolster the performance of … Read more

TSMC to open second Japan chip factory with backing from Sony, Toyota

TSMC to open second Japan chip factory with backing from Sony, Toyota

Jakub Porzycki | Nurphoto | Getty Images TSMC on Tuesday said it will open a second manufacturing plant in Japan with backing from technology giant Sony and automaker Toyota. Japan Advanced Semiconductor Manufacturing, Inc. (JASM), the manufacturing operation majority-owned by TSMC, will begin building the new factory this year and aims to bring it into … Read more

We hiked our Nvidia price target — encouraged by new highs after Goldman Sachs’ bear case takedown

We hiked our Nvidia price target — encouraged by new highs after Goldman Sachs’ bear case takedown

Just how much bigger will Nvidia get in 2025 has emerged as a key among investors, even as the stock finished Monday at its third consecutive record high close. There are lots of price target hikes out there, including ours. Goldman Sachs on Monday planted its flag in the camp of 2025 optimists — simultaneously … Read more

AI lobbying spikes nearly 200% as calls for regulation surge

AI lobbying spikes nearly 200% as calls for regulation surge

Artificial intelligence-related lobbying reached new heights in 2023, with more than 450 organizations participating. It marks a 185% increase from the year before, when just 158 organizations did so, according to federal lobbying disclosures analyzed by OpenSecrets on behalf of CNBC. The spike in AI lobbying comes amid growing calls for AI regulation and the … Read more