TOKYO—Taiwan Semiconductor Manufacturing Co. is considering expanding its production capacity in Japan, people familiar with the matter said, in what would be a move by the world’s largest contract chip Read more
Tag: Trucking
Taiwan Semi rallies as exposure to China restrictions minimal, capital spending cut
Taiwan Semiconductor Manufacturing Co. injected some much needed optimism into the chip sector Thursday, after the third-party silicon-wafer fabricator reported results and an outlook that indicated the market wasn’t in Read more
The bank best positioned for upcoming earnings is the most criticized one in Washington, says this Bank of America analyst
This recent market turmoil was brought to you by the letter “P”. Prices that are rampant. U.K. Pension funds that are creaking. All investors want is to be shown the Read more
Taiwan Semi reports stronger-than-forecast profit
Third-party silicon-wafer manufacturer reported Taiwan Semiconductor Manufacturing Co. reported a stronger-than-forecast 80% increase in profit for the third quarter. The chipmaker said earnings rose to NT$281 billion from NT$156 billion. TSMC Read more
Chip stocks could suffer worst year ever as effects of shortage-turned-glut spread
Chip stocks sold off again Tuesday with havens within the battered semiconductor industry disappearing as the effects of a supply glut spread following a years-long shortage. The PHLX Semiconductor Index Read more
Chip stocks slammed by new ban on chip and AI technology for China
The chip sector melted down Friday after U.S. regulators moved to pump the brakes on China’s military ambitions by issuing new restrictions on semiconductor and AI technology that can be Read more
‘New Year hangover’ seen for trucking, as costs risk piling up into 2023
Roughly a week after one analyst warned of a “trucking winter,” another is saying to brace for a possible “New Year hangover” in the industry, as falling demand collides with Read more
As U.S. stymies China’s chip sector, Beijing’s domestic industry is mired in corruption
China’s semiconductor industry is in the midst of a corruption tsunami, just as the U.S. intensifies rules aimed at hampering Beijing’s chip-sector capabilities. At least a dozen top-level executives have Read more
Opinion: ‘Reshoring’ is poised to boost U.S. companies bringing business back home. Shares of these 17 companies will benefit.
One of the biggest trends in foreign investing plays out right here at home. It’s called reshoring. An increasingly chaotic world has U.S. companies bringing back their supply chains. The Read more
Opinion: Semiconductor companies have split into two groups — the resilient and the risky
Semiconductor industry CEOs this week celebrated on the White House lawn as the long overdue Chips and Science Act was signed into law by President Biden. While there is still Read more