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15.01.26 - 14:33
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TSMC′s Bullish AI Outlook Prompts Goldman To Say ′Anyone Hoping For A Pullback Will Get Disappointed′ (ZeroHedge)
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TSMC's Bullish AI Outlook Prompts Goldman To Say 'Anyone Hoping For A Pullback Will Get Disappointed'
Europe's semiconductor stocks moved higher on Thursday, with ASML Holdings surging to a record high after Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 35% jump in fourth-quarter profit and signaled plans to boost capital spending by nearly 40% this year.
TSMC, a supplier to tech giants including Nvidia and Apple, raised its 2026 capex guidance to $52 billion to $56 billion, up from a previous estimate of $40 billion. Management also indicated that the three-year investment plan will be significantly higher, reducing the likelihood of a near-term pullback in spending.
"Our business in the fourth quarter was supported by strong demand for our leading-edge process technologies," said Wendell Huang, Senior VP and CFO of TSMC. "Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.&...
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15.01.26 - 14:00
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Chinese firms to incur higher costs for deploying advanced AI chips from US: analysts (SCMP)
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Chinese companies are expected to shoulder higher costs for deploying advanced chips from the US, owing to a new 25 per cent tariff imposed by Washington on select high-performance semiconductors, according to analysts.
The administration of US President Donald Trump on Wednesday said the new import duties on advanced artificial intelligence chips covered Nvidia's H200 and Advanced Micro Devices' MI325X graphics processing units, as well as their equivalent products and derivatives.
According to......
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15.01.26 - 13:12
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Grok scandal highlights how AI industry is ′too unconstrained′, tech pioneer says (The Guardian)
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'Godfather of AI' Yoshua Bengio says firms building powerful systems without appropriate guardrails • Musk's X to block Grok AI from creating sexualised images of real people The scandal over the flood of intimate images on Elon Musk's X created non-consensually by its Grok AI tool has underlined how the artificial intelligence industry is “too unconstrained”, according to a pioneer of the technology.Yoshua Bengio, a computer scientist described as one of the modern “godfathers of AI”, said tech companies were building systems without appropriate technical and societal guardrails. Continue reading......
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15.01.26 - 13:12
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Sadiq Khan to urge ministers to act over ′colossal′ impact of AI on London jobs (The Guardian)
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In Mansion House speech, mayor will talk of opportunities technology offers but highlight mass unemployment riskSadiq Khan is to warn in a major speech that artificial intelligence (AI) could destroy swathes of jobs in London and “usher in a new era of mass unemployment” unless ministers act now.In his annual Mansion House speech, the London mayor will say the capital is “at the sharpest edge of change” because of its reliance on white-collar workers in the finance and creative industries, and professional services such as law, accounting, consulting and marketing. Continue reading......
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15.01.26 - 12:36
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Chiphersteller TSMC übertrifft Erwartungen - KI-Boom treibt Gewinn (Cash)
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- Der taiwanische Chip-Hersteller TSMC hat im vierten Quartal mit einem deutlichen Gewinnwachstum die Erwartungen übertroffen. Der Konzern profitierte dabei weiter von der starken Nachfrage nach Chips für Rechenzentren und dem Ausbau von leistungsstarken KI-Anwendungen. Der Nettogewinn stieg im vierten Quartal um 35 Prozent auf rund 506 Milliarden Taiwan-Dollar (rund 13,7 Mrd Euro), wie der weltgrösste Chip-Auftragsfertiger am Donnerstag mitteilte. Analysten hatten mit deutlich weniger gerechnet, die TSMC-Aktie stieg im vorbörslichen US-Handel auf ein Rekordhoch. Auch Papiere von Branchenausrüstern zogen spürbar an....
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15.01.26 - 12:36
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Tech Revival on AI Boom; Iran Averts US Strikes For Now | The Pulse 1/15 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Kokou Agbo-Bloua, SocGen CIB, Global Head of Economics, Cross-Asset and Quant Research; Roxane Farmanfarmaian, Cambridge University Lecturer; Diana Choyleva, Enodo Economics Chief Economist. (Source: Bloomberg)...
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