Analysts at Needham & Company raised their price target for TSMC to $225 from $210, predicting TSMC's revenue will reach $110 billion in 2025.

Driven by artificial intelligence technology, the global semiconductor market hit a record sales high of US$53.1 billion in August.

Tokyo Electron expects AI-related sales to grow by about 150% this fiscal year, reaching 690 billion yen. The company's CFO stated that there are no signs of weakening AI demand, as clients are placing orders "one after another."

The U.S. government decided on the 13th to significantly increase import tariffs on Chinese products, including a 100% increase in tariffs on electric vehicles, to strengthen the protection of strategic industries in the United States, some of which will take effect on September 27.。In addition, there will be a 50% tariff on Chinese solar cells, a 25% tariff on Chinese steel, aluminum, electric vehicle batteries and key minerals, and a 50% increase in import tariffs on Chinese semiconductors, which will take effect in January 2025, adding two new categories of polysilicon and silicon wafers used in solar panels.。China's Ministry of Commerce spokesman He Yongqian said on the 5th: previously, the Office of the United States Trade Representative on the results of the tariff review to solicit public comments, most of the views opposed to the imposition of tariffs or applications to expand the scope of tariff exemption, which shows that the United States 301 tariffs on China is unpopular, urging the United States to immediately cancel all tariffs on China.。In addition, we find ourselves in a position to do so. We find ourselves in a position to do so. We find ourselves in a position to do so. We find ourselves in a position to do so. We find ourselves in a position to do so. We find ourselves in a position to do so. We find ourselves in a position to do so. We find ourselves in a position to do so.

Intel has reportedly received a $3.5 billion federal grant to manufacture semiconductors for the U.S. Department of Defense through a "Secure Enclave" program.

Japanese chip startup Rapidus is seeking to raise 100 billion yen from existing and new investors to finance its chip development work, and expects to achieve fully automated mass production of 2nm process chips by 2027.

An analyst at Bank of America said that despite the recent increase in volatility in the semiconductor market, the industry may rebound as the fourth quarter approaches.

SK Hynix received a $450 million grant and a $500 million loan from the United States to build a chip packaging factory in Indiana for advanced packaging and AI product research and development.

US government plans to exclude allies, including the Netherlands, from imminent new export restrictions, leading to optimistic expectations for ASML's sales prospects.

NVIDIA has increased its order for Blackwell platform architecture GPUs from TSMC by 25% due to strong customer demand, boosting TSMC's performance expectations for the second half of the year.

TSMC's revenue growth and market optimism fuelled a 3.54% surge in shares, but the overall market performance was mixed.

Eight Japanchipmakers, including Sony and Toshiba, will invest more than 5 trillion yen to boost production, expecting to regain their edge in cutting-edge products and revitalize the Japanese chip industry.

ASML has been granted permission by the Dutch Supreme Court to go ahead with plans to expand its headquarters in Feldhoven, the Netherlands, rejecting objections from two neighbouring residents.

SK Hynix said it would invest nearly $75 billion in AI by 2028, mostly to strengthen HBM's chip business.

There are rumours that Samsung foundry division in the semiconductor wafer production process of production defects, Samsung responded that the claim "no basis".

Samsung Electronics plan to invest in GPUs，marking Samsung's expansion from its traditional storage and foundry business into new areas.

After entering the Nasdaq 100, Arm will further consolidate its important position in the technology industry and enhance its visibility among global investors.

Applied Materials beat second-quarter earnings expectations, yet shares fell 1% in after-hours trading.

Intel expects second-quarter revenue to fall short of the market's median forecast, largely because of the impact of the new U.S. ban on Huawei on its business.

With NVIDIA's H100 chip in short supply at a time when the H200 chip is about to be launched, H100 spot prices are starting to fall, but the long-term outlook remains highly favourable.