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Tendance des mentions — 20 derniers numéros

Actus en direct (14)

NYT Deep Dive: Advanced Chip Packaging Is Now Almost Entirely Reliant on TSMC's Taiwan Operations — US Efforts to Build Domestic Capacity Face Steep Technical and Geopolitical Hurdles

nytimes.com · 2026-06-26 · Score : 21

TSMC-Fueled AI Frenzy Makes Taiwan the Global Capital of Leveraged Stock Bets as Local Markets Surge 100%-Plus

bloomberg.com · 2026-06-23 · Score : 20

Samsung Sees Rising Advanced Chip Orders From BYD, Google, AMD as AI Demand Strains TSMC Capacity

nikkei.com · 2026-06-17 · Score : 25

TSMC Does Not Rule Out Price Hikes as AI Chip Demand Outstrips Supply — 15% Increases on 3nm Wafers Reported for 2H 2026

thenextweb.com · 2026-06-09 · Score : 23

Asia Tech Stocks Extend Selloff: SoftBank Plunges 7.5%, Seoul's Kospi Drops 8% as Investors Sour on AI-Linked Names

cnbc.com · 2026-06-08 · Score : 23

New 3D Silicon Chip Breakthrough Could Extend Moore's Law for Years

sciencedaily.com · 2026-05-30 · Score : 24

Taiwan Raises 2026 GDP Forecast to 9.64% — Best Export Performance in Five Decades, Driven Entirely by AI Chip Demand

bloomberg.com · 2026-05-29 · Score : 16

Nvidia Discloses $150B Annual Taiwan Supply Chain Spend; Jensen Huang Plans 4,000-Person Taipei Campus by 2030

nikkei.com · 2026-05-27 · Score : 26

AMD Announces $10B+ in Taiwan Ecosystem Investments to Scale Advanced Packaging for Next-Gen AI Infrastructure

Business Insider · 2026-05-21 · Score : 21

JPMorgan Raises Taiwan Bull-Case Taiex Target to 50,000, Names Market 'Most Pure-Play Exposure' to Global AI Buildout

bloomberg.com · 2026-05-15 · Score : 16

Sony Semiconductor Solutions and TSMC Sign MOU for Next-Gen Image Sensor Joint Venture in Kumamoto, Targeting Physical AI, Automotive, and Robotics

technode.com · 2026-05-09 · Score : 22

ALERTE Apple and Intel Reach Preliminary Chip-Making Deal, WSJ Reports; Intel Stock Surges 15%

cnbc.com · 2026-05-08 · Score : 28

Apple in Early Talks With Intel and Samsung to Build US-Made Chips as AI Data Center Demand Strains TSMC Capacity

macrumors.com · 2026-05-05 · Score : 25

Bloomberg: AI boom drowns out Middle East war fears, driving record divergence between Asian markets

Bloomberg · 2026-04-27 · Score : 19

Numéros de la newsletter (1)

AI Geopolitics: the autonomous-weapons budget outran the rulebook

2026-05-26 · 1 mentions