positive
18 days agoAI-hardware spending boost lifts semiconductor stocks amid U.S. and Taiwan trade reopening hope
Shares of key semiconductor companies rose overnight after a report from Taiwan Semiconductor Manufacturing Company (TSMC) showed stronger-than-expected results and raised its AI-capex guidance. The move reignited investor optimism across chip and AI hardware segments, including Nvidia Corporation, Micron Technology and Broadcom Inc.. Futures in U.S. and Asian markets tracked higher as hopes for renewed U.S.–Taiwan trade cooperation and inflation softening bolstered the outlook. Analysts say the momentum may broaden beyond chipmakers into systems and networking firms if AI infrastructure flows accelerate globally.
Reuters• By Harsh Ranjan
Explore:Mutual Fund Categories
positive
18 days agoAI-hardware spending boost lifts semiconductor stocks amid U.S. and Taiwan trade reopening hope
Shares of key semiconductor companies rose overnight after a report from Taiwan Semiconductor Manufacturing Company (TSMC) showed stronger-than-expected results and raised its AI-capex guidance. The move reignited investor optimism across chip and AI hardware segments, including Nvidia Corporation, Micron Technology and Broadcom Inc.. Futures in U.S. and Asian markets tracked higher as hopes for renewed U.S.–Taiwan trade cooperation and inflation softening bolstered the outlook. Analysts say the momentum may broaden beyond chipmakers into systems and networking firms if AI infrastructure flows accelerate globally.
Reuters• By Harsh Ranjan
Explore:High Return Equity Mutual Fund
positive
AI-hardware spending boost lifts semiconductor stocks amid U.S. and Taiwan trade reopening hope
18 days ago
1 min read
83 words
Semiconductor stocks rebound on TSMC’s stronger results and raised AI-capex guidance, boosting U.S. and Asia thanks to infrastructure optimism.
Shares of key semiconductor companies rose overnight after a report from Taiwan Semiconductor Manufacturing Company (TSMC) showed stronger-than-expected results and raised its AI-capex guidance. The move reignited investor optimism across chip and AI hardware segments, including Nvidia Corporation, Micron Technology and Broadcom Inc.. Futures in U.S. and Asian markets tracked higher as hopes for renewed U.S.–Taiwan trade cooperation and inflation softening bolstered the outlook. Analysts say the momentum may broaden beyond chipmakers into systems and networking firms if AI infrastructure flows accelerate globally.
Shares of key semiconductor companies rose overnight after a report from Taiwan Semiconductor Manufacturing Company (TSMC) showed stronger-than-expected results and raised its AI-capex guidance. The move reignited investor optimism across chip and AI hardware segments, including Nvidia Corporation, Micron Technology and Broadcom Inc.. Futures in U.S. and Asian markets tracked higher as hopes for renewed U.S.–Taiwan trade cooperation and inflation softening bolstered the outlook. Analysts say the momentum may broaden beyond chipmakers into systems and networking firms if AI infrastructure flows accelerate globally.
Companies:
Taiwan Semiconductor Manufacturing Company
Nvidia Corporation
Micron Technology
+1 more
Tags:
markets
ai hardware
markets
ai hardware
semiconductors
global
trade
Oct 21, 2025 • 06:34 IST