Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is all set for full-capacity production in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.

Japanese chipmaker Renesas Electronics will cut less than 5% of its global workforce, amounting to fewer than 1,000 positions, as it grapples with sluggish demand for its chips.

TOKYO — (AP) — Asian shares mostly rose Tuesday, deriving optimism from rising technology stocks on Wall Street, led by Nvidia.

Ibiden, a supplier of Nvidia for chip package substrates, may need to increase production capacity to meet robust demand from AI chip customers.

Nvidia's high-profile CEO, Jensen Huang, made a splash on Monday night when he unveiled in his keynote speech a series of new products, including a $3,000 personal AI computer that will be powered by the highly sought-after Blackwell chip.

TSMC, the world’s largest contract chipmaker, launched a semiconductor manufacturing business called JASM Inc. in Japan three years ago. It’s a joint venture with Sony Group Corp. and Denso Corp., a major auto parts supplier. TSMC broke ground on the Kumamoto fab in April 2022 and completed construction earlier this year.

The GPU king also unveiled agentic AI software tools, robotics training frameworks, and a dedicated AI workstation.

In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO),

TSMC is entering an unprecedented growth phase, driven by accelerating AI infrastructure demand. Check out why I reiterate a strong buy rating on TSM stock.

SMIC’s stock rally shows – at least to mainland investors – that China can build a self-sufficient semiconductor ecosystem. But the reality could be different.