Latest Market News
AMD Invests $10B in Taiwan’s Chip Ecosystem to Dominate AI
AMD commits $10 billion to Taiwan’s semiconductor and AI ecosystem, focusing on advanced packaging and manufacturing partnerships.
HSBC Warns of AI-Driven Concentration Risk in Asian Markets
HSBC cautions that over half of FTSE Asia ex-Japan returns come from just three AI stocks, urging diversification into 10 'forgotten gems'.
TSMC Flags Middle East Conflict as New Risk to Chip Supply Chains
TSMC warns that prolonged Iran war could disrupt semiconductor supply chains, adding to AI-driven demand pressures.
Harvard Shifts Focus: TSMC Tops Portfolio, Crypto ETFs Trimmed
Harvard University's Q1 2025 13F filing reveals a strategic pivot: TSMC becomes its top holding, while Bitcoin and Ethereum ETF stakes are reduced or exited.
AI Chip Boom Fuels Market Concentration Fears in Asia
Taiwan and South Korea stock markets hit record highs driven by AI chip demand, but heavy reliance on giants like TSMC and Samsung raises concentration risks.
Taiex Rally Faces Concentration Risk as Semiconductor Giants Dominate
Taiwan's Taiex surges to records driven by TSMC, but heavy reliance on chip stocks raises market vulnerability concerns.
Taiwan Stocks Soar Amid Geopolitical Crosscurrents
Taiwan's Taiex hits records driven by AI chip demand, but market concentration and US-China tensions over defense commitments pose risks.
TSMC's 40% Taiex Weight: A Market Risk or Opportunity?
TSMC now accounts for over 40% of Taiwan's Taiex benchmark. We analyze the concentration risk, historical parallels, and what it means for investors.