Jupiter Asset Management’s Sam Konrad forced to sell TSMC, Samsung, MediaTek amid AI stock rally

TSMC's revenue surge highlights AI's dominance in chip demand, potentially sidelining smaller sectors like crypto mining, affecting market dynamics. The post Taiwan Semiconductor reports $13.2B revenue in May, up 30% year-over-year appeared first on Crypto Briefing.

TSMC's growth underscores the pivotal role of AI in tech, but reliance on AI demand poses risks if market dynamics shift. The post TSMC reports 30% rise in monthly sales amid AI infrastructure demand appeared first on Crypto Briefing.

TSMC's potential price hikes could intensify global tech costs, impacting industries reliant on advanced semiconductors and AI development. The post TSMC signals possible price rises amid rising production costs appeared first on Crypto Briefing.

TSMC's gradual price hikes could strain tech and crypto sectors, potentially leading to increased costs for AI and mining hardware consumers. The post TSMC signals potential price rises amid rising costs and AI demand appeared first on Crypto Briefing.

The sharp decline in South Korean stocks highlights vulnerabilities in AI-driven market valuations and signals potential global asset repricing. The post South Korean stocks drop 9%, led by losses in Samsung and SK Hynix appeared first on Crypto Briefing.

Emerging-market fund diversification may lead to increased volatility and potential concentration risks in smaller tech stocks. The post Emerging-market funds max out on TSMC, Samsung, and SK Hynix, forcing managers to diversify appeared first on Crypto Briefing.

TSMC's strategic price hikes could ripple through tech and crypto sectors, impacting production costs and potentially reshaping market dynamics. The post TSMC CEO bets on AI growth, considers chip price hike appeared first on Crypto Briefing.

Taiwan Semiconductor Manufacturing Co. - the world's biggest semiconductor-maker - is struggling to meet demands from American customers even with its factory buildout in the US, according to reports from Reuters and Bloomberg. "Customer demand is so high, and we can only support so much," TSMC CEO C.C. Wei said after a shareholder meeting on Thursday, Reuters reports. "We are doing our best to ensure TSMC does not become a bottleneck." The surge in AI use has already put constraints on the memory industry, with the widespread shortage of RAM and NAND Flash memory expected to last for years. The AI boom is boosting the sale of semiconductor … Read the full story at The Verge.