Industry
TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts (Wall Street Journal)
Wall Street Journal: TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts — Taiwan company ex
Wall Street Journal: TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts — Taiwan company expects revenue to grow by more than 30% and doesn't see material disruptions to supply chain
Related
- Iran's internet blackout enters a record 45th day, per NetBlocks, amid the war; the country's 90M people now rely on the domestic National Information Network (Financial Times)
- ASML reports Q1 net sales of €8.8B, above €8.5B est., a €2.8B net profit, above €2.5B est., and raises 2026 net sales forecast to €36B to €40B from €34B to €39B (Arjun Kharpal/CNBC)
- ASML says South Korea surpassed China as its largest market in Q1 2026, with shipments hitting 45% of net system sales, or €2.84B, up from 22% in Q4 2025 (Sarah Jacob/Bloomberg)
- China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share (Ivan Lam/Counterpoint Research)
Source: Techmeme | 2026-04-16