Sonja Hutson Good morning from the Financial Times. Today is Friday, August 1st, and this is your FT News Briefing. Apple had a stellar quarter and today is a turning point in the global trade war.

The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented ...

The price gap between Taiwan Semiconductor Manufacturing Co.’s American depositary receipts and its Taipei-listed shares surged to the widest level in more than 16 years, reigniting concerns that the ...

KLA Corp forecast first-quarter revenue above Wall Street estimates on Thursday, expecting booming demand for AI processors to drive sales of its chipmaking equipment. New orders for chipmaking ...

Taiwan Semiconductor Manufacturing Company (TSMC) is powering AI innovation. Here is its strategy for borderless ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the Must-Watch AI Stocks on Wall Street. On July 29, Reuters reported that Nvidia ...

Samsung Q2 2025 earnings results show the Galaxy A-series and tablets helped drive profit — even as chips and foldables took a back seat.

From powering watches to phones, handheld consoles to desktop PCs, office servers to data centers, processors can be found ...

Our base-case fair value estimate for MediaTek is TWD 1,660 per share, at which MediaTek would be trading on a forward price/earnings ratio of 22 times, an enterprise value/EBITDA ratio of 19 times, ...

Contrary to Samsung's optimistic outlook, second-quarter net profit declined 48% from a year earlier to 5.116 trillion won, equivalent to $3.67 billion. That missed the 5.740 trillion won consensus ...

Samsung have started earlier than TSMC going to 2 nanometer GAA process chips. They will start mass production late in 2025.

Nvidia stock has been at the center of the artificial intelligence (AI) revolution for three years, but another chip stock ...