विज्ञान

TAIPEI (Reuters) -TSMC, the world's biggest producer of advanced AI chips, forecast fourth-quarter revenue up by as much as 24% as it rides an AI boom that saw it post its sixth consecutive quarter of double-digit profit growth, beating estimates. TSMC said it expects robust artificial intelligence demand to continue and maintained its forecast for capital spending at up to $42 billion for 2025, although it flagged a potential business impact from U.S. trade tariffs and currency moves. The Taiwan company, whose customers include Nvidia and Apple, posted a 39.1% jump in third-quarter net profit and said it would be prudent in its business planning going into 2026. Benefiting from surging demand for advanced chips used in AI applications, Taiwan Semiconductor Manufacturing Co said net profit for July-September climbed to T$452.3 billion ($14.76 billion). That was well ahead of a T$417.7 billion LSEG SmartEstimate drawn from 20 analysts. SmartEstimates are weighted toward forecasts from analysts who are more consistently accurate. TSMC said it believes the AI boom is strengthening and demand is stronger than what it had anticipated three months ago as it forecast next year to remain healthy due to robust demand for AI-related products. Trump's trade policies and threats to put tariffs on semiconductors have created uncertainty for the global chip industry and TSMC. TSMC announced plans for a $100 billion U.S. investment with Trump at the White House in March, on top of $65 billion pledged for three plants in the state of Arizona, one of which is up and running. On Wednesday, top semiconductor equipment maker ASML, for which TSMC is a major customer, said third-quarter bookings beat market forecasts but that it expected a significant fall in demand from China next year. Samsung Electronics said on Tuesday it expected its biggest quarterly profit in over three years, also thanks to the AI boom. Taiwan-listed shares in TSMC have risen 38% so far this year, largely brushing off concerns about tariffs, and ahead of the 20% rise for the broader market. ($1 = 30.6450 Taiwan dollars) (Reporting by Wen-Yee Lee, Faith Hung and Ben Blanchard; Editing by Christopher Cushing and Muralikumar Anantharaman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

By John Revill ZURICH (Reuters) -ABB is seeing a "robust" market situation with so far little impact on customer demand from the uncertainties caused by U.S. tariffs, the Swiss engineering company said on Thursday, as it reported its third quarter results. ABB, which makes factory robots, as well as motors and drives for factory production lines, said operating earnings before interest, tax and amortisation (EBITA) rose 12% to $1.74 billion for the three months to the end of September. The figure was slightly above forecasts for $1.70 billion expected in a company-compiled consensus of analysts. Revenue at the company, which also makes electrification systems used in data centres, rose 11% to $9.08 billion, beating forecasts for $8.88 billion, while orders rose 12%. Its shares were indicated 2.9% higher in premarket activity. NO MATERIAL IMPACT FROM TARIFFS SO FAR Chief Executive Morten Wierod said he was seeing a "robust overall market situation" with customers still spending on electrical power and automation. "U.S. tariff-related market uncertainties remain, but so far we have not seen any material impact on demand or profitability," Wierod said. US ORDERS JUMP, CHINA FALLS ABB's orders in the U.S. increased 27% during the quarter, with steep growth in all business areas, while business boomed in Brazil with orders 38% higher. In contrast, China suffered a 4% drop in new business due to a steep decline in process automation and electrification, while orders in India were down 7%. ABB's results give an insight into the health of the broader industrial economy, with its products used to electrify and control buildings, mines and data centres. Bank Vontobel Analyst Mark Diethelm said the results were "a touch ahead of expectations" on all measures, as short-cycle demand helped ABB, referring to smaller scale products which have shorter lead times, such as motors and drives. The results were the first since ABB said it would sell its robot business to SoftBank Group in a $5.4 billion deal. For the fourth quarter, ABB said it expects its comparable sales to grow in the mid-single digit percentage range. Also on Thursday, ABB said Chief Financial Officer Timo Ihamuotila will leave the company in 2026. He will be replaced by Christian Nilsson, who is currently CFO at the company's electrification business. (Reporting by John RevillEditing by Ludwig Burger, Lincoln Feast and Jane Merriman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TOKYO (Reuters) -Shares of Tekscend Photomask climbed nearly 13% in their Tokyo debut on Thursday, riding the wave of gains in Japan's tech sector. The photomask manufacturer, which produces masks used to transfer patterns onto semiconductor wafers, raised 138.9 billion yen ($920 million) by pricing its initial public offering at 3,000 yen per share, the top of the range. Shares of Tekscend Photomask began trading nearly 20% above the IPO price at 3,570 yen apiece, before paring gains to finish the day at 3,380 yen per share. The Nikkei 225 share average rose 1.27%, supported by upbeat performances in tech stocks, including SoftBank Group, which jumped 8.6% and Tokyo Electron, up 4.1%. Tech stocks in Japan have been buoyant, supported by global enthusiasm for companies expected to benefit from rising investments in artificial intelligence. Toppan Holdings carved out the business three years ago with private equity firm Integral. Prior to the listing, Toppan had a 50.1% stake in Tekscend Photomask, with Integral holding the remaining 49.9%. ($1 = 150.9000 yen) (Reporting by Sam Nussey, Miho Uranaka and Anton Bridge; Editing by Jacqueline Wong, Muralikumar Anantharaman and Sherry Jacob-Phillips)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TAIPEI (Reuters) -TSMC, the world's biggest producer of advanced AI chips, forecast fourth-quarter revenue up by as much as 24% as it rides an AI boom that saw it post its sixth consecutive quarter of double-digit profit growth, beating estimates. TSMC said it expects robust artificial intelligence demand to continue and maintained its forecast for capital spending at up to $42 billion for 2025, although it flagged a potential business impact from U.S. trade tariffs and currency moves. The Taiwan company, whose customers include Nvidia and Apple, posted a 39.1% jump in third-quarter net profit and said it would be prudent in its business planning going into 2026. Benefiting from surging demand for advanced chips used in AI applications, Taiwan Semiconductor Manufacturing Co said net profit for July-September climbed to T$452.3 billion ($14.76 billion). That was well ahead of a T$417.7 billion LSEG SmartEstimate drawn from 20 analysts. SmartEstimates are weighted toward forecasts from analysts who are more consistently accurate. TSMC said it believes the AI boom is strengthening and demand is stronger than what it had anticipated three months ago as it forecast next year to remain healthy due to robust demand for AI-related products. Trump's trade policies and threats to put tariffs on semiconductors have created uncertainty for the global chip industry and TSMC. TSMC announced plans for a $100 billion U.S. investment with Trump at the White House in March, on top of $65 billion pledged for three plants in the state of Arizona, one of which is up and running. On Wednesday, top semiconductor equipment maker ASML, for which TSMC is a major customer, said third-quarter bookings beat market forecasts but that it expected a significant fall in demand from China next year. Samsung Electronics said on Tuesday it expected its biggest quarterly profit in over three years, also thanks to the AI boom. Taiwan-listed shares in TSMC have risen 38% so far this year, largely brushing off concerns about tariffs, and ahead of the 20% rise for the broader market. ($1 = 30.6450 Taiwan dollars) (Reporting by Wen-Yee Lee, Faith Hung and Ben Blanchard; Editing by Christopher Cushing and Muralikumar Anantharaman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TAIPEI (Reuters) -TSMC, the world's biggest producer of advanced AI chips, forecast fourth-quarter revenue up by as much as 24% as it rides an AI boom that saw it post its sixth consecutive quarter of double-digit profit growth, beating estimates. TSMC said it expects robust artificial intelligence demand to continue and maintained its forecast for capital spending at up to $42 billion for 2025, although it flagged a potential business impact from U.S. trade tariffs. The Taiwan company posted a 39.1% jump in third-quarter net profit and said it would be prudent in its business planning going into 2026. Benefiting from surging demand for advanced chips used in AI applications, Taiwan Semiconductor Manufacturing Co said net profit for July-September climbed to T$452.3 billion ($14.76 billion). That was well ahead of a T$417.7 billion LSEG SmartEstimate drawn from 20 analysts. SmartEstimates are weighted toward forecasts from analysts who are more consistently accurate. Trump's trade policies and threats to put tariffs on semiconductors have created uncertainty for the global chip industry and TSMC, whose customers include Nvidia and Apple. TSMC announced plans for a $100 billion U.S. investment with Trump at the White House in March, on top of $65 billion pledged for three plants in the state of Arizona, one of which is up and running. On Wednesday, top semiconductor equipment maker ASML, for which TSMC is a major customer, said third-quarter bookings beat market forecasts but that it expected a significant fall in demand from China next year. Samsung Electronics said on Tuesday it expected its biggest quarterly profit in over three years, also thanks to the AI boom. Taiwan-listed shares in TSMC have risen 38% so far this year, largely brushing off concerns about tariffs, and ahead of the 20% rise for the broader market. ($1 = 30.6450 Taiwan dollars) (Reporting by Wen-Yee Lee, Faith Hung and Ben Blanchard; Editing by Christopher Cushing and Muralikumar Anantharaman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TAIPEI (Reuters) -TSMC, the world's largest contract chipmaker, posted a 39.1% jump in third-quarter net profit on Thursday, beating market forecasts and hitting a record as it benefited from surging demand for semiconductors used in artificial intelligence applications. Taiwan Semiconductor Manufacturing Co, whose customers include Nvidia and Apple, saw July-September net profit rise to T$452.3 billion ($14.76 billion). The profit handily beat a T$417.7 billion LSEG SmartEstimate, which is weighted toward forecasts from analysts who are more consistently accurate. ($1 = 30.6390 Taiwan dollars) (Reporting by Wen-Yee Lee, Faith Hung and Ben Blanchard; Editing by Muralikumar Anantharaman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TAIPEI (Reuters) -TSMC, the world's main producer of advanced AI chips, posted a 39.1% jump in third-quarter profit to record levels that handily beat market forecasts on Thursday, though U.S. tariffs could weigh on its outlook. Benefiting from surging demand for advanced chips used in artificial intelligence applications, Taiwan Semiconductor Manufacturing Co said net profit for July-September climbed to T$452.3 billion ($14.76 billion), its sixth straight quarter of double-digit growth. That was well ahead of a T$417.7 billion LSEG SmartEstimate drawn from 20 analysts. SmartEstimates are weighted toward forecasts from analysts who are more consistently accurate. Trump's trade policies and threats to put tariffs on semiconductors have created much uncertainty for the global chip industry and TSMC, whose customers include Apple and Nvidia. TSMC announced plans for a $100 billion U.S. investment with Trump at the White House in March, on top of $65 billion pledged for three plants in the state of Arizona, one of which is up and running. Taiwan-listed shares in TSMC have risen 38% so far this year, largely brushing off concerns about tariffs, and ahead of the 20% rise for the broader market. ($1 = 30.6450 Taiwan dollars) (Reporting by Wen-Yee Lee, Faith Hung and Ben Blanchard; Editing by Christopher Cushing and Muralikumar Anantharaman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TAIPEI (Reuters) -TSMC, the world's largest contract chipmaker, posted a 39.1% jump in third-quarter net profit on Thursday, beating market forecasts and hitting a record as it benefited from surging demand for semiconductors used in artificial intelligence applications. Taiwan Semiconductor Manufacturing Co, whose customers include Nvidia and Apple, saw July-September net profit rise to T$452.3 billion ($14.76 billion). The profit handily beat a T$417.7 billion LSEG SmartEstimate, which is weighted toward forecasts from analysts who are more consistently accurate. ($1 = 30.6390 Taiwan dollars) (Reporting by Wen-Yee Lee, Faith Hung and Ben Blanchard; Editing by Muralikumar Anantharaman)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

(Reuters) -Core Scientific's board urged its shareholders on Wednesday to vote for the crypto miner's proposed sale to CoreWeave as the company expects a number of benefits from the deal. CoreWeave announced its intention to buy Core Scientific in an all-stock deal valued at about $9 billion in July, valuing it at $20.40 per share. However, the proposed deal faces opposition from Two Seas Capital, the crypto miner's biggest shareholder. Two Seas Capital, which owns roughly 6.3% of Core Scientific, said in August it would vote against the sale as it "materially undervalues" the crypto miner and unnecessarily exposes its shareholders to substantial economic risk. Core Scientific's board has "unanimously determined" that the deal represents the best alternative for all its stockholders, it said in an investor presentation on Wednesday. The combined company will benefit from several potential cost savings and synergies, while de-risking Core Scientific's growth and providing upsides to the latter's shareholders, according to the presentation. CoreWeave provides access to data centers and Nvidia-powered AI chips to companies seeking to train large language models. Bitcoin miners' energy-intensive sites and power contracts, built during the crypto boom, have emerged as prime targets for AI companies expanding their computing infrastructure. (Reporting by Juby Babu in Mexico City; Editing by Pooja Desai)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

TAIPEI (Reuters) -TSMC, the world's largest manufacturer of advanced artificial intelligence chips, is set to post a 28% jump in third-quarter profit to reach a record high due to surging demand for AI infrastructure, though U.S. tariffs may complicate its outlook. Taiwan Semiconductor Manufacturing Co, the world's biggest contract chipmaker and a key supplier to Nvidia and Apple, is likely to report a net profit of T$415.4 billion ($13.59 billion) for the three months through September 30, showed an LSEG SmartEstimate compiled from 20 analysts. SmartEstimates place greater weight on forecasts from analysts who are more consistently accurate. TSMC has already flagged a market-forecast-beating rise in third-quarter revenue of 30%. Any profit result above T$398.3 billion would be the chipmaker's highest-ever and its seventh consecutive quarter of profit growth. TSMC, Asia's most-valuable listed company with a market capitalisation of around $1.2 trillion – nearly three times that of South Korean rival Samsung Electronics – will report financial results on Thursday and provide fourth-quarter guidance in an earnings call scheduled for 0600 GMT. On Wednesday, top semiconductor equipment maker ASML, for whom TSMC is a major customer, said third-quarter bookings beat market forecasts but that it expected a significant fall in demand from China next year. Samsung on Tuesday said it expected its biggest quarterly profit in over three years, also on the AI boom. It remains unclear how much U.S. President Donald Trump's tariffs will affect TSMC. Taiwan's exports to the United States are currently subject to a 20% tariff, but that excludes chips. U.S. Secretary of Commerce Howard Lutnick proposed last month that Taiwanese companies split their production of chips 50-50 between Taiwan and the U.S., compared to the current setup where the vast majority of production is on the island.  Taiwan has rejected that idea. TSMC is already investing $165 billion building factories in the U.S. in the state of Arizona. Shares in TSMC have gained 36% so far this year on optimism over AI, largely brushing off tariff concerns. The heavyweight's rise has powered the benchmark Taiwanese index's 18% advance over the same period. ($1 = 30.5680 Taiwan dollars) (Reporting by Ben Blanchard; Editing by Christopher Cushing)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)