AI chip demand
Coverage of AI chip demand in the Nexus archive.
- Samsung Electronics second-quarter operating profit beats estimates on soaring AI chip demand
Samsung Electronics reported second-quarter operating profit exceeding analysts' estimates, driven by strong demand for AI chips. The company extended its record of consecutive profit growth.
- TSMC pledges extra US$100 billion for Arizona fab expansion amid soaring AI chip demand
TSMC has pledged an additional US$100 billion to expand its Arizona manufacturing facilities, increasing its total US investment to US$265 billion to meet rising AI chip demand. The company aims to proceed rapidly with the expansion, though no specific timeline was provided.
- China’s AI chip demand pushes South Korea into a rare surplus with top trade partner
South Korea's trade surplus with China increased to $3.8 billion in May 2025 due to rising demand for memory chips. The surplus followed a $1.1 billion surplus in February 2025, reversing a $764 million deficit in December 2025.
- Foreign investors pull out of India at record pace
Foreign investors have withdrawn $21 billion from Indian stocks in the last two months, positioning 2026 as the worst year for outflows since 1993. The exodus is driven by stronger opportunities in South Korea and Taiwan, Iran war effects, rupee weakness, and gold buying restrictions. Reliance Industries' digital arm has postponed its IPO to prevent further capital outflows.