TSMC has achieved a record monthly sales figure of NT$416.975 billion, driven by high demand for AI chips from major customers like NVIDIA, AMD, Apple, and Qualcomm. This represents a 30.1% increase from last year, with the company expecting its annual sales growth to exceed 30% this year.
OpenAI is reportedly planning an initial public offering (IPO) that could value the company significantly, despite expecting losses of around $14 billion this year due to heavy spending on AI infrastructure.
F5 has introduced an AI-powered web application firewall (WAF) to protect networks from pre-exploit attacks, using a neural network model to score every request in real-time.
Apollo has developed a framework to assess the risk of software investments to AI disruption, categorizing software into 12 to 14 categories and ranking them by susceptibility to AI disruption.
McDonald's is rolling out AI-powered drive-thru pilots, while Sea's Shopee is cutting hundreds of developer jobs as it pivots towards AI. UNESCO's Global Skills Academy is offering free digital skills and AI courses in partnership with TESDA and HP Foundation's Philanthropy.
Key Takeaways
["TSMC's monthly sales hit a record NT$416.975 billion, up 30.1% year-over-year, driven by AI chip demand.", 'OpenAI plans an IPO that could value the company significantly, despite $14 billion in expected losses this year.', 'F5 introduces AI-powered WAF for network security, using a neural network model for real-time threat detection.', 'Apollo develops framework to assess software investment risk to AI disruption.', "McDonald's rolls out AI-powered drive-thru pilots, while Sea's Shopee cuts developer jobs amid AI pivot.", "UNESCO's Global Skills Academy offers free digital skills and AI courses.", 'TSMC expects annual sales growth to exceed 30% this year, driven by AI-related demand.', "NVIDIA, AMD, Apple, and Qualcomm are major customers driving TSMC's AI chip demand.", "Sea's Shopee is cutting hundreds of developer jobs as it shifts focus towards AI."]TSMC hits record monthly sales with AI chip demand
Taiwan Semiconductor Manufacturing Company (TSMC) has set a new record for monthly sales, with a 30.1% increase from last year. The surge is driven by high demand for AI chips, with major customers like NVIDIA, AMD, Apple, and Qualcomm relying on TSMC's advanced manufacturing nodes. TSMC's sales in May reached NT$416.975 billion, or about 20.09 trillion won. The company expects its annual sales growth to exceed 30% this year, supported by strong AI-related demand.
TSMC reports 30% rise in monthly sales amid AI demand
TSMC reported a 30% year-over-year revenue increase for January and February 2026 combined. The company's revenue hit NT$718.91 billion, driven by AI infrastructure spending. March saw a 45.2% year-over-year sales increase, while April had a 17.5% growth. TSMC has raised its full-year 2026 revenue growth outlook to over 30% in US dollar terms.
TSMC's strong results signal AI industry growth
TSMC CEO C.C. Wei expects the global semiconductor supply to remain short of demand for several years due to AI. The company's results and outlook can be considered a barometer for the semiconductor industry's health. TSMC's importance in the industry is highlighted by its control of 73% of the global pure-play foundry market.
Apollo screens software investments for AI risk
Apollo developed a framework to assess the risk of software investments to AI disruption. The framework divides software into 12 to 14 categories and ranks them by susceptibility to AI disruption. This approach follows similar actions by other asset managers working to measure and reduce AI-related risk.
Apollo evaluates software deals for AI disruption risk
Apollo evaluates software deals for AI disruption risk using a new risk assessment framework. The framework categorizes software and ranks them based on vulnerability to AI disruption. Apollo's approach aims to address investor concerns about heavy exposure to software companies.
F5 adds AI-powered WAF for network security
F5 introduced an AI-powered web application firewall (WAF) to protect networks from pre-exploit attacks. The WAF uses a neural network model to score every request in real-time. This approach allows for enhanced behavioral detection and improved security against emerging threats.
OpenAI plans Wall Street IPO
OpenAI is considering an initial public offering (IPO) that could value the company at a significant amount. Despite rapid expansion, OpenAI expects losses of around $14 billion this year due to heavy spending on AI infrastructure.
Two AI stocks with dividends
Rockwell Automation and Ingersoll-Rand are two lesser-known AI stocks that offer dividends. Both companies are well-positioned to benefit from the growing demand for automation solutions.
SpaceX alternative stock basket
A basket of space and AI stocks, including Rocket Lab Corp, Intuitive Machines, AST SpaceMobile, and Alphabet, is presented as an alternative to investing in SpaceX.
Phemex launches AI Trader
Phemex introduced AI Trader, an institutional-grade deep reinforcement learning tool for crypto investors. The tool analyzes market conditions and executes predefined trading strategies systematically.
McDonald's AI drive-thru push
McDonald's is rolling out AI-powered drive-thru pilots and facing scrutiny after a workplace violence incident. The company's efforts to modernize its drive-thru experience raise concerns about the potential impact on workers.
UNESCO's Global Skills Academy
UNESCO's Global Skills Academy provides free digital skills and AI courses. The academy partners with TESDA and HP Foundation's Philanthropy to offer courses on data science, AI, and digital marketing.
Sea's Shopee cuts developer jobs
Sea's Shopee is cutting hundreds of developer jobs as it pivots towards AI. The reductions affect roles such as quality assurance.
Sources
- "The AI investment cycle has not weakened"... TSMC's monthly sales top 20 trillion won, a record high
- TSMC reports 30% rise in monthly sales amid AI infrastructure demand
- The World's Most Important Chipmaker Has Fantastic News for Artificial Intelligence (AI) Stock Investors
- Apollo Is Screening All Software Investments for AI Threat Risk
- Apollo evaluates software deals for AI disruption risk
- AI-powered WAF, virtual patching: How F5 is hardening networks against frontier threats
- OpenAI heads for Wall Street
- 2 AI Stocks You Never Saw Coming -- and They Come With Dividends
- SpaceX IPO: This Basket of Space + AI Stocks is a Better Buy Now
- Phemex Launches 'AI Trader', Institutional-Grade Deep Reinforcement Learning for Every Crypto Investor
- Should McDonald’s AI Drive Thru Push and Safety Scrutiny Require Action From McDonald’s (MCD) Investors?
- UNESCO’s Global Skills Academy: TESDA expands access to free digital
- Sea’s Shopee Cuts Hundreds of Developer Jobs During Pivot to AI
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