Geopolitics

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TSMC Signals Possible Wafer Price Hikes as AI Demand Boosts Profitability

Customer notices of possible 5–10% wafer price increases would show TSMC exercising pricing power ahead of its Q2 earnings report.

German Firms Say Country Too Dependent on US Cloud Providers

Sylvamo Starts Transition Year With Soft Q1

Kandi Posts 2025 Revenue Slump, Unveils 2026 'Dual-Engine' Pivot

Ardagh Metal Packaging Beats Q1 Guidance on European Strength

Nvidia’s AI Data-Center Lead Over AMD Widens as China Sales Are Excluded From Guidance

Pakistan Cement Dispatches Tick Up in March on Export Gains

BASF to Open €8.7 Billion China Complex as CEO Warns of Delayed Returns

Robert Walters Suspends Final Dividend as 2025 Loss Prompts Deeper Cuts

Lynas, JARE Strike 12-Year Rare Earths Deal With $110/kg Floor and 5,000 Tonnes a Year of NdPr

MSC Halts Gulf Exports as Maersk Suspends Bookings and Sets Emergency Rates

Davos Report Finds Companies Unprepared for Geopolitical Shocks as Policy Uncertainty Hits 20-Year Peak

Rio Tinto Unveils Three-Division Overhaul With 2025 Growth Targets and $5–$10 Billion Cash Plan

Jefferies Sets Bullish Course for India’s CRDMO Sector With New Ratings and Targets

TSMC Reports Record 2024 Revenue with 33.9% Growth Driven by AI Demand

US Firms Report Record-Low Profits and Optimism in China Amid Geopolitical Strains

ASML Anticipates Surge in Orders Due to AI Chip Demand