Sony, TSMC weigh $6.4 billion for Japan sensor venture
What's new: The partners are targeting a 2029 production start in Kumamoto as demand grows for sensors used in robots and self-driving cars.
Bloomberg, The Business Times (Singapore)
Subject
#Taiwan Semiconductor Manufacturing Co
Cerebras drops 17% after weaker 2026 margin outlook rattles investors
What's new: The AI chipmaker guided core gross margin to 38%-41% for the year, down from 47% in the first quarter.
Emerging-market profits beat estimates for first time since 2022
Why it matters: Stronger earnings across Asian tech, Indian energy and Brazilian utilities bolster the case that this year’s nearly 30% rally has firmer footing.