TSMC, Samsung Give Clues to AI Outlook: Asia Earnings Week Ahead

The global AI boom is putting a spotlight on Taiwan Semiconductor Manufacturing Co.’s and Samsung Electronics Co.’s earnings outlook this week.

After an investment frenzy from US tech giants like Nvidia Corp. and OpenAI, the chipmakers’ earnings may offer insight into growing concerns over a potential AI bubble.

Geopolitics are also in play as US-China trade tensions start to escalate once again. After China imposed broad curbs on some rare earths, Trump threatened to cancel an in-person meeting with Chinese President Xi Jinping and said he would impose extra tariffs and export controls on critical software ...