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# Evening Scan
- URL: https://adjacent.media/scan/2026-04-16-pm/
- Published: 2026-04-16T23:02:55.000Z
- Updated: 2026-04-16T23:02:56.000Z
- Description: The chip trade keeps flowing, just through different ports. Meanwhile, TSMC’s monster quarter confirms AI demand isn’t cooling off anytime soon.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The chip trade keeps flowing, just through different ports. Meanwhile, TSMC's monster quarter confirms AI demand isn't cooling off anytime soon.

> **$100B** — Google's SpaceX stake could be worth this much if Musk hits his $2T IPO target.. *(Bloomberg)*

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#### [TSMC reports Q1 revenue up 35.1% YoY to \~$35B, net income up 58.3% YoY to \~$18B, both above est., and says 7nm or smaller chips were \~74% of its wafer revenue](https://www.cnbc.com/2026/04/16/tsmc-q1-profit-58-percent-ai-chip-demand-record.html?ref=adjacent.media)

TSMC's earnings suggest AI chip demand has no obvious ceiling. *(CNBC)*

#### [Analysis: China's chipmaking tool imports from Singapore rose 17% YoY to $5.7B in 2025 and from Malaysia rose 2x+ to $3.4B; direct US imports fell 34% to \~$2B](https://asia.nikkei.com/business/technology/tech-asia/china-snaps-up-us-chip-tools-via-southeast-asia-amid-supply-chain-shift?ref=adjacent.media)

Trade wars don't stop trade, they just create more interesting shipping routes. *(Nikkei Asia)*

#### [DeepL, known for text translation, now wants to translate your voice](https://techcrunch.com/2026/04/16/deepl-known-for-text-translation-now-wants-to-translate-your-voice/?ref=adjacent.media)

The German translation startup is betting real-time voice could be its Zoom integration moment. *(TechCrunch)*

#### [Microsoft's new Xbox chief starts making her mark](https://www.theverge.com/notepad-microsoft-newsletter?ueid=059aa4f980227e6c2f519fcbff04acdf&bxid=60ca3cd61abeb364a779d452&ref=adjacent.media)

After years of strategy whiplash, there's apparently hope inside the Xbox org again. *(The Verge)*

> “This is a moment where I get to bond with 4,000 of my closest friends.” — *Warner Bros.' Jeff Goldstein on CinemaCon*