Strong AI Demand Helps TSMC Overlook Middle East Concerns, Lifts Outlook
Taiwan Semiconductor Manufacturing Company expects 30%+ growth as AI chip demand surges, despite risks from the Middle East conflict.
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TSMC Reports 35% Revenue Surge as AI Demand Stays Strong Despite Middle East War
TSMC sales jumped 35% as AI chip demand stays strong, easing fears of Middle East tensions slowing tech growth.
Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
Apple Adds Bosch, Cirrus Logic, TDK & Qnity to Boost American Production
Apple is adding Bosch, Cirrus Logic, TDK, and Qnity Electronics to its American Manufacturing Program with a $400 million investment through 2030.
Arm Enters the AI Chip War: Launches Its First-Ever AGI CPU with Meta as Lead Customer
Arm enters the AI chip race with its new 136-core AGI CPU. Meta is the first major buyer as Arm targets $15B annual revenue from chips in 5 years — aiming for $25B total company sales.
"We Either Build Terafab or We Don't Have the Chips": Musk's Massive Austin Fab to Deliver 1 Terawatt of Compute Yearly
Elon Musk announces Terafab, a $20-25B Tesla-SpaceX-xAI joint venture to build the world's largest chip fab in Austin, targeting 1 terawatt of AI compute yearly for robots, cars, and space.