ASML Cuts 1,700 Jobs Despite Record AI-Driven Orders and Growth
ASML announces 1,700 job cuts to streamline operations while reporting record €13.2B Q4 bookings driven by AI chip demand. Sales expected to grow to €34-39B in 2026.
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Intel's Supply Crunch Opens Door for AMD's Server CPU Dominance
Intel's 10-K filing reveals foundry struggles and server CPU challenges while AMD capitalizes on supply advantages through TSMC partnership, gaining significant data center market share.
China Greenlights Nvidia H200 AI Chip Orders as Tech Giants Prepare Major Purchases
Chinese regulators grant approval for Alibaba, Tencent, and ByteDance to order Nvidia H200 AI chips, potentially unlocking $30 billion in revenue amid US-China trade tensions.
TSMC's $56 Billion Bet: Chip Giant Goes All-In on AI Future
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
Wall Street Turns Bullish on ASML, TSMC, and Arista Networks
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
TSMC Gets U.S. Approval to Keep China Factory Running
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.