TSMC Profit Jumps 58% as AI Chip Boom Defies Geopolitical Headwinds
Taiwan Semiconductor posts 58% profit surge on AI demand, raises 2026 revenue outlook and joins trillion-dollar club despite Middle East conflict and.
Hardware & ChipsConfirmed82
Taiwan Semiconductor posts 58% profit surge on AI demand, raises 2026 revenue outlook and joins trillion-dollar club despite Middle East conflict and.
Dutch lithography giant ASML raised its 2026 revenue target to €34-39B, driven by insatiable AI chip demand that has made South Korea its top customer and.
Apple plans 2027 launch of AI-powered smart glasses in four frame styles and three colors, directly challenging Meta's Ray-Ban partnership with.
Arm pivots from licensing to making its own AI chips, projecting $15B revenue by 2031 as CEO Haas takes broader SoftBank AI role.
Apple will launch its first foldable iPhone alongside iPhone 18 Pro models in September 2026, while a larger foldable tablet/MacBook slips to 2027,.
Intel partners with Musk's Terafab to co-build a $25B Austin fab that will churn out AI processors for Tesla robots, SpaceX satellites and xAI models.
Firmus secures $505M led by Coatue, bringing total raised to $1.35B in six months as it races to build AI infrastructure across Asia.
Intel is pivoting its entire foundry strategy to advanced chip packaging, betting billions that bigger 3D-stacked packages—not smaller nodes—will win the.
Nvidia takes $2B stake in Marvell, linking custom XPUs and silicon photonics to its AI factory stack via NVLink Fusion.
FCC filings reveal Meta and EssilorLuxottica ready 'Scriber' and 'Blazer' Ray-Ban AI glasses, targeting prescription wearers with enhanced features and.
Memory chip stocks tumbled after Google revealed TurboQuant, a compression technique that slashes AI memory needs by 6×. Samsung, Micron and SK Hynix.
Arm ships its first in-house AI processor, the AGI CPU, to Meta—marking the end of its pure licensing era.
Jensen Huang calls gamer backlash 'completely wrong' after DLSS 5's AI scene re-lighting faces dev skepticism and player revolt.
Elon Musk announces Terafab, a massive semiconductor plant in Austin to produce AI chips for Tesla robotaxis, SpaceX data centers, and xAI workloads.
Amazon reportedly developing "Transformer" smartphone focused on Alexa+ integration, over a decade after Fire Phone failure.