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OpenAI’s 26-GW Chip Commitments Boost Supplier Outlook, Expose Financing and Power Hurdles

Fresh price-target hikes cite AMD’s MI450 rollout from 2026, with OpenAI’s multi-year build tied to equity-linked supply deals.

SMIC Tests Homegrown DUV Lithography Tool From Yuliangsheng

TSMC Accelerates U.S. Expansion, Removes Chinese Tools, Adds Nvidia Orders

Micron Shares Climb on Surging AI Memory Demand and Upbeat Outlook

Nvidia Faces $8 Billion China Revenue Loss as Export Ban Fuels Local Chip Alternatives