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TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Analysts say AI demand will keep advanced chip capacity tight through 2027.

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

Nebius Pushes Into Open-Model AI With Token Factory as Hyperscaler Deals Mount

Jefferies Names Broadcom Top Pick on OpenAI Chip Pact, Raises Target to $480