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TSMC Lifts Guidance and Orders Record Capex to Serve Soaring AI Chip Demand

Rising spending to build advanced fabs will be offset by planned price rises to cover higher build and equipment costs.

Alibaba Publishes Qwen3.8 Weights While Keeping Commercial Limits on Its 2.4T Max

Cerebras Posts Explosive Cloud Growth but GAAP Margins Plummet

Nvidia Recruits Wall Street to Target $500 Billion for AI Compute Financing

Micron Says AI Demand Far Outstrips Memory Supply as It Boosts U.S. Factory Bets

Microsoft Readies Maia 300 Reveal to Scale Its Custom AI Chips

Samsung Says Memory Shortage Will Deepen Through 2027 and Not Ease Before 2028

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

AMD Agrees to Buy Taalas to Add Model‑Specific AI Inference Chips

SK Hynix Board Approves $38 Billion Fab Spend as Micron Shares Tick Higher

Anthropic Builds In‑House Chip Team to Optimize Claude

SpaceX Will Build Its AI Infrastructure Exclusively on Nvidia's Vera Rubin

GPU Retail Prices Surge As Partners Pass On Higher GDDR7 and Wafer Costs

Nvidia Reportedly Backs Hut 8’s $19.6 Billion Beacon Point Leases

Memory Makers Shift Capacity to AI, Threatening a 70% Drop in Supply to Module Firms

Taiwan Detains Nvidia Employee in Probe of Alleged Supermicro AI‑Chip Smuggling

South Korea Announces $950 Billion in AI Cooperation Pledges to Build Global Supply‑Chain Hub

Supermicro Posts Surprise 15%–17% Margins and $60 Billion Order Intake as Legal Questions Remain

Samsung and Broadcom Sign $200 Billion MOU Tying HBM, 2nm Foundry and Packaging