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AI Demand

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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.

Cisco Shares Eclipse Dot‑Com Peak for First Time Since 2000

TSMC Lifts 2025 Outlook, Speeds 2nm Push in Arizona After Record Quarter

Samsung Reportedly Clears Nvidia’s HBM3E Qualification, Turbocharging Shares and the Memory Outlook

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion

TSMC Posts Record Q2 Profit and Guides 30% Full-Year Growth While Warning of Tariff and Margin Risks