Industry Trends

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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.

Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

Lumentum Posts Record AI‑Driven Revenue and Non‑GAAP Profit, Books $7.8B One‑Time GAAP Charge

TSMC and Taiwan Researchers Build MoS2 Transistor With 0.42 nm Engineered Interface

CuspAI Raises $450 Million and Launches 45‑Partner AI Materials Foundry

Astera Labs Shares Plunge After Massive Insider Sales

Googlebook: Android Laptops With Built-In Gemini Set for Fall 2026

TSMC to Cut VIS Stake to About 19% in $850 Million Block Trade

Cognizant to Acquire Astreya for About $600 Million to Bolster AI Infrastructure

Meta to Cut About 10% of Staff, Close 6,000 Open Roles

Framework Warns AI Boom Imperils Personal Computing Ahead of April 21 'Next Gen' Launch

Meta to Cut About 200 Bay Area Jobs in Late May, Filings Show

OpenAI Raises $122 Billion, Paving Path to IPO

São Paulo Labor Court Nullifies Stone Layoffs, Orders Immediate Reinstatement

Microsoft Ties Project Helix to Windows 11 With 'Xbox Mode' Rolling Out in April

Salesforce Shares Rise on Q4 Beat as Analysts Trim Targets

Nintendo Keeps Switch 2 Price Steady For Now Despite RAM Surge

KLA Beats Expectations and Guides Above Consensus as AI Tool Demand Grows, Shares Drop 7% After Hours

Phison E37T Sets a Low-Power Course for Gen5 SSDs at CES 2026

Apple’s A20 on TSMC 2nm Reported at $280 Per Chip, an 80% Jump