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TSMC Signals 2026 Capex Pause as AI Boom Lifts Margins and Bullish Calls

The market focus shifts to a brief 2026 capex slowdown within a longer AI expansion.

TSMC Posts Strong Q3 as $165 Billion U.S. Expansion Advances

Apple May Use Intel to Make Some iPhone Chips by 2028, Analysts Say

SoftBank’s Son Pushes Japan-Funded ‘Trump Industrial Parks’ on U.S. Federal Land

Intel Rallies on Reports Apple Is Testing Its 18A Node for Future M Chips

U.S. Signs Preliminary $150 Million Equity Offer With xLight for EUV Laser Source

U.S. Sets Dec. 12 White House Summit to Build AI Supply Chains With Eight Allies

Taiwan Indicts Tokyo Electron Taiwan Unit in TSMC 2nm Trade-Secret Case

Apple Evaluates Intel’s 2nm‑Class 18AP for Low‑End M Chips, Targeting 2027 Production

Micron Reportedly Plans ¥1.5 Trillion HBM Fab in Hiroshima Backed by Japanese Subsidies

Wingtech Appeals to Dutch Supreme Court as Nexperia Control Fight Jeopardizes Chip Supplies

Taiwan Raids Ex‑TSMC Executive’s Homes in TSMC–Intel Trade‑Secrets Dispute

Reports Say Rapidus Eyes 1.4nm Fab by 2029 as Company Calls It Speculation

TSMC Sues Ex-Senior VP After Move to Intel Over Alleged Trade-Secret Breach

TSMC to Build Three More 2nm Fabs in Taiwan to Boost 2026 Output

China Eases Nexperia Export Curbs After Busan Talks as Auto Chip Strain Lingers

Netherlands Pauses Nexperia Takeover After China Eases Export Curbs

Intel CEO Lip-Bu Tan Rejects Claims New Hire Took TSMC Trade Secrets

Taiwan Opens Probe Into Ex-TSMC Executive Now at Intel Over Alleged Transfer of Advanced Chip Data

White House Weighs Delaying Planned Chip Tariffs Despite Public Denials