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TSMC Extends Lead in AI Chips With Record Margins and Higher 2026 Targets

A $1.5 trillion market forecast by 2030 signals durable demand for TSMC's leading-edge manufacturing.

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Wall Street Splits on AMD as AI Workloads Lift Outlook Before Q1

Celsius Beats Q3 Targets as Alani Nu Drives Sales, but Stock Slides on Transition Costs

Foxconn’s AI Server Business Overtakes iPhone Assembly in Q2 2025

Qualcomm Shifts Focus to Automotive, IoT and AI Server Chips as Apple Deal Winds Down