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Bank of America Raises AI Data‑Center Forecast to $2.2 Trillion and Puts Server CPU TAM Above $210 Billion

Bank analysts say the rise of agentic AI is changing data‑center architecture so CPUs take a larger orchestration role for hyperscaler deployments.

Solstice to Buy Element Solutions in $14.5 Billion Deal

Synopsys Ends Support for Fab Analytics to Push All‑In on AI Chip Design

ASML Shares Jump After Musk Endorsement and Huge Memory Makers’ Spending Plans

Oxmiq Raises $35M to License a CUDA‑Compatible GPU Architecture

Analysts Lift Lam Research Targets on Multi-Year AI Chip-Equipment Upswing

Intel Names Seok‑Hee Lee to Lead Standalone Advanced Packaging Unit

NVIDIA and TSMC Move GPU‑Accelerated AI Directly Into Chip Fabs

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

TSMC Sets 2029 Targets for A13 and A12, Delaying High‑NA EUV

Micron Soars on AI Memory Crunch as Analysts Lift Targets to $600

Gulf Attacks Cripple Qatar Helium, Putting Advanced Chip Supply on Edge

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

Cadence Launches ChipStack AI ‘Super Agent’ for Chip Design, Citing Up to 10x Speedups

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

ASML Sets Records and Lifts 2026 Outlook on AI Tool Demand, Plans 1,700 Job Cuts

Morgan Stanley Names Micron Top Pick, Raises Target to $338 on Tight Memory Supply

DeepSeek Releases V3.1, Tunes FP8 Format for Forthcoming Chinese AI Chips

Micron Shares Climb on Surging AI Memory Demand and Upbeat Outlook