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TSMC Q1 Revenue Jumps 35% to T$1.134 Trillion, Beating Estimates

Investors now look to TSMC’s April 16 outlook.

AI Data Centers Face Growing Local Pushback Across the U.S.

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AI Memory Boom Propels Samsung to Record Q1 Guidance

Helium Crunch From Hormuz Standoff Threatens AI Chipmaking

AI Buildout Supercharges China’s Chip Industry at Semicon China

M‑Trends 2026 Finds 22‑Second Handoffs, Exploit‑Led Breaches and a Vishing Spike

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Nvidia Projects At Least $1 Trillion In AI‑Chip Revenue By 2027 As It Details New Platforms And Deals

AI Boom Reshapes Memory Market, Ending Boom-Bust Cycle

San Antonio Launches Economic Security Advisory Group to Grow AI, Biotech, Quantum and Space Manufacturing

Analysis Finds Nvidia’s Arm-Based GB10 Cores Match AMD and Intel Desktop Performance

Nasscom Sees India Tech Revenues Reaching $315 Billion in FY26 as AI Reshapes Strategy

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Cloud Giants Lock Up 2026 Hard‑Drive Supply as Western Digital and Seagate Sell Out

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

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

NAND Price Spike Puts Samsung and SK Hynix on Track for Decade-High Margins

India Plans February Launch of Indigenous AI Models as Summit Spurs $70 Billion Push

2026 Smartphone SoC Shipments Seen Down 7% as Premium AI Phones Lift Revenue

Zotac Warns GPU Makers’ Survival at Risk as Memory Shortage Deepens