TSMC’s CEO Just Raised Capex to $64 Billion and Promised $100 Billion More for Arizona — While Warning Demand Still Won’t Be Met
TSMC CEO C.C. Wei posted a 77% profit surge in Q2 2026, raised capital spending to as much as $64…
Tag: semiconductors
Clark Just Got the Blueprint for Washington’s Anti-China Chip Strategy
The Philippines just got real numbers behind Pax Silica: a 1,620-hectare AI and chip manufacturing zone in Clark, a 30-year…
Memory Chip Prices Just Rose Up to 90% in Three Months. SK Hynix’s Own CEO Says the Shortage Won’t Bottom Out Until 2030.
DRAM prices jumped up to 90% in a single quarter as AI data centers consume an estimated 70% of the…
Intel’s CEO Was Publicly Told to Resign in August. By 2026, He’d Made the US Government Intel’s Third-Largest Shareholder — Sitting on a $27 Billion Gain
Intel CEO Lip-Bu Tan turned a public call for his resignation into a 10% US government stake in Intel now…
Lisa Su Unveiled AMD’s Most Powerful AI Rack Ever — and a Deal to Put 2 Gigawatts of It Inside Anthropic’s Data Centers
AMD CEO Lisa Su unveiled the Helios rack-scale AI system and confirmed a deal to supply Anthropic with up to…
Nokia Is Leasing Then Buying NXP’s Arizona Chip Fabs — Betting on Optical Chips, Not the AI Chips Everyone Else Wants
Nokia is taking over NXP's Chandler, Arizona chip fabrication campus through an unusual lease-first, buy-later structure — a bet on…
Nokia Is Leasing Then Buying NXP’s Arizona Chip Fabs — Betting on Optical Chips, Not the AI Chips Everyone Else Wants
Nokia is taking over NXP's Chandler, Arizona chip fabrication campus through an unusual lease-first, buy-later structure — a bet on…
Jensen Huang Told Congress Nvidia Will Build $500 Billion of AI Infrastructure in America. He Also Says Memory Chips, Not GPUs, Are Now the Real Bottleneck.
Nvidia CEO Jensen Huang briefed lawmakers on AI leadership and national security in late July 2026, while separately telling investors…
Qualcomm Is Raising Chip Prices in September. For a Country Built on Cheap Android Phones, That’s Not a Footnote
Qualcomm confirmed double-digit Snapdragon price increases starting September 1, driven by rising chip and memory costs — with knock-on effects…
Etched Doubles Its Valuation to $10.3 Billion Betting Nvidia Can’t Win Every Layer of AI
AI chip startup Etched raised $300M at a $10.3 billion valuation, betting that inference-specific silicon can beat Nvidia's general-purpose GPUs…