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TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure

Monica Chen, Hsinchu; Charlene Chen, DIGITIMES Asia 0

Credit: DIGITIMES

Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs'...

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