Taiwan Semiconductor Manufacturing Company's (TSMC) announcement of an additional US$100 billion investment into US manufacturing has...
AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated...
TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...
Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...
AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...