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AI Chip Demand

TSMC's record quarter, judge's ruling in Apple case, and ASML's supply concerns

TSMC Set to Report Sixth Straight Record Quarter as AI Demand Drives Expansion

Investor focus has shifted to margins and U.S. factory execution as the company keeps capital spending very high.

Judge Grants Limited Expedited Discovery in Apple v. OpenAI

ASML Says AI Demand Will Outrun Planned 2027–28 Supply After Record Quarter

Microsoft Bets on Maia 300 to Make In‑House Chips Its Primary Inference Platform

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Leaker Says AMD's RDNA 5 Likely Delayed Into Late 2027

Intel Begins Customer Sampling of D270 Data-Center GPU

Super Micro Contractor Pleads Guilty in Scheme to Divert Nvidia AI Servers to China

Broadcom’s AI Revenue Surge Raises Questions Over Reported $42 Billion Anthropic Loan

TSMC Posts About $16 Billion September Revenue as AI Chips Fill Leading‑Edge Capacity

Musk Says Tesla and SpaceX Will Build and Run Terafab

Nvidia Is Building a Market to Finance Its GPUs

GlobalFoundries Signs Five-Year Silicon Interposer Manufacturing Deal With TSMC

Musk Says Tesla and SpaceX Will Run Terafab as TSMC Talks Stay Preliminary

ASML Raises 2026 Outlook as AI and HBM Shortages Boost EUV Demand

AMD Pledges Tens of Billions to Boost Chip Supply in 2027

Qualcomm and Huawei Announce Multi‑Year Patent Cross‑License and U.S. Patent Sale

Micro Center Requires 'No Export' Pledge and ID for RTX 5090 Sales

Nvidia Stock Hits Record High After $150 Billion Buyback Boost

Google’s Project Suncatcher Puts Four TPUs in Orbit and Confirms They Run Inference

HPE Wins $1.2 Billion Vultr Order for AMD Helios Racks