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TSMC Hikes 2026 Revenue Forecast and Capex After 45% July Sales Surge

The jump shows faster AI-driven demand that is pushing TSMC to expand capacity overseas and lift spending on production tools.

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Entegris Posts Strong Quarter as AI-Driven Chip Demand Boosts Sales

Atreides’ Gavin Baker Says AI Bottleneck Trade Is Winding Down

SK Hynix Picks Nasdaq for Planned U.S. ADR Listing

Nvidia Pledges About $150 Billion a Year in Taiwan and Plans Constellation Campus

Wolfspeed Extends Rally After Citrini Names It Top AI‑Infrastructure Pick

South Korea Flags Chip Materials Risk as Iran Conflict Exposes AI Supply Chain Weakness