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Taiwan Semiconductor Manufacturing

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

The move marks a shift from licensing to selling Arm‑built silicon for agentic AI in data centers.

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Analysts Lift Nvidia Targets as Broadcom Projects $100 Billion in 2027 AI Chip Sales

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

TSMC Maps Faster Growth for 2026 and Retools Manufacturing for the AI Era

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Samsung Lands $16.5 Billion Tesla Chip Deal as TSMC’s AI Foundry Grip Holds

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

TSMC Grabs Record 70.2% Foundry Share on Q2 Surge to $30.24 Billion

Nvidia Expands AI Leadership with New Taiwan Supercomputer and NVLink Fusion