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Taiwan Semiconductor Manufacturing

AI Boom Fuels Big Calls on Micron and Intel as TSMC Defers Next‑Gen Tool Buys

Fresh analyst upgrades signal bets that AI demand will extend the chip upcycle.

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Prediction Markets Pivot From Bets to Hedging as Institutional Use Grows

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