TSMC Q2 earnings beat: NT$706.6B net profit (~$22B, +77% YoY). Capex raised to $60-64B, Arizona expanded by $100B to $265B total. HPC 66% of revenue.
TSMC Q2 Earnings Hit Record $22 Billion Profit, Adds $100 Billion Arizona Investment Read More »
Apple reclaimed the top spot at $4.88T market cap, overtaking Nvidia at $4.86T. YTD Apple +22-23%, Nvidia +7%. AI investor focus shifts to consumer monetization.
Apple Overtakes Nvidia as World’s Most Valuable Company as AI Investor Focus Shifts Read More »
TSMC posted record $39.6B Q2 2026 revenue, beating guidance, with June sales surging 67.9% YoY and the chipmaker sold out of N3 capacity for AI customers.
Meta will start manufacturing its Iris AI chip in September 2026 as part of a plan to double total compute capacity to 14 gigawatts by 2027.
Meta Iris AI Chip Enters Production in September to Power 14 GW Compute Target by 2027 Read More »
SK Hynix closed its first day of trading on the Nasdaq with a roughly 13 percent gain, capping the largest share sale ever conducted by a foreign company on a U.S. exchange and cementing the South Korean chipmaker’s position at the centre of the global artificial intelligence hardware supply chain. The Korean memory giant raised
SK Hynix’s $26.5 Billion Nasdaq Debut Marks Largest Foreign Listing in US History Read More »
South Korean memory chipmaker SK Hynix has priced its blockbuster Nasdaq American Depositary Receipt offering at $149 per share, raising approximately $26.5 billion in what is now the largest first-time U.S. stock sale by a foreign company and the third-largest listing in global market history. The pricing, completed on Friday in Seoul, was set at
SK Hynix Prices $26.5B Nasdaq Listing at a Rare Premium to Korea Read More »
Nvidia shares fall 2% on report China’s DeepSeek is developing its own AI inference chip. Inference focus avoids export controls. CUDA lock-in under pressure from Chinese fabs.
Nvidia Shares Drop as China’s DeepSeek Reportedly Develops In-House AI Inference Chip Read More »
Samsung forecasts a 19-fold jump in quarterly operating profit as AI memory demand drives a structural chip crunch. $518B investment plan validates the AI silicon cycle.
Samsung Forecasts 19-Fold Jump in Quarterly Profit as AI Demand Fuels Chip Crunch Read More »
Anthropic is discussing a custom AI chip with Samsung Foundry, following OpenAI’s Broadcom ‘Jalapeño’ processor. The move signals the AI industry’s break from Nvidia.
Nvidia is offering a new generation of AI startups something it has historically refused: a piece of the upside. Under a program disclosed to Bloomberg on July 1, 2026 and confirmed by CNBC, the Santa Clara chipmaker will swap blocks of compute capacity on its Blackwell and Rubin GPU clusters for revenue participation agreements —
