7 Posts

Semiconductors

TSMC expects AI chip demand to remain strong for years, reinforcing the long-term growth outlook for semiconductors, AI infrastructure, and advanced packaging technologies.

AI

Taiwan Semiconductor (TSMC) CFO Signals Strong Multi-Year Demand for AI Chips – Bullish Outlook for 2026 and Beyond

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3 Min Read

The Trump administration faces growing pressure from U.S. lawmakers to ban Chinese memory chips, intensifying the global semiconductor and AI hardware race.

AI

US Lawmakers Urge Trump Administration to Ban Chinese Memory Chips Amid Escalating Tech Tensions

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3 Min Read

Illustration of semiconductor chips, cargo containers, and AI data centers representing record US semiconductor imports during the AI infrastructure boom

AI

US Semiconductor Imports Hit Record Share of GDP Amid AI Infrastructure Boom

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3 Min Read

Concept illustration of AI-driven financial markets with stock charts, data centers, semiconductor chips, and artificial intelligence representing JPMorgan's AI trade analysis.

AI

JPMorgan Says “Everything Is Becoming an AI Trade” as AI Reshapes Global Markets

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2 Min Read

Concept illustration of DeepSeek developing a custom AI inference chip to power next-generation artificial intelligence models.

AI

China’s DeepSeek Developing Its Own AI Chip to Reduce Reliance on Nvidia and Huawei

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3 Min Read

Samsung Electronics and Nvidia logos representing record AI-driven quarterly profits in 2026.

AI

Samsung Surpasses Nvidia in Quarterly Profit: Is It Now the World’s Most Profitable Company?

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2 Min Read

Advanced AI processors and semiconductor chips inside a modern data center powering artificial intelligence workloads

AI

Google Orders Over 3 Million AI Chips from Intel: A Major Shift in the AI Chip Supply Chain

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3 Min Read