Monday, August 10, 2026

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18 articles

TSMC Raises 2026 Capex Target as Global AI Chip Shortage Persists

TSMC Raises 2026 Capex Target as Global AI Chip Shortage Persists

Salvado•Jul 21, 2026

TSMC Lifts 2026 Capex to $56 Billion as SK Hynix Debuts on Nasdaq, Signaling Global Chip Buildout

Business Technology

TSMC Lifts 2026 Capex to $56 Billion as SK Hynix Debuts on Nasdaq, Signaling Global Chip Buildout

Salvado•Jul 15, 2026

Global Semiconductor ETF Surged 79% Then Fell 10% in One Day — ASIC Costs Explain Why

Technology & Markets

Global Semiconductor ETF Surged 79% Then Fell 10% in One Day — ASIC Costs Explain Why

Salvado•Jun 11, 2026

Nvidia Buys Groq as US Tech Giants Lock Up AI's Global Silicon Supply Chain

Nvidia Buys Groq as US Tech Giants Lock Up AI's Global Silicon Supply Chain

Salvado•May 25, 2026

Meta Shifts 7,000 Staff Into AI and Commits Up to $135B in 2026 Capex

Technology & AI

Meta Shifts 7,000 Staff Into AI and Commits Up to $135B in 2026 Capex

Salvado•May 24, 2026

Analog Devices Posts 30% Revenue Surge as Global AI Infrastructure Race Drives Semiconductor Demand

Technology & Markets

Analog Devices Posts 30% Revenue Surge as Global AI Infrastructure Race Drives Semiconductor Demand

Salvado•May 17, 2026

One Taiwanese Foundry Stands Between Broadcom and $100 Billion in AI Revenue

Technology & Economy

One Taiwanese Foundry Stands Between Broadcom and $100 Billion in AI Revenue

Salvado•Apr 28, 2026

TSMC's $1.1T Global AI Chip Supply Faces Taiwan Strait Single-Point Risk

TSMC's $1.1T Global AI Chip Supply Faces Taiwan Strait Single-Point Risk

Salvado•Apr 12, 2026

AI Chip Makers Outpace Software Companies as Global Infrastructure Spending Reshapes Tech Markets

AI Chip Makers Outpace Software Companies as Global Infrastructure Spending Reshapes Tech Markets

Salvado•Apr 9, 2026

Nvidia projects $1 trillion chip sales through 2027 as global AI infrastructure race intensifies

Nvidia projects $1 trillion chip sales through 2027 as global AI infrastructure race intensifies

Salvado•Mar 18, 2026

KLA Forecasts Mid-to-High Teens Growth in Advanced Packaging as Global AI Chip Race Drives Equipment Orders

KLA Forecasts Mid-to-High Teens Growth in Advanced Packaging as Global AI Chip Race Drives Equipment Orders

ViaNews Editorial Team•Mar 7, 2026

AMD Lands 6GW Meta GPU Deal as NVIDIA Pushes 2027 Rubin Launch Amid Global AI Chip Race

AMD Lands 6GW Meta GPU Deal as NVIDIA Pushes 2027 Rubin Launch Amid Global AI Chip Race

ViaNews Editorial Team•Mar 5, 2026

US 10% Tariffs Add $12 Billion to Global AI Chip Orders as Cross-Border Supply Chains Face Cost Shock

US 10% Tariffs Add $12 Billion to Global AI Chip Orders as Cross-Border Supply Chains Face Cost Shock

ViaNews Editorial Team•Mar 2, 2026

NVIDIA Sets 2027 Rubin Ultra Launch as AMD Wins Meta Deal in US-Asia Chip Manufacturing Shift

NVIDIA Sets 2027 Rubin Ultra Launch as AMD Wins Meta Deal in US-Asia Chip Manufacturing Shift

ViaNews Editorial Team•Feb 28, 2026

TSMC Boosts 2026 Capex to $10B+ as Global AI Chip Race Spans Taiwan, US, Germany

TSMC Boosts 2026 Capex to $10B+ as Global AI Chip Race Spans Taiwan, US, Germany

ViaNews Editorial Team•Feb 23, 2026

Applied Materials Earnings Reveal the Global Race to Build AI's Hardware Foundation

Technology & Innovation

Applied Materials Earnings Reveal the Global Race to Build AI's Hardware Foundation

ViaNews Editorial Team•Feb 19, 2026

TSMC Shares Surge Amid AI Optimism, But Long-Term Growth Questions Linger

TSMC Shares Surge Amid AI Optimism, But Long-Term Growth Questions Linger

ViaNews Editorial Team•Jan 5, 2026

TSMC Shares Surge Amid AI Optimism, But Risks Lurk

TSMC Shares Surge Amid AI Optimism, But Risks Lurk

ViaNews Editorial Team•Jan 5, 2026