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Broadcom warns TSMC capacity is hitting limits, threatening AI growth through 2026
Broadcom warned that manufacturing capacity at Taiwan Semiconductor Manufacturing Co. (TSMC) has become a critical bottleneck for the artificial intelligence...
TSMC Accelerates Arizona 3nm Production, US Capacity Already Fully Booked
TSMC is accelerating the construction of its second Arizona manufacturing site. Mass production of 3-nanometer chips is now expected to begin in the second...
Broadcom Warns of TSMC Production Bottlenecks, Driven by AI Demand
Broadcom director Natarajan Ramachandran announced that primary manufacturing partner TSMC is reaching its production capacity limits. Explosive demand for AI...
Broadcom warns of TSMC supply shortages, driven by surging AI demand
Broadcom announced supply chain constraints caused by production bottlenecks at Taiwan Semiconductor Manufacturing Co. (TSMC). A company executive confirmed...
Tata Secures $735 Million for India Chip Fab, Challenging Global Leaders
Tata Semiconductor Manufacturing secured a $735 million loan package for its new fabrication plant in Dholera, India. This project advances India’s goal to...
Apple Sets WWDC 2026 Dates, Targeting Major AI Breakthroughs
Apple scheduled its annual Worldwide Developers Conference (WWDC) for June 8 to June 12, 2026. The company issued the announcement late on March 23rd,...
NVIDIA Resumes China H200 Sales, Navigating US Export Restrictions
NVIDIA CEO Jensen Huang announced at the GTC conference that the company will resume H200 processor sales to businesses in China. This move follows several...
NVIDIA Projects $1 Trillion AI Sales, Shattering Wall Street Market Estimates
NVIDIA CEO Jensen Huang announced the company expects $1 trillion in sales from its Blackwell and Vera Rubin AI platforms within two years. This forecast...
NVIDIA partners with energy giants on AI factories, solving power grid bottlenecks
NVIDIA and Emerald AI partnered with energy firms AES, Constellation, and NextEra Energy. This collaboration will develop a new class of AI factories. The...
NVIDIA considers Feynman redesign, TSMC 2nm capacity booked until 2028
NVIDIA may redesign its next-generation Feynman AI chip platform, according to Taiwan’s Economic Daily News. TSMC’s advanced 2-nanometer production capacity is...
🟢 VGT is trading 1.95% up in pre-market
VGT is trading at $718.90, up 1.95% in pre-market.
Tesla and SpaceX launch $25B Terafab, bypassing global chip suppliers
Tesla and SpaceX will build a massive semiconductor manufacturing plant near Austin, Texas, named Terafab. The facility aims to produce custom artificial...
Oracle Hikes 2027 Revenue Goal to $90 Billion, Citing AI Surge
Oracle raised its fiscal year 2027 revenue guidance to $90 billion. This forecast marks a significant increase from the reaffirmed fiscal 2026 outlook of $67...
Tesla and SpaceX announce Texas AI chip plant, bypassing global supply constraints
Elon Musk announced the Terafab project on Saturday. This massive semiconductor manufacturing facility will be located near Austin, Texas. Tesla and SpaceX...
Tesla launches Terafab to build AI chips, challenging semiconductor giants
Tesla officially launched its Terafab project on March 21 to develop a vertically integrated AI chip fabrication facility. CEO Elon Musk initiated the project...
Trump Administration Launches AI Blueprint, Blocking State Rules to Protect Innovation
The Trump Administration released a national AI policy framework on March 21, 2026. This legislative blueprint establishes a federal standard for artificial...
Tesla launches $25 billion Terafab project, cutting reliance on external foundries
Tesla launched the $25 billion Terafab Project on March 21, 2026. CEO Elon Musk announced the initiative to establish in-house semiconductor manufacturing...
Tesla launches $25 billion Terafab project to secure AI chip independence
Tesla launched the Terafab Project on March 21, 2026, to establish in-house semiconductor production. The facility requires an estimated investment of $20...
Tesla launches Terafab project, investing $25 billion in AI chips
Tesla launched the Terafab Project today to bring AI chip production in-house. The company is investing $25 billion into this new semiconductor fabrication...
Super Micro Sinks 28%, Co-Founder Charged in $2.5B China Smuggling Scheme
Federal prosecutors unsealed an indictment against Super Micro Computer co-founder Yih-Shyan “Wally” Liaw and two others. The group allegedly smuggled $2.5...