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TSMC Posts Record $35.6B Revenue, Fueled by Surging Global AI Demand
Taiwan Semiconductor Manufacturing Company (TSMC) reported record first-quarter revenue of $35.6 billion. This figure represents a 35% year-over-year increase...
TSMC Smashes Estimates, Hikes 2026 Outlook on Massive AI Chip Demand
TSMC reported record first-quarter revenue of $35.71 billion. This figure represents a 35% year-over-year increase and exceeds consensus analyst estimates....
Meta and Broadcom Extend AI Chip Partnership to Cut GPU Reliance
Meta Platforms and Broadcom extended their strategic partnership to co-develop custom artificial intelligence silicon through 2029. Broadcom will serve as the...
ASML hikes 2026 sales target to €40 billion, fueled by AI
ASML Holding NV raised its 2026 revenue forecast to between €36 billion and €40 billion. The Dutch company attributes the upgrade to accelerating demand for...
ASML Hikes 2026 Sales Forecast to €40 Billion, Citing AI Demand
ASML Holding NV raised its full-year 2026 revenue outlook following strong first-quarter results. The company now projects 2026 sales between €36 billion and...
ASML raises sales forecast to €40 billion, driven by AI demand
ASML Holding NV reported strong Q1 2026 results and increased its annual sales guidance. The company now expects full-year sales between €36 billion and €40...
Broadcom secures Meta AI chip deal, targeting multi-gigawatt rollout through 2029
Broadcom Inc. and Meta Platforms, Inc. launched a multi-year partnership to develop custom AI accelerator chips. The collaboration focuses on Meta’s Training...
Broadcom and Meta extend AI chip partnership, targeting gigawatt-scale infrastructure
Broadcom and Meta extended their strategic partnership through 2029 to scale artificial intelligence infrastructure. The collaboration focuses on developing...
TSMC Hits Record $35.6B Revenue, Driven by Surging AI Chip Demand
Taiwan Semiconductor Manufacturing Company (TSMC) reported record first-quarter 2026 revenue of $35.6 billion. This figure exceeded analyst expectations and...
🟢 VGT is trading 1.53% up today as U.S.-Iran peace talks resume
VGT is trading 1.53% up today as U.S. equities surge following reports of de-escalation in the Middle East conflict. • Investor optimism improved after...
DeepX taps Samsung for 2nm chips, challenging TSMC in on-device AI
Korean startup DeepX will manufacture its next-generation DX-M2 AI processor using Samsung Foundry’s 2-nanometer process. Production is scheduled to begin next...
TSMC Hits Record $35.6B Revenue, Driven by Surging AI Chip Demand
TSMC reported record first-quarter revenue of $35.6 billion. Quarterly revenue grew 35% compared to the previous year. The results significantly exceeded...
TSMC Hits Record $35.6B Revenue, Fueled by Nvidia and Apple AI Demand
Taiwan Semiconductor (TSMC) reported record first-quarter revenue of $35.6 billion. This figure represents a 35% year-over-year increase and exceeded analyst...
Samsung and SK hynix seek multi-year AI chip deals, stabilizing supply chains
Samsung Electronics and SK hynix are transitioning to multi-year supply agreements with Microsoft and Google. These contracts cover critical AI components,...
VGT Closes Up 1.29% on April 13 Amid Geopolitical Stabilization
VGT closed up 1.29% at $752.85 on April 13, 2026, tracking a broader market recovery despite a lack of fund-specific news. The ETF continued its upward trend...
Samsung and SK Hynix pursue 5-year AI chip deals, targeting revenue stability
Samsung Electronics and SK hynix are negotiating three-to-five-year supply agreements with Microsoft and Google. This shift marks a significant departure from...
Samsung and SK hynix pivot to multi-year deals, stabilizing AI supply
Samsung Electronics and SK hynix are negotiating multi-year supply agreements with major clients including Google and Microsoft. Executives from both South...
Oracle Stock Surges 11%, Adding $44 Billion After Utility AI Launch
Oracle (ORCL) shares surged more than 11% during trading. The rally added over $44 billion to the company's market valuation. Oracle announced new artificial...
🟢 VGT is trading 0.25% up
VGT is trading at $754.74, up 0.25%.
Gartner forecasts $1.3 trillion chip revenue, driven by record AI demand
Gartner predicts global semiconductor revenue will reach $1.3 trillion in 2026. This forecast represents a 64% increase from current levels. The growth marks...