TSMC Sales Jump Signals AI Demand Strength Amid Memory Slump
Taiwan Semiconductor Manufacturing Co. reports a 36% quarterly sales increase, with June revenue surging as memory eq...
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26,226 articlesTaiwan Semiconductor Manufacturing Co. reports a 36% quarterly sales increase, with June revenue surging as memory eq...
As 2026 AI demand shifts, investors weigh TSMC and AMD on who can sustain capacity, pricing power, and growth. This p...
Investors are weighing memory constraints and AI demand against Nvidia’s growth potential beyond GPUs as the company ...
Bitcoin steadies near $62,000 as a major bitcoin demand drop sparks debate about whether the market is close to a cyc...
Intel leads a high-stakes comeback race among legacy hardware players, while HP and Xerox wrestle with structural hea...
NVIDIA is forecast to surpass Apple in market capitalization by late July, even as Apple posts faster near-term growt...
Amkor Technology and Ichor Holdings report Q4 2025 results, underscoring their roles as AI hardware enablers as the m...
David Tepper's Appaloosa Management has loaded up on Micron as memory markets rebound, while bets on AMZN and UBER re...
Intel surged about 8% in midday trading, topping gains among the mega-cap chip names. The move comes as investors wei...
Micron Technology faces a pivotal moment as AI memory demand accelerates. Analysts weigh a potential multi-year upcyc...
Morgan Stanley's latest bottom up view argues that AI infrastructure demand will outpace supply, turning the Nebius s...
Kraft Heinz trimmed guidance after a challenging quarter, McCormick posted steady growth with margin pressure, and Ho...