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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...
Gartner forecasts $1.3T semiconductor market, driven by AI memflation
Gartner projects global semiconductor revenue will reach $1.3 trillion by 2026. This forecast represents a 64% surge in market value. The primary driver is...
TSMC accelerates US expansion, fueled by 35% revenue surge from AI
TSMC is accelerating its multi-billion dollar expansion in Arizona to bolster US-based manufacturing. The company reported a 35.1% year-over-year increase in...
Intel and Nvidia eye DustPhotonics, targeting faster AI data transfer speeds
Intel and Nvidia are reportedly exploring the acquisition of Israeli startup DustPhotonics. The potential deal is valued in the hundreds of millions of...
Anthropic Unveils Claude Mythos AI, Alarming Officials Over Massive Security Flaws
Anthropic launched Project Glasswing on April 13, 2026, a defensive cybersecurity initiative powered by the Claude Mythos Preview AI model. The model...
Rapidus Lands $4B Japan Subsidy, Challenging TSMC for 2nm Dominance
Japan’s Ministry of Economy, Trade and Industry approved ¥631.5 billion ($3.97 billion) in additional subsidies for state-backed foundry Rapidus. This funding...