To provide context, Intel (INTC) has recently detailed over $100 billion in U.S. fabrication expansion projects across ...
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AI chipmakers see record growth as demand surges
Who’s leading gains: Micron, Nvidia, and TSMC are reporting record revenues and profits, driven by AI data center demand and strong pricing for advanced chips. Why demand soars: AI model training, ...
Morning Overview on MSN
Global semiconductor sales hit $298.5 billion in Q1 2026 — a 79% surge driven by AI chip demand that’s outpacing every factory on Earth
The global semiconductor industry recorded $298.5 billion in sales during the first quarter of 2026, a 79 percent jump from ...
Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the ...
Harding Loevner outperformed the MSCI World ex US Index in Q1 2026 despite volatility from Middle East tensions. Read the ...
Google expands AI infrastructure in India with $15 billion Visakhapatnam hub and manufacturing plans
Google is expanding its India presence with a $15 billion AI hub in Visakhapatnam and plans to explore local manufacturing of ...
14h
Anthropic cozies up to Elon Musk, IBM makes its case to win in AI, and Cerebras has big IPO plans
Anthropic cozies up to Elon Musk, IBM makes its case to win in AI, and Cerebras has big IPO plans - SiliconANGLE ...
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