semiconductor manufacturing

Tower Semiconductor and Salience Labs partner to manufacture optical switches for AI data centers using silicon photonics technology, targeting commercial availability with ultra-low latency performance.

TSM reports record financial performance driven by AI chip demand, with revenue up 350% and gross margins near 60%. AI chips now represent 58% of revenue.

Investor David Tepper reduced GPU maker exposure, increasing stakes in AI infrastructure leaders like Micron, TSMC, and major tech platforms developing custom chips.

Analyst recommends ExxonMobil, Visa, and ASML over Walmart, citing the retailer's elevated valuation and modest growth prospects compared to these alternatives' stronger fundamentals.

Micron commits $200B to U.S. chip manufacturing over the decade, betting on sustained AI-driven demand for memory chips despite potential overcapacity risks.

TSMC positioned to capture significant revenue from $650B data center investment wave through 2026, benefiting from surging AI chip demand across hyperscalers.

Micron shares surged 40% on AI demand, but commodity memory markets face cyclical pricing pressures as competitors add capacity, limiting long-term growth potential.

Micron shares jump 6.9% on $50B domestic fab investment announcement, boosting confidence in AI-driven memory demand despite significant financing challenges ahead.

GlobalFoundries and Renesas form multi-billion dollar alliance to boost semiconductor production capacity across US, Europe, and Asia starting mid-2026, targeting automotive and industrial markets.

Micron sees substantial upside potential driven by AI chip demand surge and memory shortages expected through 2028, with analyst targeting $1,200 stock price by August 2026.

Tech giants plan $700B AI infrastructure investment in 2026, with two-thirds funding GPUs and CPUs. TSMC positioned for major revenue gains from surging chip demand.

Chemical Mechanical Planarization market to double to $13.23 billion by 2035, driven by semiconductor demand and 5G deployment. Asia Pacific fastest-growing region.

Micron Technology capitalizes on AI demand with 57% revenue growth and strong valuation metrics. The chipmaker expands capacity with a $100 billion New York facility.

Alphabet and TSMC poised to profit from AI boom—Alphabet dominates search and AI services, while TSMC controls advanced chip manufacturing.