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Article compares TSMC and ASML as top AI infrastructure plays, highlighting TSMC's dominant 73% foundry market share, 33.7% revenue growth, and $100B Arizona expansion, alongside ASML's critical EUV …
TSMC boosts Arizona investment to $265B for 2nm chip production, posting record Q2 profit (+77.4% YoY). Move backed by US-Taiwan trade deal, signals strong AI-driven semiconductor demand benefiting m…
Nvidia CEO Jensen Huang projects over $1 trillion in AI-driven revenue, expanding beyond AI chips into broader markets and new semiconductor technologies, boosting investor confidence amid plans for …
SK Hynix is considering a US stock market listing to boost corporate value and gain exposure. The company leads in AI memory chips used in Nvidia processors, benefiting from global AI demand and supp…
Nvidia will invest £500 million in UK AI infrastructure start-up Nscale, strengthening its AI presence in Britain amid a wave of inward investment tied to President Trump's state visit.