semiconductor / news / / Barchart
Despite persistent fears that AI demand might be cooling, fresh earnings from Nvidia (NVDA) Broadcom (AVGO), and others underscore that the AI boom shows no signs of slowing.
Nvidia's data-center segment revenue surged 75% to $62.3 billion, powered by AI demand.
KEY POINTS
- TSMC's Arizona Fab 4 facility is fully booked through late 2027 before construction starts.
- U.S. tech giants are paying 25%-30% premiums for TSMC's Arizona chip capacity amid supply concerns.
- TSMC guides for nearly 30% revenue growth in 2026, outpacing analyst forecasts.
- Advanced nodes (7nm and below) now account for 77% of TSMC's wafer revenue.
COMPANIES
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