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2026-07-22
Texas Bets Big on Becoming America's Chip Capital - Governing
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www.governing.com 2026-07-22 Governing
2026-07-22
Nvidia Just Plowed Nearly $4 Billion Into a Company That's Reshaping the Cloud Industry, Increasing Its Stake by 18-Fold. Investors Should Be Paying Attention. - The Motley Fool
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www.fool.com 2026-07-22 The Motley Fool
2026-07-21
Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry - Yahoo Finance
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finance.yahoo.com 2026-07-21 Yahoo Finance
2026-07-21
Kapitalo Investimentos Ltda Sells 2,880 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-07-21 MarketBeat
2026-07-21
DJE Kapital AG Invests $118.39 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-07-21 MarketBeat
2026-07-21
Rapidus and Cadence partner to advance AI-driven SoC design - New Electronics
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www.newelectronics.co.uk 2026-07-21 New Electronics
2026-07-21
Goldkey secures NT$3.6 billion loan to expand AI server memory business
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digitimes.com 2026-07-21
Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion (US$111.3 million) to support inventory growth and working capital needs tied to AI servers and other high-demand markets. The Taiwan memory module maker said the financing will also back materials purchases as it prepares to expand its high-end RDIMM business in the second half of 2026.
2026-07-20
Rapidus and Cadence integrate agentic AI for SoC design - Engineering.com
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www.engineering.com 2026-07-20 Engineering.com
2026-07-20
Nvidia (NVDA) Strengthens with Improving AI Capabilities and Stronger Capital Expenditure - Yahoo Finance
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finance.yahoo.com 2026-07-20 Yahoo Finance
2026-07-20
Apple Briefly Became the World’s Most Valuable Company, Toppling Nvidia - PetaPixel
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petapixel.com 2026-07-20 PetaPixel
2026-07-20
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Trimmed by Cantillon Capital Management LLC - MarketBeat
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www.marketbeat.com 2026-07-20 MarketBeat
2026-07-20
Cadence and Rapidus hook up on agentic AI - Electronics Weekly
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news.google.com 2026-07-20 Electronics Weekly
2026-07-20
Rapidus and Cadence Collaborate on Agentic AI for Advanced-Node SoC Design - EE Times India
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news.google.com 2026-07-20 EE Times India
2026-07-20
Rapidus and Cadence Collaborate on Agentic AI for Advanced-Node SoC Design - EE Times Asia
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news.google.com 2026-07-20 EE Times Asia
2026-07-20
The AI boom is reshaping the semiconductor industry: Can the world's chip supply keep up? | Part 1 - Bhaskar English
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www.bhaskarenglish.in 2026-07-20 Bhaskar English
2026-07-20
Rapidus taps Cadence AI agents to speed 2nm chip design
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digitimes.com 2026-07-20
Japanese foundry Rapidus is integrating Cadence's AI-agent technology into its chip design platform as it seeks to shorten development cycles and attract customers for its planned 2nm manufacturing service.
2026-07-20
Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth
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digitimes.com 2026-07-20
TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial share earmarked for the US. Although Singapore tried to attract a TSMC fab, the chipmaker ultimately chose not to commit. Vanguard International Semiconductor Corporation (VIS), however, has received strong backing from TSMC for VisionPower Semiconductor Manufactu
2026-07-20
Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs
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digitimes.com 2026-07-20
As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.
2026-07-20
TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says - CNBC
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www.cnbc.com 2026-07-20 CNBC
2026-07-20
TSMC is accelerating Arizona factory build-out to capitalize on AI 'megatrend,' CFO says - CNBC
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www.cnbc.com 2026-07-20 CNBC