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EUV626 3nm568 AI271 AI chips215 GPU193 HBM101 DRAM94 AI infrastructure89 memory chips86 semiconductor75 GaN61 2nm48 CPU47 data center47 SiC43
2026-06-11
AI CapEx Trade Returns? Semiconductor Equipment Stocks Surge on Intel Boost - Moomoo
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www.moomoo.com 2026-06-11 Moomoo
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AI CapExSemiconductor EquipmentCapital ExpenditureIntelStock Market SurgeTechnology StocksArtificial IntelligenceChip Manufacturing
2026-06-06
Can AI Capex Extend The Semiconductor Cycle? - Seeking Alpha
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seekingalpha.com 2026-06-06 Seeking Alpha
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2026-06-04
TSMC sees no sign of capex slowdown as demand stays strong - digitimes
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www.digitimes.com 2026-06-04 digitimes
TSMC chairman C.C. Wei told shareholders on June 4 that the company sees no reason to cut capital spending, citing strong demand for advanced chips, continuing expansion in the US, and growing interest in robots and autonomous vehicles. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To
TSMCCapital ExpenditureSemiconductor ManufacturingAdvanced ProcessChip DemandUS MarketAIAutonomous Vehicles
2026-06-03
The AI Build‑Out Isn’t Slowing — and NVIDIA Still Sits at the Center of Many Major CapEx Plans - 24/7 Wall St.
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247wallst.com 2026-06-03 24/7 Wall St.
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2026-06-03
The AI Build‑Out Isn’t Slowing — and NVIDIA Still Sits at the Center of Many Major CapEx Plans - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-05-29
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade - 24/7 Wall St.
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247wallst.com 2026-05-29 24/7 Wall St.
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2026-05-29
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade - Yahoo Finance
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finance.yahoo.com 2026-05-29 Yahoo Finance
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2026-05-27
Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem
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digitimes.com 2026-05-27
Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon, and framed Taiwan as central to the company's AI expansion. Taipei Mayor Wayne Chiang attended only as a "guest."
2026-05-26
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge - Tom's Hardware
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www.tomshardware.com 2026-05-26 Tom's Hardware
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2026-05-26
AI capex will drive performance of chip stocks: BNP Paribas Wealth Management - CNBC
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www.cnbc.com 2026-05-26 CNBC
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2026-05-26
Samsung Electronics Bonus Deal Faces Shareholder Lawsuit as Micron, TSMC Widen Capex Lead - Tech Times
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www.techtimes.com 2026-05-26 Tech Times
By Allen Lee Published: May 25 2026, 16:47 PM EDT Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket Samsung and SK Hynix GETTY IMAGES Samsung Electronics and its labor union reached a tentative wage agreement on May 20, 2026, averting an 18-day strike by approximately 48,000 workers at the world's largest memory chipmaker — but the deal has t
Semiconductor IndustrySamsung ElectronicsShareholder LawsuitKorean ChipmakersChip ManufacturingCapital ExpenditureMicron TechnologyTSMC
2026-05-20
Nvidia Earnings: 3 Things to Watch as AI Capex Tested - Gotrade
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www.heygotrade.com 2026-05-20 Gotrade
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2026-05-20
How Hyperscaler CapEx Drives Semiconductor Stock Prices - Gotrade
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www.heygotrade.com 2026-05-20 Gotrade
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2026-05-17
Micron’s AI Memory Boom Demands $25 Billion Capex as HBM Sells Out and Technical Signals Flash Cau - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-13
Will 2026's CapEx Rebound and 2nm Ramp Be Catalysts for Entegris? - The Globe and Mail
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www.theglobeandmail.com 2026-05-13 The Globe and Mail
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2026-05-12
TSMC approves $20B capex increase for TSMC Arizona - MSN
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www.msn.com 2026-05-12 MSN
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2026-05-12
TSMC approves $20B capex increase for TSMC Arizona - Seeking Alpha
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seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-12
TSMC (NYSE: TSM) Q1 profit NT$572.5B with US$31.3B capex, US$20B Arizona boost - Stock Titan
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www.stocktitan.net 2026-05-12 Stock Titan
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2026-05-04
ASML Investment Case: EUV Monopoly & Semi Capex Cycle - Gotrade
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www.heygotrade.com 2026-05-04 Gotrade