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As TSMC expands its investment in Arizona to US$265 billion, the global semiconductor supply chain is accelerating its move into the state, transforming the long-known "Sunshine State" into a new US hub for semiconductors and AI. Arizona has also become a focal point for companies looking to tap into the next wave of growth around advanced manufacturing, data centers, and related services.

AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment

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digitimes.com 2026-07-24

AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still has substantial room to grow. The CEO said AI adoption is now moving beyond efficiency gains and into new products, services, and business models.

Trumpf builds EUV moat with 40 years of chip tech

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digitimes.com 2026-07-24

AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key supplier of CO2 laser light sources for ASML's EUV exposure tools, says its EUV technology was the result of more than 40 years of sustained R&D and more than 20 years of collaboration with ASML to industrialize EUV.

Better Buy: SpaceX or Nvidia? - The Motley Fool

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news.google.com 2026-07-24 The Motley Fool

Nvidia's Stock Hasn't Been This Cheap Since 2019. Here's Why It's the Best Buy in the Market Now. - The Motley Fool

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www.fool.com 2026-07-24 The Motley Fool

Better-Buy Chip Stock: Taiwan Semiconductor vs. Nvidia - The Motley Fool

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www.fool.com 2026-07-24 The Motley Fool

NVIDIA vs. UiPath: Which Artificial Intelligence Stock Is a Better Buy in 2026? - The Motley Fool

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www.fool.com 2026-07-24 The Motley Fool

Marvell Technology vs. Nvidia: What Do the Revenue Trends of These Artificial Intelligence Companies Tell Investors? - The Motley Fool

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www.fool.com 2026-07-24 The Motley Fool

Marvell Technology: Steady Upward Revenue Steps Marvell Technology ( MRVL -2.12% ) provides data infrastructure semiconductor solutions spanning from the data center core to the network edge. It launched the Teralynx T100 switch and acquired Polariton Technologies earlier in the period, while reporting a 1% net income margin for the quarter ended May 2, 2026. Nvidia: Accelerating Sequential Revenu

Semiconductor Industry Artificial Intelligence Revenue Growth AI Chips Marvell NVIDIA Data Infrastructure Computational Architecture

Nvidia’s Sydney Sykes on winning corporate venture capital deals - TechCrunch

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techcrunch.com 2026-07-24 TechCrunch

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