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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."

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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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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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 Industry Samsung Electronics Shareholder Lawsuit Korean Chipmakers Chip Manufacturing Capital Expenditure Micron Technology TSMC

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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How Hyperscaler CapEx Drives Semiconductor Stock Prices - Gotrade

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www.heygotrade.com 2026-05-20 Gotrade

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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