TSMC

CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.

Taiwan industry reports peg this year's foundry price increases at 15-20 percent, with further hikes expected in 2027 as AI-driven wafer demand keeps utilization rates elevated.

Taiwanese chip designer Alchip Technologies posted record NT$7.43 billion in July revenue, driven by mass production of custom AI chips built on TSMC's N3P process.

Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand

Taiwan Semiconductor Manufacturing Co. delivered a robust first-quarter earnings beat, driven by insatiable demand for artificial intelligence hardware, signaling powerful tailwinds for key U.S. technology giants.