TSMC reports 30% revenue growth amid AI chip demand surge

TSMC's strategic shift towards advanced technologies may reshape the semiconductor landscape, offering rivals a chance to gain ground. The post TSMC cuts 28nm wafer starts by 25%, opening the door for UMC to grab market share appeared first on Crypto Briefing.

AMD's acquisition of MEXT could significantly reduce AI memory costs and enhance competitiveness in AI infrastructure, impacting market dynamics. The post AMD acquires MEXT to enhance AI memory strategy and expand portfolio appeared first on Crypto Briefing.

Losses spread globally as investors questioned soaring valuations and spending on AI infrastructure A tech sell-off shook global markets on Tuesday as attention turned away from developments in the US war with Iran and toward the future of AI companies and chipmakers that have driven stock markets to record highs. The tech-heavy Nasdaq index opened 2% lower on Tuesday. The Dow and S&P 500 were also down at opening. Continue reading...

VIAVI's solution could accelerate AI data center efficiency, positioning the company as a key player in the evolving AI infrastructure landscape. The post VIAVI Solutions launches world’s first Ultra Ethernet validation solution for AI data centers appeared first on Crypto Briefing.

Argentum AI's deals highlight the growing demand for decentralized AI infrastructure, potentially reshaping global compute resource markets. The post Argentum AI secures $7.8B in long-term AI infrastructure deals appeared first on Crypto Briefing.

How decentralized infrastructure is emerging as the missing layer of the AI economy. Billions are pouring into GPUs, data centers, and massive cloud infrastructure. Global AI infrastructure spending hit a whopping $318 billion in 2025. The result is that AI models are growing exponentially more powerful, and rightfully so as

Taiwan's heavy margin borrowing amid the AI stock rally risks market instability, potentially leading to a sharp correction if TSMC falters. The post Taiwanese investors borrow heavily to ride the TSMC-fueled AI stock rally appeared first on Crypto Briefing.

Supermicro's strategic positioning in AI infrastructure could enhance its market competitiveness, despite facing pressure from larger rivals. The post Super Micro Computer surges 15% on Nvidia Vera Rubin AI infrastructure announcement appeared first on Crypto Briefing.