Latest News Analysis
Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing chemical link to scale EUV materials
Premium The plant, located in Yunlin County, is expected to come online as early as 2028 and will co-develop advanced photoresists with TSMC.
Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals
Premium Orders for Arm's AGI CPU double to $2 billion over the next two years in 1.5 months. While will not make Arm a major supplier of data center CPUs, it will make it a strong contender.
White House reportedly considers mandatory government vetting of AI models before release
Premium The Trump administration is in early discussions about an executive order that would create a government review process for AI models before public release.
Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhood
Premium According to a new survey conducted by Ipsos at the end of last year, almost half of all queried Americans said they would oppose an AI data center being built near their community.
Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region
Premium The projection, based on orders already received from major Chinese technology firms including Alibaba, ByteDance, and Tencent, would represent growth of at least 60% year-over-year.
Microsoft attributes $25 billion of AI budget to memory and chip costs
Premium Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year's record $410 billion.
Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited
Premium Token costs rise as the industry reckons with AI's impact on the workforce.
Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure
Premium Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.
