TSMC

All this demand for AI chips is just too much for one company.

TSMC responded by saying it expects employee profit-sharing bonuses to grow at a faster rate in 2026 than they did in 2025.

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

Despite challenges, TSMC is optimistic about Fab 21.

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.