HeyJaredMonica Chen
- Indexed articles, last 90 days
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- Aug 25, 2026
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- Jul 17, 2026
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Applied Materials executive says data centers set new AI competition standard (opens the original)
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Commenting on the current surge in artificial intelligence (AI), Erix Yu, group vice president of Applied Materials and president of Applied Materials Taiwan, recently shared his perspective by tracing the evolution of industrial revolutions. While the First Industrial Revolution replaced manual labor with steam power, the Second introduced mass production through electricity, and the Third automated routine tasks with computers and information systems, the current Fourth Industrial Revolution r
TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead (opens the original)
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Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook for the third quarter, the additional US$100 billion investment planned for Arizona, and the compan
CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures (opens the original)
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Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace. As AI applications increasingly shift from model training to inference and agentic AI, the rise of generative AI—particularly the growing volume of inference workloads—is restoring the importance of CPUs within AI data centers. In addition to AI accelera
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