AI Demand

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Copper Prices Surge Amid AI Demand and Sulfur Supply Constraints

Copper Prices Surge Amid AI Demand and Sulfur Supply Constraints

Hua Hong Semiconductor Q1 2026 Earnings: Foundry Growth via Specialty Process Leadership in the AI Era

Hua Hong Semiconductor Q1 2026 Earnings: Foundry Growth via Specialty Process Leadership in the AI Era

GlobalWafers Identifies Q1 2026 Inflection Point: AI-Driven 12-inch Wafer Scarcity Looming

GlobalWafers Identifies Q1 2026 Inflection Point: AI-Driven 12-inch Wafer Scarcity Looming

Microsoft Azure AI Capacity and Capex Scrutiny: Navigating the Supply-Demand Gap

Microsoft Azure AI Capacity and Capex Scrutiny: Navigating the Supply-Demand Gap

Intel Optimizes Wafer Edge Yield to Maximize Revenue and Meet Surging AI Compute Demand

Intel Optimizes Wafer Edge Yield to Maximize Revenue and Meet Surging AI Compute Demand

Strategic Expansion in Japanese Materials: Kao and Ajinomoto Bolster Semiconductor Supply Chains Amid AI Surge

Strategic Expansion in Japanese Materials: Kao and Ajinomoto Bolster Semiconductor Supply Chains Amid AI Surge

AI Demand Squeeze: Automotive and Networking ICs Migrate to 2nm Process

AI Demand Squeeze: Automotive and Networking ICs Migrate to 2nm Process