Taiwan Semiconductor Manufacturing Company (TSMC)

Rising chip costs and shifting smartphone market shares

50 clusters · 396 sources · last updated 3 days ago

Latest: Smartphone industry faces shifting brand loyalty and rising costs in 2026

The global smartphone market is undergoing a historic contraction, with IDC projecting shipments to drop 16.7 percent in 2026. This downturn is driven by a massive surge in memory component costs, as production is redire

AI semiconductor shortage and memory market boom

448 clusters · 1507 sources · last updated 5 days ago

Latest: TSMC market value projected to exceed $3 trillion by 2029

The AI-driven semiconductor shortage and memory market boom have intensified, with manufacturers reallocating capacity toward High Bandwidth Memory (HBM). This shift has created a supply crunch for consumer-grade DDR4 an

Data centre expansion, energy, labor & market outlook

44 clusters · 198 sources · last updated 5 days ago

Latest: Data center expansion faces labor, energy, and safety challenges

Washington state’s 2026 freeze on new data‑centre projects persists as AI‑driven demand pushes U.S. installed capacity toward 118 GW by 2030 and 194 GW by 2035. Global investment is projected to exceed $1 trillion by 202

Google launches Pixel 11 series and expands AI ecosystem

38 clusters · 642 sources · last updated 5 days ago

Latest: Google unveils Pixel 11 series with Tensor G6 chip

Google has launched its 2026 hardware ecosystem, headlined by the Pixel 11 series: the Pixel 11, Pro, Pro XL, and the foldable Pixel 11 Pro Fold. Powered by the Tensor G6 chip, which is designed to handle large language

Global GPU and tech prices surge amid memory crisis

33 clusters · 166 sources · last updated 7 days ago

Latest: NVIDIA RTX 50 series graphics cards face massive price surges

By early September 2026, the global memory crisis has intensified, driving extreme price volatility in the GPU market. Analysts attribute this surge primarily to the rising cost of GDDR7 memory chips, as high demand from

AI chip and infrastructure rally faces volatility

42 clusters · 371 sources · last updated 9 days ago

Latest: Alibaba raises 10.2 billion USD through massive share placement for AI

The AI-driven semiconductor and infrastructure rally continues to face volatility as companies navigate shifting enterprise budgets and high valuations. Nvidia remains a central architect of the ecosystem, recently repor

Taiwan AI boom drives record GDP, energy, and market shifts

23 clusters · 88 sources · last updated 10 days ago

Latest: Taiwan stock market boom drives retail investor borrowing

Taiwan’s AI-led economic expansion accelerated in mid-August 2026, with the government raising its 2026 GDP growth forecast to 11.05%. This surge is underpinned by a projected 41.07% year-on-year increase in exports, dri

Apple iPhone 18 launch: DRAM shortage, price hike, and delay

6 clusters · 147 sources · last updated 12 days ago

Latest: Apple faces high iPhone repair costs and Chinese market challenges

Apple’s upcoming iPhone 18 Pro, Pro Max, and foldable iPhone Ultra face significant supply chain disruptions due to a global DRAM shortage. An internal memo leaked on 5 August 2026 confirmed a September 9 keynote for the

China's push for semiconductor self-sufficiency

8 clusters · 50 sources · last updated 19 days ago

Latest: China authorizes ByteDance and Tencent to import NVIDIA H200 chips

By late August 2026, the landscape of semiconductor competition between the U.S. and China evolved through complex licensing and strategic maneuvering. Following a shift in U.S. export policies to a case-by-case licensin