Semiconductors

TSMC’s Record Quarter: What AI Silicon Demand Looks Like in Numbers

TSMC’s Record Quarter: What AI Silicon Demand Looks Like in Numbers

Guava Systems Editorial Team

October 20, 2026

More from Semiconductors

Orange and red infographic of a rising bar chart and memory module with a plus 17 percent label

The Memory Crunch: Why Every PC Quote Is Climbing in 2026

The Memory Crunch: Why Every PC Quote Is Climbing in 2026

Guava Systems Editorial Team

October 20, 2026

Illustration of a glowing green processor chip labeled RTX Spark on a dark circuit-board grid

Surface Laptop Ultra and RTX Spark: Windows on Arm Gets Its Real Test

Surface Laptop Ultra and RTX Spark: Windows on Arm Gets Its Real Test

Guava Systems Editorial Team

October 20, 2026

GlobalFoundries’ U.S.–Japan Fab Plan Puts Foundry Operations at the Center of a New Capacity Model

GlobalFoundries’ U.S.–Japan Fab Plan Puts Foundry Operations at the Center of a New Capacity Model

GlobalFoundries’ U.S.–Japan Fab Plan Puts Foundry Operations at the Center of a New Capacity Model

Guava Systems Editorial Team

October 15, 2026

ASML Reports Record Q3 Sales as AI Demand Drives Future Capacity Planning

ASML Reports Record Q3 Sales as AI Demand Drives Future Capacity Planning

ASML Reports Record Q3 Sales as AI Demand Drives Future Capacity Planning

Guava Systems Editorial Team

October 14, 2026

Tower and Semtech Expand SiGe Capacity for AI Data-Center Interconnects

Tower and Semtech Expand SiGe Capacity for AI Data-Center Interconnects

Tower and Semtech Expand SiGe Capacity for AI Data-Center Interconnects

Guava Systems Editorial Team

October 13, 2026

Global Chip Sales Pass $1 Trillion Through August as Supply-Chain Risks Persist

Global Chip Sales Pass $1 Trillion Through August as Supply-Chain Risks Persist

Global Chip Sales Pass $1 Trillion Through August as Supply-Chain Risks Persist

Guava Systems Editorial Team

October 12, 2026

Gartner Forecasts a Sharp 2026 Decline in PC and Smartphone Shipments as Memory Costs Rise

Gartner Forecasts a Sharp 2026 Decline in PC and Smartphone Shipments as Memory Costs Rise

Gartner Forecasts a Sharp 2026 Decline in PC and Smartphone Shipments as Memory Costs Rise

Guava Systems Editorial Team

October 9, 2026

Conceptual blue and vermilion chip tiles linked by circuit paths and patent documents.

Huawei and Qualcomm agree broad patent license covering 5G and AI

Huawei and Qualcomm agree broad patent license covering 5G and AI

Guava Systems Editorial Team

October 5, 2026

Conceptual copper memory module with emerald crystal data tiles, floating above an abstract landscape.

Micron reports $54.23 billion quarterly revenue as memory demand expands

Micron reports $54.23 billion quarterly revenue as memory demand expands

Guava Systems Editorial Team

October 1, 2026

Conceptual red processor surrounding a blue wireframe landscape, representing spatial AI research.

AMD agrees to buy World Labs in $8.2 billion AI deal

AMD agrees to buy World Labs in $8.2 billion AI deal

Guava Systems Editorial Team

September 29, 2026