TSMC at AGM: ‘Will Be a Long Time’ Before AI Supply Catches Demand
TSMC CEO C.C. Wei told the June 4 AGM AI demand still outpaces supply, signaling pricing power as Arizona buildout hits $165 billion.
AI chips
Ambarella Falls 21% on Q1 Beat as Guidance Lands In-Line
Ambarella stock tumbled 21% Friday despite a Q1 FY27 earnings beat. In-line Q2 guidance disappointed a market priced for upside.
NVIDIA Hits $81.6B, Guides $91B – Stock Slips on the News
NVIDIA posted record $81.6B Q1 revenue, +85% YoY, and guided Q2 to $91B – yet shares slipped 1.3% after hours.
Intel Surges Past $100 on Best Month in 55-Year Nasdaq History
Intel’s stock more than doubled in April 2026 — its best month in 55 years — as Q1 earnings beat expectations and AI server CPU demand rewrites the semiconductor narrative.
Intel Q1 2026 Earnings Blowout: AI CPU Demand Sparks Chip Rally
Intel crushed Q1 2026 estimates with $13.6B revenue and non-GAAP EPS of $0.29 — 29x consensus — as AI demand for CPUs drives a sector-wide semiconductor rally.
TSMC Q1 2026: 58% Profit Surge Confirms AI Chip Supercycle
TSMC reported $35.9B in Q1 2026 revenue, profit up 58%, with Q2 guidance of $39–40B. Four straight record quarters confirm the AI chip supercycle is intact.
TSMC Q1 2026 Earnings: AI Demand in the Spotlight
TSMC reports Q1 2026 earnings this week as investors look for confirmation that AI chip demand remains robust. Here is what’s at stake.
ASML Q1 2026 Earnings: The AI Chip Supply Chain Signal
ASML reports Q1 2026 earnings this week. As the sole maker of EUV machines, its order book is the best indicator of where the AI chip supercycle is headed.