F
#AI #TechInvestment #Semiconductors
www.fool.com
Big Tech Will Spend $700 Billion on Artificial Intelligence in 2026. Here's My Top Stock to Buy to Take Advantage. | The Motley Fool
Expectations are already high for this AI stock, but big tech could provide an even bigger tailwind.
Wall Street expected there to be a significant step-up in spending by the biggest hyperscalers this year.
F
#ArtificialIntelligence #EarningsGrowth #Semiconductors
www.fool.com
Prediction: This Could Be the Best-Performing AI Chip Stock of 2026
This networking company is experiencing remarkable earnings growth driven by artificial intelligence-fueled demand.
Artificial intelligence (AI) infrastructure spending is poised to jump significantly in 2026, with a recent report from CNBC suggesting that the capital expenditures (capex) of the top four hyperscalers in the U.
#Taiwan #ArtificialIntelligence #Semiconductors
apnews.com
Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats
TAIPEI, Taiwan (AP) -- In Taipei, real estate agent Jason Sung is betting that home prices around a high-tech industrial park in the northern part of Taiwan's capital will soon take flight - because of computer chip maker Nvidia.
#Semiconductors #Innovation #R&D
markets.businessinsider.com
Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley
Applied's new, $5 billion EPIC Center is the largest-ever U. S. investment in advanced semiconductor equipment R&D designed to dramatically reduce the time from R&D to commercialization by several years
SANTA CLARA, Calif.
#Nexperia #Semiconductors #NationalSecurity
apnews.com
Dutch court orders investigation into semiconductor chipmaker Nexperia
THE HAGUE, Netherlands (AP) -- A Dutch court on Wednesday ordered a formal investigation into Dutch-based semiconductor chipmaker Nexperia and upheld an earlier order suspending its Chinese CEO, citing doubts about the company's policies and conduct.
#ASML #Semiconductors #AIRevolution
www.cnbc.com
Why Nvidia's AI boom couldn't happen without Dutch chip equipment maker ASML
The company saw its share price rise 36% in 2025 and has continued the surge into 2026.
Nvidia has become the world's most valuable company thanks to its advanced chips that are powering the AI revolution.
U
#Semiconductors #TaiwanUSRelations #Investment
www.usnews.com
Taiwan Looks Forward to More Chip Investment in Arizona, President Says
TAIPEI, Jan 23 (Reuters) - Taiwan looks forward to even more semiconductor investment in Arizona to bolster ties with the United States, President Lai Ching-te told a visiting senator from the state on Friday.
#semiconductors #Taiwan #USrelations
uk.finance.yahoo.com
Taiwan looks forward to more chip investment in Arizona, president says
TAIPEI, Jan 23 (Reuters) - Taiwan looks forward to even more semiconductor investment in Arizona to bolster ties with the United States, President Lai Ching-te told a visiting senator from the state on Friday.
D
#Semiconductors #AI #SupplyChainResilience
deloitte.wsj.com
AI Boom Reshapes Global Semiconductor Supply Chains
In light of trade restrictions on next-generation AI chip technologies, leaders should adapt quickly to make supply chains more resilient, according to Deloitte Global
What's new: Geopolitical tensions and escalating trade restrictions could be reshaping semiconductor supply chains, with far-reaching implications for AI chip innovation, the global economy, national security, and scientific progress, according to Deloitte Global's "TMT Predictions 2026" report.
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#ArtificialIntelligence #Semiconductors #Investment
www.bloomberg.com
Global Chip Stocks Soar as Huang Helps Fuel AI Euphoria at Davos
The AI boom is riding high into 2026, defying concerns about lofty valuations as well as tensions between various nations, with the market pricing in strengthened industry fundamentals.
U
#Intel #Semiconductors #DataCenter
www.usnews.com
Intel Results to Spotlight Turnaround Efforts as AI Data Centers Boost Chip Demand
Jan 21 (Reuters) - Intel shareholders are optimistic about the company's results like they have not been for many quarters, betting the turnaround CEO Lip-Bu Tan promised was taking root and that rapid data center build outs were fueling strong demand for its traditional server chips.
