Tag

#Semiconductor

3 articles

AMD commits more than $10bn to Taiwan’s AI ecosystem with ASE, SPIL and Helios as the visible deliverables

AMD has pledged over $10 billion to Taiwan’s semiconductor ecosystem to support the development of AI infrastructure, including the upcoming Helios platform. The investment strengthens partnerships with local leaders like ASE and SPIL, aiming to scale advanced packaging and manufacturing capabilities.

May 213

tech

In April 2025, Intel was trading at $18. Fourteen months later it hit an all-time high. The turnaround was not built by Intel alone.

Intel's stock surged from $18 in April 2025 to an all-time high, driven by strategic partnerships, particularly with Apple, and a renewed focus on AI and semiconductor innovation.

May 526

tech

Tesla raises 2026 capex to $25 billion

This article explains Tesla's $25 billion 2026 capex increase and its strategic implications for AI development, autonomous vehicles, and semiconductor manufacturing. It explores how capital expenditure decisions shape the future of AI infrastructure.

Apr 2237