DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China’s best-known artificial intelligence startups to rethink its long-standing resistance to outside capital.
To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers — and its customers’ customers — to jointly plan future capacity.
TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on the back of accelerating demand for leading-edge chips and the steep ramp-up of its 2-nanometer process technology.
TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust, with chairman C.C. Wei saying the company’s 2nm process has entered volume production and is progressing smoothly through its production ramp.
A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding the AI data center boom, handing a small California patent holder a border lever that runs parallel to President Donald Trump’s campaign to force chip production back onto US soil.
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