semiconductors
Corewire coverage tagged “semiconductors”.

Business Tech
TSMC raises capex to $64 billion and drops another $100 billion on Arizona
TSMC's Q2 call: net income up 77.4%, 2026 capex raised to $60-64B, revenue growth guided above 40%, and an additional $100 billion…

Business Tech
SK Hynix’s $26.5B Nasdaq debut breaks Alibaba’s record
SK Hynix raised $26.51 billion in a Nasdaq ADR offering, the largest first-time US listing by a foreign company. ADRs priced at…
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Business TechTSMC’s record $39.6B quarter is the cleanest read on AI demand
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Business TechSamsung guides to a record $58 billion quarter on AI memory demand
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1Samsung guides to a record $58 billion quarter on AI memory demand2Margin, not growth, is the real scoreboard in AI software3Dell’s AI server business grew 757% and the backlog hit $51 billion4America now searches “agentic AI” more than “chatbot”. We ran the data5AI startups now hit $100M revenue in 18 months, not seven years