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Chips & Semis

GPUs, accelerators, memory, foundries and the semiconductor supply chain.

Weekend Recap: AI Demand Holds Up as AI Financing Costs Climb

Chipmakers reported strong orders this week while chip stocks and AI-infrastructure debt sold off.

TSMC Tops Its Own Forecast as AI Demand Holds Up, but 2nm Ramp Trims Margins

TSMC's Q3 revenue topped its own guidance on strong AI demand, while the 2nm ramp and overseas fabs weigh on gross margin.