AI chips

Microsoft’s AI chips sit idle as data center builds lag

Microsoft has spent billions positioning itself as the infrastructure backbone of the artificial intelligence era, but an investigation by The Guardian has exposed a gap between those ambitions and reality: thousands of advanced AI chips are sitting idle in inventory…

TSMC’s Arizona fabs become its most profitable overseas unit

TSMC's Taiwan Semiconductor Manufacturing Company Limited Arizona operations have emerged as the company's most profitable overseas subsidiary, generating NT$36.066 billion (approximately $1.13 billion) in profit during the first half of 2026 — a 662.8% increase from the same period a…

Huawei targets 2027 glass substrate production for AI chips

Huawei is working through its domestic supply chain to begin mass production of semiconductor glass substrates by 2027, a move that could position the Chinese tech giant as a more competitive player in the global AI chip race, according to…