Chipmaking

Technology

India Fab Ambitions Gain ASML Backing for Tata’s First Chip Plant

India fab plans gained momentum after Tata Electronics and ASML signed a strategic partnership for Dholera, linking lithography access, workforce training, and supply-chain resilience to New Delhi's chip ambitions today.

Samuel Berrit OlamMay 18, 2026

Technology

Silicon Photonics Gives Tower Semiconductor a $1.3 Billion AI Backlog

Silicon photonics moved deeper into the AI infrastructure mainstream after Tower Semiconductor locked in $1.3 billion of 2027 contracts, giving investors a clearer signal on optical-connectivity demand and capacity growth.

Samuel Berrit OlamMay 18, 2026

Technology

TSMC AI Forecast Puts Chip Market Above $1.5 Trillion by 2030

TSMC AI projections now put the semiconductor market above $1.5 trillion by 2030, signaling that chip demand, packaging capacity, and global fab expansion are accelerating faster than expected globally today.

Samuel Berrit OlamMay 18, 2026

Technology

Applied Materials Raises Outlook as AI Chip Spending Accelerates

Applied Materials raised its outlook after posting record quarterly revenue, signaling that AI infrastructure demand is flowing beyond chip designers into the equipment and advanced packaging companies enabling next-generation semiconductors.

Samuel Berrit OlamMay 17, 2026

Investment

Cerebras IPO Reopens AI Listings as Shares Soar on Nasdaq

Cerebras IPO raised $5.55 billion, then expanded to $6.38 billion after underwriters exercised their option, signaling that investor demand for AI infrastructure names can reopen the tech listings market now.

Samuel Berrit OlamMay 17, 2026

India Fab Ambitions Gain ASML Backing for Tata’s First Chip Plant

Silicon Photonics Gives Tower Semiconductor a $1.3 Billion AI Backlog

TSMC AI Forecast Puts Chip Market Above $1.5 Trillion by 2030

Applied Materials Raises Outlook as AI Chip Spending Accelerates

Cerebras IPO Reopens AI Listings as Shares Soar on Nasdaq

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