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TSMC's 67.7% Margin vs a $265 Billion Bet: Why Record Profits Still Sank the Stock

TSMC's 67.7% Margin vs a $265 Billion Bet: Why Record Profits Still Sank the Stock

TSMC's 67.7% Margin vs a $265 Billion Bet: Why Record Profits Still Sank the Stock In July 2026, TSMC posted its best quarter ever — record revenue, a 77% jump in profit, and a 67.7% gross margin most manufacturers can only dream of. Then the stock fell

AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs)

AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs)

AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs) On July 21, 2026, AMD said Microsoft will deploy its new Helios rack — 72 Instinct MI455X GPUs plus EPYC "Venice" CPUs — "at scale" on Azure, and AMD shares

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x The Information reported on July 20, 2026 that Google is developing a server chip codenamed "Frozen v2" that could be six to ten times more power-efficient than its latest

Etched's Jump From $5B to $20B: What a Transformer-Only AI Chip Means for Nvidia's Grip

Etched's Jump From $5B to $20B: What a Transformer-Only AI Chip Means for Nvidia's Grip

Etched's Jump From $5B to $20B: What a Transformer-Only AI Chip Means for Nvidia's Grip AI chip startup Etched is reportedly in talks for a funding round valuing it near $20 billion — roughly 4x the ~$5 billion valuation from its round just months earlier. The

ASML Raised Its 2026 Forecast to €45 Billion and Jumped 6% — So Why Did Memory Stocks Fall?

ASML Raised Its 2026 Forecast to €45 Billion and Jumped 6% — So Why Did Memory Stocks Fall?

ASML Raised Its 2026 Forecast to €45 Billion and Jumped 6% — So Why Did Memory Stocks Fall? On July 15, 2026, ASML beat estimates, hiked its full-year revenue outlook for the second time this year to €43–45 billion, and its stock jumped nearly 6% to about €1,648.

Korea's AI Trade Just Broke: KOSPI -8.95%, SK Hynix -15%, and the 7th Circuit Breaker of 2026

Korea's AI Trade Just Broke: KOSPI -8.95%, SK Hynix -15%, and the 7th Circuit Breaker of 2026

Korea's AI Trade Just Broke: KOSPI -8.95%, SK Hynix -15%, and the 7th Circuit Breaker of 2026 On July 13, 2026, South Korea's KOSPI fell 8.95% to close at 6,806.93 — a "Black Monday" that tripped the year's seventh

Google Is Now Selling TPUs to Crack Nvidia's 81% Grip. Here's What Actually Changes.

Google Is Now Selling TPUs to Crack Nvidia's 81% Grip. Here's What Actually Changes.

Google Is Now Selling TPUs to Crack Nvidia's 81% Grip. Here's What Actually Changes. Google is shifting its Tensor Processing Units (TPUs) from a cloud-rental-only product to chips it will ship to select customers' own data centers — its most direct attack yet on