Browsing Tag
CHIPS Act
24 posts
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.
Intel Q2 2026 revenue jumps 25% to $16.1bn as DCAI operating income quadruples
Intel's Q2 revenue jumped 25% and DCAI operating income quadrupled, yet the signed external foundry customer Wall Street wants remains conspicuously absent.
IBM (NYSE: IBM) Q2 miss triggers 25% drop as mainframe cycle wrap bites
IBM (NYSE: IBM) drops up to 25% after preliminary Q2 revenue of $17.2bn misses by $660m; Krishna concedes execution slip before the July 22 earnings call.
TSMC is powering the AI boom, so why is Washington suddenly making investors nervous?
Find out how TSMC’s Washington patent fight could affect TSM stock, AI chip demand, export controls, and U.S. semiconductor policy.
US officials discuss taking equity stakes in major AI companies, following the Intel precedent
US officials have held preliminary talks with major AI firms about government equity stakes, following the Intel precedent. Wedbush calls voluntary stakes manageable.
Rigetti Computing (NASDAQ: RGTI) rides a $2bn quantum funding wave into late 2026
Rigetti Computing (NASDAQ: RGTI) makes US$4.4m a quarter and is worth billions. A US$2bn federal quantum push is now deciding whether the bet pays.
Quantinuum IPO oversubscribed as Honeywell-backed quantum firm targets a $12.7bn valuation
Quantinuum's IPO is oversubscribed many times over at a $12.7B target valuation on just $31M of revenue, as Honeywell unlocks value and the quantum trade heats up.
BW Industrial (BWGC) IPO heads to NYSE American May 27 after twice cutting price range
BWGC IPO has slipped twice and repriced lower. Two clients still drive 83% of revenue. What retail investors should track before the 27 May NYSE American debut.
USA Rare Earth (NASDAQ: USAR) moves to consolidate Round Top deposit with Texas Mineral Resources acquisition
USA Rare Earth plans to acquire Texas Mineral Resources to gain full control of the Round Top rare earth deposit. Discover why the deal matters for supply chains.
NYSE: IONQ to acquire SkyWater Technology (NASDAQ: SKYT) for $1.8bn, creating first vertically integrated full-stack quantum platform
IonQ’s $1.8B acquisition of SkyWater could reshape U.S. quantum supply chains. Find out how vertical integration positions IonQ for defense and scaling.