09:14SUPPLYTSMC CoWoS capacity fully booked through Q3 2026 — AI demand outpaces expansion
08:51EARNINGSNVIDIA Q4 FY26 guidance: $43B revenue (+12% QoQ), HBM3e allocation remains constrained
07:30POLICYBIS proposes expanded export controls on advanced AI chips — Rule 3 now includes 14nm-equivalent
06:15CAPACITYSamsung advances GAA yield improvement at 2nm — potential threat to TSMC N2 ramp timeline
YesterdayM&ASynopsys–Ansys merger closes at $35B — combined EDA+simulation creates new competitive dynamic