Applied Materials VP warns AI growth may hit energy, not chip limits - AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.
Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin - Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial...
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites - High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025....