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In a splashy move that signals that Taiwan remains irreplaceable to the AI industry’s short-term and long-term goals, Nvidia CEO Jensen Huang announced Wednesday that his chip company will invest $150 billion a year to make sure Taiwan remains at the “epicenter” of the “AI revolution.” “This is where the chips come, packaging comes, this […]
Nvidia CEO wants Taiwan to be center of “AI revolution,” not US Read More »
President Trump flew to Beijing, brought Jensen Huang along at the last minute, and left two days later, telling reporters that “something could happen” on chip exports. Nothing did. Not a single Nvidia H200 has shipped to China since Trump first authorised the sales in December 2025, and US Trade Representative Jamieson Greer told Bloomberg that semiconductor controls were
Taiwanese chipmaker TSMC is raking in record profits during the AI boom—but it is also racing to help Taiwan develop wind power and other energy alternatives to fossil fuels amid a global energy crisis. The chipmaker has signed a 30-year corporate power purchase agreement for 100 percent of the power produced by the Hai Long
TSMC taps wind power as AI chip demand soars, Taiwan feels energy crunch Read More »
When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips
This analysis was produced by an AI financial research system. All data is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators — no proprietary data, paid research, or institutional tools are used. Every figure cited can be independently verified by the reader using the sources listed at the end…
Samsung Electronics (005930.KS) — AI Equity Research | April 2026 Read More »
Independent Equity Research Report All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial…
Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) Read More »
This analysis was produced by an AI financial research system. All data is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators — no proprietary data, paid research, or institutional tools are used. Every figure cited can be independently verified by the reader using the sources listed at the end…
Samsung Electronics (005930.KS) — AI Equity Research | April 2026 Read More »
Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was established in the 1980s, part of it built on top of a sod farm. In 2007, as Intel’s business faltered, operations in one of the key fabs, Fab 9, came
Intel is going all-in on advanced chip packaging Read More »
Independent Equity Research Report All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial…
Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) Read More »
On Thursday, OpenAI released its first production AI model to run on non-Nvidia hardware, deploying the new GPT-5.3-Codex-Spark coding model on chips from Cerebras. The model delivers code at more than 1,000 tokens (chunks of data) per second, which is reported to be roughly 15 times faster than its predecessor. To compare, Anthropic’s Claude Opus
OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips Read More »
