Taiwan Tech Weekly: TSMC’s Arizona Surprise - 2nm by 2026?; Signs of Hyperscaler Growth Acceleration
​TSMC may start producing 2nm chips in the U.S. sooner due to high demand, hyperscalers see revenue growth and increased capex, Taiwan's battery...
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CX Daily: China’s Politburo Strikes Cautious Tone on Economy
TOP STORIES Policy / China’s Politburo strikes cautious tone on economy, signals flexible policy for second half At a Wednesday Politburo meeting,...
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[Earnings Review] Arm’s AI Royalty Engine Powers Through Cloud and Edge Tailwinds
Record Q1 royalties, surging Neoverse share, and premium CSS adoption reinforce Arm’s AI platform strategy, even as the quarter missed revenue...
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GigaDevice A/H Listing -Strong Long Term Record but Exposed to the Memory Cycle
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we look at the...
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Hyperscalers 2Q25: Revenue Growth Accelerates, Cloud Revenues Accelerate, Capex Higher
​Google, Meta and Microsoft will increase in 2026. Don’t look for complications, some firms have 70-100% market share: Nvidia, TSMC, SK Hynix and...
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