TSMC's chief says the AI bottleneck is its factories, not the power grid
Almost every advanced AI chip, whoever designs it, is made by one company, TSMC, mostly in Taiwan. Its chief executive says those factories, not...
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Nobody makes an Nvidia B200 alone, and the weak links are measured in years
Nvidia's B200, one of the chips behind today's AI boom, is designed in California but built by dozens of companies in at least five countries.
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Dan Loeb Portfolio: Third Point Top Holdings (Q2 2026)
Known for his event-driven and activist investing, Loeb has built Third Point into a prominent multi-strategy investment firm.
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As AI chip packages grow, Ajinomoto's insulating film grows with them
Ajinomoto, the Japanese company best known for seasoning, makes a thin film that sits between the layers of wiring under nearly all...
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ASML's EUV machines are booked a year or two ahead, like a grid connection
Every factory making the most advanced AI chips needs EUV machines, and ASML, a Dutch company, is the only maker. It expects to ship about 65 of...
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