TSMC Q3 Profit Seen Up 65% to NT$746.3bn, Sixth Record
TSMC is set to post a sixth straight record profit near NT$746.3bn, up 65%, but revenue was disclosed a week ago. The trade now rests on whether the US$60-64bn capex range moves higher.
ASML Q3 Sales Hit Record €11.7B, Warns 2027-28 Supply Short
ASML posted record €11.7bn Q3 sales and a 57.5% gross margin, then warned 2027-2028 capacity won't meet AI-driven demand. The split Amsterdam-Nasdaq reaction hides the real question investors are asking.
Anthropic Q3 Revenue Jumps 45% to $16.8bn Ahead of IPO
Anthropic's Q3 revenue reportedly hit $16.8bn, up 45% on one investor's account ahead of a listing targeting a $2tn valuation. The number that matters is the one still missing: what it cost to earn.
Broadcom CEO Warns AI Is a Casino, Targets $230B Chip Sales
Broadcom's CEO called the AI boom a casino while his own company targets $230 billion in annual chip sales by 2028. The $42 billion of senior loans backed by Broadcom's credit rating is where that contradiction gets priced.
Goldman: Power, Not Chips, Now Sets AI Data Centre Pace
Goldman Sachs says grid capacity for 2026 and 2027 is essentially booked out, so capital alone no longer buys compute. Revenue per unit of power is up around two-thirds in a year, and the bank's software call is quieter than the power one.
UBS Backs AI Trade as Hyperscaler Cloud Growth Seen Hitting 58%
UBS expects hyperscaler cloud revenue growth to accelerate to 58% in the September quarter from 48%, backed by TSMC's 51% revenue jump and Samsung's near ninefold profit gain. The estimate now faces its first hard test when ASML and the major cloud providers report.
Musk Puts $15B Terrafab on a Multi-Year Clock, Intel Tops Gain
Musk says Terrafab's $15 billion chip complex will probably beat the industry — eventually. The admission on timing is what actually moves the read-across for TSMC, Samsung and Intel.
AZIO AI Signs 10 MW Atlas One Hosting Deal With Power Champion
AZIO AI signed its first Atlas One hosting contract with Power Champion — 10 MW now, $90 million in reservation charges over 60 months. The $450 million headline needs a 50 MW expansion nobody has exercised yet.
XMax Acquires Hexa Creation in 1200V GaN Power Semiconductor Deal
XMax signed a definitive agreement to buy Hexa Creation and its 1200V vertical GaN power technology, targeting AI data center power. The purchase price, revenue, and closing terms were not disclosed, making the Form 8-K the document that actually sizes the bet.
Pioneer Acquisition I SPAC Merges Green AI Cloud at $300M
Green AI Cloud will list on Nasdaq through a SPAC merger valuing it at $300 million pre-money, with a $525 million implied enterprise value. The deal's real test is whether power-secured renewable AI capacity can survive public market scrutiny.
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Start TradingROC Launches Age Estimation API, First SaaS Product
Rank One Computing launched its first SaaS product, an Age Estimation API, on 8 October. The company claims first-place NIST accuracy across four datasets, but disclosed no pricing or revenue terms to size the recurring-revenue opportunity.
GlobalFoundries, TSMC Sign $2B Silicon Interposer Deal for AI Packaging
GlobalFoundries will build the first U.S. source of silicon interposers for TSMC's CoWoS packaging under a reported $2 billion deal. The five-year term is long, but the H1 2028 ramp means nothing ships for eighteen months.
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