TSMC’s quarterly sales hit a record  billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand

TSMC’s quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand

TSMC on Thursday reported its strongest quarter ever, posting a revenue of $30 billion for the second quarter of 2025, citing strong demand for AI processors. The foundry expects demand for AI applications to grow in the coming years, so it is plotting a rather unprecedented expansion plan that involves building 15 new fabs over…

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Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record  billion in the first quarter

Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter

The global server market experienced an unprecedented surge to nearly $100 billion in the first quarter as companies heavily invested in AI-related infrastructure, according to IDC, and ‘accelerated’ servers running Arm-based processors comprise one of the most rapidly growing categories, with Arm-powered server shipments rising 70% this year. It appears that the vast majority of…

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