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Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers β€” forecasts suggest that 2026 revenue will skyrocket thanks to data center demand

While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America β€” Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

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