TSMC Posts Record Q3 Profit on AI Chip Demand, Beating Estimates
TSMC’s Q3 net profit rose 68.7% to a record NT$763.1 billion on AI chip demand, beating estimates. The chipmaker is weighing more U.S. capacity, possibly in Tex
AI chips
Microsoft unveils Maia 300 AI chip, plans multi-gigawatt Azure deployments
Microsoft unveiled the Azure Maia 300 AI chip on Oct 12, 2026, targeting 2027 deployment and multi-gigawatt Azure scale to cut reliance on Nvidia GPUs.
Nvidia Authorizes Record $150 Billion Buyback Increase, Total Reaches $235 Billion
Nvidia authorized a record $150 billion buyback increase on Sept 28, 2026, bringing its total repurchase program to $235 billion through fiscal 2028.