submitted by   <a href="https://www.reddit.com/user/talkingatoms"> /u/talkingatoms </a> <br /> <span><a
ASML lifts 2026 forecast as surging AI chip demand boosts new orders reut.rs/3OGQVhZ
TSMC likely to book fourth straight quarter of record profit on insatiable AI demand reut.rs/4vpg3tZ
Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal reut.rs/4ttolyZ
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment reut.rs/4ywx6fe
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk
Nvidia supplier Wistron launches $700 million Texas factory for AI system production reut.rs/4vFGM4o
Exclusive: US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough reut.rs/4u9zru5
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