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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company’s June-quarter revenue to grow almost twice as fast, or at about 35%...
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Apr 12, 2026 / Tyler Durden
Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed
Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed
Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications)....
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May 6, 2026 / Tyler Durden
World Starts To "Build" Around Hormuz; Japan Buying UAE Oil Bypassing Strait As ADNOC To Spend $55 Billion On Pipelines
World Starts To "Build" Around Hormuz; Japan Buying UAE Oil Bypassing Strait As ADNOC To Spend $55 Billion On Pipelines
Long after the Iran war is just a bookmark in the history books, one distinct consequence will persist: much of the world, at least the part that does not fall under the Chinese sphere of influence, will do everything it can to avoid the Strait of Hormuz and failing that, have a Plan B. Just like when the Biden admin weaponized the US Dollar in 2022 by booting Russia from...
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Jun 17, 2026 / Tyler Durden
Rolls-Royce Bags Third European SMR Deal While Adding Gas-Cooled Reactor Design
Rolls-Royce Bags Third European SMR Deal While Adding Gas-Cooled Reactor Design
Rolls-Royce SMR just added its third major European contract. Videberg Kraft, backed by Sweden’s utility Vattenfall, selected the UK design for three units on the west coast, making it Sweden’s first new nuclear plant in more than forty years.
The multibillion-pound export win, actively supported by UK government trade efforts, lands on top of existing deals in the UK and Czechia and makes Rolls-Royce the only SMR developer with multiple binding commitments across the continent.
We tracked when the UK advanced...
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