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TSMC calls AI demand endless as Micron warns it can meet only half of orders

TSMC calls AI demand endless as Micron warns it can meet only half of orders

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion) on 16 January, up 35 percent year over year. A month earlier, memory maker Micron told investors it will be able to serve only half to two-thirds of what its key customers want.

Business27 September 20264 min readSources 2
TSMC and Micron earnings show AI chip demand outpacing supply

TSMC and Micron earnings show AI chip demand outpacing supply

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion), up 35 percent year over year, while Micron said it can meet only half to two-thirds of demand from key customers.

Business27 September 20265 min readSources 2

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12 texts
Lovable valued at $6.6 billion as AI funding splits into haves and have-nots

Lovable valued at $6.6 billion as AI funding splits into haves and have-nots

Swedish vibe coding startup Lovable has closed a funding round that values it at $6.6 billion, more than triple the $1.8 billion it reached in July, according to two sources who spoke to CNBC.

Business27 September 20263 min read
Chipmaker Earnings Surge: Analysts See 29.4% Q2 Profit Growth for S&P 500 Chip Sector

Chipmaker Earnings Surge: Analysts See 29.4% Q2 Profit Growth for S&P 500 Chip Sector

Analysts expect the S&P 500's chip sector to post 29.4% collective profit growth in the second quarter, up from 4.6% in Q1, according to Telecom Observer, which cited ETTelecom reporting on July 21, 2026 and forecasts from LSEG and CFRA Research.

Business27 September 20265 min read
TSMC posts record quarter as Micron warns DRAM supply stays tight

TSMC posts record quarter as Micron warns DRAM supply stays tight

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion), up 35 percent year over year, while Micron said it can meet only half to two-thirds of demand from key memory customers.

Business27 September 20263 min read
04

TSMC posts record Q4 as CEO calls AI demand 'endless', Micron warns on DRAM

TSMC reported record fourth-quarter net income of NT$505.7 billion (about $16 billion) on 16 January, up 35 percent year over year, and said it will spend up to $56 billion on capital expenditures in 2026.

Business27 September 20263 min read
05

Lovable's third round of 2025 values the vibe coding startup at $6.6 billion

Lovable's latest funding round values the Swedish vibe coding startup at $6.6 billion, two sources with knowledge of the deal told CNBC, more than trebling the valuation it reached in July.

Business27 September 20264 min read
06

Lovable valued at $6.6B as edtech funding collapses to under $3B

Swedish vibe coding startup Lovable has been valued at $6.6 billion in its latest funding round, according to two sources who spoke to CNBC, more than trebling the $1.8 billion valuation it reached in July.

Business27 September 20263 min read
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Microsoft CID probe, Nvidia ruling and Google remedies: antitrust's new front lines

The FTC's civil investigative demands to Microsoft's rivals suggest the agency is focused on Azure and AI tying, while China has already ruled against Nvidia and Google's search remedy trial grinds on.

Business27 September 20264 min read
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Google keeps both sides of the ad auction as Microsoft becomes next target

Google escaped a forced sale of its AdX ad exchange on Wednesday when US District Judge Leonie Brinkema accepted behavioural remedies instead. The same week, reporting by The Verge suggested the FTC is gathering evidence against Microsoft's cloud and AI business.

Business27 September 20264 min read
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Google Keeps AdX as Judge Orders Fixes to the Auction It Still Runs

A US judge has ordered Google to stop giving its own ad exchange the first and last look at every ad auction, while letting the company keep both the exchange and the publisher ad server that made those advantages work.

Business27 September 20269 min read
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Lovable valued at $6.6B as AI coding startup funding keeps climbing

Swedish vibe coding startup Lovable has closed a funding round that values it at $6.6 billion, two sources with knowledge of the deal told CNBC, more than tripling the $1.8 billion valuation it reached in July.

Business27 September 20265 min read
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AI funding rounds keep getting bigger as edtech and security bills come due

A single AI coding startup is now valued at $6.6 billion, more than triple its July valuation, according to CNBC, while the money that once went to online education has collapsed from $16.7 billion to under $3 billion.

Business27 September 20264 min read
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Lovable valued at $6.6B as AI funding concentrates

Lovable's latest funding round values the Swedish vibe coding startup at $6.6 billion, more than triple the $1.8 billion it reached in July, according to CNBC.

Business27 September 20265 min read