Thursday, January 16, 2025

TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of stagnation (Kathrin Hille/Financial Times)

Kathrin Hille / Financial Times:
TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of stagnation  —  World's biggest chipmaker faces less efficient operations in US and Japan but gets boost from AI demand  —  Taiwan Semiconductor Manufacturing Company has cut …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...