Friday, July 4, 2025

Sources: TSMC delays construction of its second plant in Japan, originally planned for early 2025, to invest in US expansion ahead of potential Trump tariffs (Yang Jie/Wall Street Journal)

Yang Jie / Wall Street Journal:
Sources: TSMC delays construction of its second plant in Japan, originally planned for early 2025, to invest in US expansion ahead of potential Trump tariffs  —  Taiwanese semiconductor maker accelerates investment in Arizona  —  TOKYO—Taiwan Semiconductor Manufacturing is delaying construction …



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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...