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Keywords: Demand


Nvidia weighs expanding H200 output as China rushes to secure AI chips

Nvidia is considering ramping up production of its H200 artificial intelligence chips after seeing a surge in orders from Chinese technology companies. The U.S. chipmaker informed clients that requests have exceeded its current supply, following Washington’s decision to permit exports of the processors......

TSMC accelerates expansion as soaring AI chip demand overwhelms its packaging capacity

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, faces an unprecedented surge in demand for its advanced packaging technology as global tech giants race to power artificial intelligence applications. The company’s proprietary Chip-on-Wafer-on-Substrate......

BlackRock foresees record AI infrastructure boom propelled by hyperscaler investments

Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......

OpenAI and Google reduce free AI access as infrastructure costs escalate

OpenAI and Google have simultaneously imposed tighter restrictions on free access to their most popular AI tools in response to soaring infrastructure costs. This shift marks a departure from previous periods of subsidized free usage toward encouraging paid subscriptions as demand overwhelms server capacities.......

China’s industrial profits decline sharply in October amid weak demand and uneven sector performance

China’s industrial profits fell by 5.5 percent in October compared to the same month last year, marking a significant reversal after two months of strong growth. The drop highlights the persistent economic challenges faced by the country’s industrial sector, despite eased trade tensions with......

TSMC to boost Taiwan’s semiconductor leadership with three new 2-nanometer fabs

Taiwan Semiconductor Manufacturing Company (TSMC) is set to significantly expand its 2-nanometer chip manufacturing capacity by constructing three additional fabs in Taiwan’s Southern Science Park. This ambitious expansion will increase TSMC’s total 2nm fab count in Taiwan from seven to ten,......

TSMC accelerates production and expands capacity to meet unprecedented AI chip demand

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest chipmaker, is intensifying its production to meet soaring demand for artificial intelligence (AI) chips. Operating around the clock, TSMC is rapidly scaling its advanced technology offerings, including the 2-nanometer (nm) process......

Morocco faces tomato supply challenges ahead of Ramadan

Vegetable growers in southern Morocco are bracing for a tough winter season, as the impact of last summer’s extreme weather conditions becomes evident in current yields. Farmers in the Souss Massa region, one of Morocco's most vital agricultural areas, are witnessing weakened plant resilience......

Nvidia's earnings report poised to shape market trends amid soaring AI demand

Nvidia is set to release its fiscal third-quarter earnings on November 19, 2025, in a highly anticipated event that could define the stock market landscape for the year. Analysts project the company will announce adjusted earnings per share of $1.25 and revenue of approximately $54.8 billion, reflecting......

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