The increase in 2025 is primarily driven by two companies. TSMC, with plans to increase capex 34% y-o-y to between $38 ...

The Logic & Micro segment is a key driver of fab investments ... with spending projected to rise by 2 percent to $32 billion in 2025 and by 27 percent in 2026. DRAM investments are expected ...

We stand peacefully outside his office every Wednesday ... most notably data centers and, for example, the Intel fab, although he might be pushing mostly old polluting energy solutions ...

We need to increase the stock price." Other industries might argue that big pharma, with some of the juiciest margins outside the tech industry, is unrepresentative of corporate America ...