Recent signals
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AI server boom funds $314 universal cash payout in Taiwan — President Lai Ching-te says the payout ensures the country's AI windfall 'can be shared by all,' 11% GDP growth and $903B export surge finance $7.4B dividend
Tom's Hardware
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Chinese Chip Toolmakers Post 400% Profit Surge as Overseas Suppliers’ Two-Year Backlogs Reshape the Industry
WCCFTech
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Memory Prices Break a Record With Nearly 500% Surge in the Last 12 Months
TechPowerUp
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HBM Shipments to Malaysia Surge, Pointing to Intel's "Project Pelican" Facility
TechPowerUp