Cerebras filed for IPO, reporting FY revenue of $510M (+75% YoY) and a $238M profit. The company secured multi-billion dollar capacity deals with OpenAI and a design win with AWS. Watch: Strong financials and major customer wins signal robust demand for its wafer-scale AI chips, though IPO proceeds could fund capacity expansion.
Amazon CEO Andy Jassy stated the company's internal chip business has a $20B annual run rate and could reach $50B if sold as a merchant, potentially making it the world's fourth-largest chip company. This projection highlights strong demand for Amazon's custom silicon like Graviton and Trainium, which currently power a significant portion of AWS infrastructure. Bullish for Amazon's custom silicon demand outlook as the company plans to sell racks to third parties.
TSMC's March revenue is projected to hit a record high, supporting its 2026 revenue growth forecast of nearly 30%. The company is accelerating capacity expansion for 3nm and 2nm nodes to meet strong AI demand. Despite geopolitical cost pressures, TSMC aims to maintain gross margins above 53%.
Oracle is reportedly cutting thousands of jobs globally across multiple divisions, including Oracle Health and Cloud, to reduce costs. This move aims to generate $8-10B in free cash flow to sustain its AI-driven data center expansion, which relies on significant capital expenditures. Neutral: Cost-cutting does not directly impact semiconductor supply/demand but reflects intense competition in cloud/AI infrastructure.
Meta is reportedly considering workforce reductions of 20% or more to offset AI infrastructure costs, while ASML plans to cut 1,700 management roles. Both moves reflect a broader industry trend of restructuring to fund AI and data center expansion.
Potential for near-term demand volatility as capex priorities shift, but long-term AI infrastructure build-out remains intact.
TSMC's market capitalization surpassed $2 trillion on February 24, 2026, making it the sixth most valuable company globally. The milestone reflects investor confidence in its dominant position in advanced semiconductor manufacturing, particularly for AI-related chips. Neutral: This is a financial market event with no direct, immediate impact on component pricing or supply.
OpenAI is reportedly seeking $100B in funding from a consortium including NVIDIA, Microsoft, and SoftBank, targeting an $850B valuation to support its $1.4T expenditure plan. This reflects the continued circular investment strategy where capital providers (like NVIDIA) also supply critical infrastructure (chips, cloud).
This massive capital infusion signals sustained, long-term demand for AI chips and data center infrastructure from a key end-user, though the direct price impact is deferred.
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Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |