Taiwan Semiconductor (TSM), Nvidia, and ASML dominate the AI semiconductor supply chain, with TSM planning a 10% price increase next year due to pricing tensions with ASML and delayed equipment installations. Despite capital expenditure expansions by these companies, supply remains tight, keeping AI operational costs high and potentially driving AI-related inflation. This pricing power and supply constraint are critical for investors watching AI industry economics and semiconductor market dynamics.
GlobalFoundries (GFS) posted a 5.8% overall revenue growth in Q2 2026, with its data-center segment surging 62%, driven by silicon photonics and silicon germanium technologies. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) leads with a 36% rev...
The Defiance Global Foundries ETF (AIFR) debuted in a market focused on semiconductor manufacturing, offering investors exposure to the foundry segment of the chip supply chain. Trading on Nasdaq with a 0.71% expense ratio, AIFR's performance is high...
