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Nvidia Supplier Wistron Says AI Boom Is Not a Bubble

Artificial intelligence is not a speculative bubble and demand linked to the technology will continue to accelerate, according to Wistron chairman Simon Lin. Speaking in Taipei, Lin said AI-related order growth in 2026 is expected to exceed last year’s levels, reflecting what he described as a structural shift rather than a temporary surge. Wistron, a […]

Global Chip Sales Set to Reach $1 Trillion on AI Boom

Global semiconductor sales are expected to reach $1 trillion this year, according to the Semiconductor Industry Association, as massive investment in artificial intelligence infrastructure continues to drive demand. The industry group said chip sales totaled $791.7 billion in 2025, up 25.6% from the previous year, and momentum is expected to accelerate further. Advanced computing chips […]

AI Trade Fractures as Investors Turn Selective

The global artificial intelligence trade is splintering as investors grow more selective, weighing soaring capital spending, rising debt and uncertainty over who will ultimately profit from the technology. After an initial surge that lifted nearly all AI-linked assets, markets are now drawing sharper distinctions across stocks, sectors and regions. One clear divide has opened between […]