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Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (Wall Street Journal)

Wall Street Journal : Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broad...

26 February 2025

China's aggressive expansion into mature chips, expected to account for 28% of the market in 2025, is driving prices down to previously unthinkable levels (Nikkei Asia)

Nikkei Asia:
China's aggressive expansion into mature chips, expected to account for 28% of the market in 2025, is driving prices down to previously unthinkable levels  —  TAIPEI — A “China shock” is coming for the chip industry as the country's aggressive expansion in older semiconductors …

Posted from: this blog via Microsoft Power Automate.

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