Search
13 stories for“chip market”
WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.
Aug 2, 2026
The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.
Aug 2, 2026
The IMF still sees 3% global growth in 2026, yet that headline hides a widening gap between technology-linked winners and economies squeezed by war and energy costs.
Jul 31, 2026
Alphabet’s second quarter paired 24 percent revenue growth with an 82 percent cloud surge, offering its clearest evidence that the AI bill has customers.
Jul 23, 2026
