EXCLUSIVE: TSMC Plans Up to $64 Billion in Capex and Still Isn’t ‘Building Enough,’ Says Applied Materials Veteran
Applied Materials veteran Steve Williams says TSMC may still be underbuilding despite plans for up to $64 billion in capex.
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Memory Chip Sales on Track to Top $2 Trillion By 2030: The Numbers Micron Bulls Need to Know
Memory chips are 57% of global chip sales. BofA sees memory sales of $937 billion in 2026 and $2 trillion by 2030. The year-by-year numbers for Micron.
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