ASML lifts 2026 outlook as AI chip demand keeps advanced lithography in short supply

ASML raised its 2026 forecast after stronger first-quarter demand, a reminder that the AI chip boom is still constrained by the tools that print the most advanced semiconductors.

By |2026-04-28T06:36:41+00:00April 23, 2026|News|Comments Off on ASML lifts 2026 outlook as AI chip demand keeps advanced lithography in short supply
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Anthropic’s chip ambitions signal the next phase of the AI infrastructure race

Anthropic is reportedly exploring custom AI chips, a sign that the generative AI battle is moving deeper into the hardware layer. The effort reflects rising pressure on compute supply, cost, and strategic independence as AI demand keeps accelerating.

By |2026-04-21T01:38:41+00:00April 11, 2026|News|Comments Off on Anthropic’s chip ambitions signal the next phase of the AI infrastructure race
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