Business1 hOctober 13, 2026, 07:04

AI growth outlook stays strong as risk-free returns come under pressure

Capex by the top four US cloud service providers is projected to expand further in 2027. Google's TPU pays back its investment in one year, boosting ASIC revenue for MediaTek and Broadcom. TSMC keeps 3nm, 2nm and CoWoS capacity tight and has locked in 3-6% wafer price hikes for 2027.

Digitimes

Open source

AI growth outlook stays strong as risk-free returns come under pressure

Capex by the top four US CSPs is set to grow again in 2027
Google TPU pays back investment in 1 year, lifting MediaTek and Broadcom ASIC revenue
TSMC keeps 3nm, 2nm and CoWoS capacity tight
TSMC locks in 3-6% wafer price hikes for 2027

#Google#TSMC#MediaTek#Broadcom

Taiwan GDP growth to hit 11% in 2026 on AI boom

Hardware

Charts: Two-thirds of Taiwan's chip equipment growth comes from testing AI chips

Hardware

Meta’s New AI Chip Is Coming in 2027: Arke Targets Lower AI Costs

Hardware

AI growth outlook stays strong as risk-free returns come under pressure

Taiwan GDP growth to hit 11% in 2026 on AI boom

Charts: Two-thirds of Taiwan's chip equipment growth comes from testing AI chips

Meta’s New AI Chip Is Coming in 2027: Arke Targets Lower AI Costs

Future Horizons: 90% of chip growth comes from prices, not demand