TSMC Capex Hike Signals AI Chip Rush as Marvell Eyes $2B Celestial AI Deal
Taiwan Semiconductor raised 2026 capex guidance as AI chip demand accelerates, while Marvell entered talks to acquire optical interconnect firm Celestial AI for roughly $2 billion. Intel committed new Malaysia fab investment and Infineon continues Dresden expansion, pointing to synchronized betting on AI infrastructure buildout across the chip sector.
ViaNews Editorial Team (Markets)•