Aixtron: Mega Data Centers and the Superintelligence Race Fuel the GaN Story. TSMC Raises the 2025 Outlook and Confirms High AI Demand!
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The world's largest contract manufacturer TSMC stated on July 17, 2025, that there is robust demand for chips for AI and high-performance computing. It is also expected that the ongoing third quarter will be supported by strong demand for leading process technologies. As a result, the revenue forecast for 2025 was raised from mid-20% growth to around 30%. This is fueling chip stocks today! A fresh breakout is beginning with AIXTRON. The narrative that more GaN chips will be used in future AI data centers, especially in power supply solutions,...
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