Nikkei Asia: AI buildout has triggered shortages and price hikes across the entire optical supply chain — lasers, substrates, fibers, connectors — a structural strain, not isolated scarcity.
TSMC CEO C.C. Wei pledged a 30%+ profit-sharing increase for 2026 at a staff town hall after workers raised concerns as AI-driven profits soar — the first such public commitment from the chipmaker.
Micron hit $1 trillion market cap — shares up 19% in a single session — as AI memory chip demand propels the company into the trillion-dollar semiconductor club.
The Philadelphia Semiconductor Index surged 75% YTD through May 2026, its fastest annual pace since the dot-com era, as AI chip demand reshapes semiconductor valuations.
TSMC exits its Arm position with a ~131% return, selling 1.11M shares for $231M — more than doubling the original 2023 IPO investment of ~$100M.
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