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Key News Facts
Nvidia is leading the data center market with a reported data center revenue of $41.1 billion, accounting for 88% of its total revenue in the second quarter of fiscal 2026. The company has a 92% market share in high-end data center GPUs and its stock has surged 1,440% over the past three years, achieving a market capitalization of $5 trillion.
Taiwan Semiconductor Manufacturing Company (TSMC) is increasingly focused on high-performance computing, which now constitutes 57% of its revenue, up from 39% three years ago. Recently, 76% of TSMC’s revenue came from North American companies, highlighting its strategic investment of $165 billion in new facilities in Arizona.
ASML, a leader in lithography technology, reported net sales of €7.5 billion ($8.61 billion) in the third quarter. The company plans for total net sales to rise by 15% year-over-year. ASML’s advanced EUV technology is crucial for chip manufacturing for top firms like TSMC and Intel.
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