By Carter James | Oplexa Insights May 2026 | 18 Min Read On May 14, 2026, TSMC raised its long-term semiconductor market forecast by 50% in a single announcement. The
By Carter James | Oplexa Insights May 2026 | 18 Min Read Broadcom AI revenue 2026 is the single most important data point in the custom AI chip market right now.
By Carter James | Oplexa Insights April 2026 | 20 Min Read Four of the world’s five largest companies reported earnings today — and the single most important question for
By Carter James | Oplexa Insights April 2026 18 Min Read In a 48-hour window this week, two of the most consequential AI model releases of 2026 landed simultaneously: OpenAI’s
The world’s largest technology companies have collectively committed more than $660 billion to build the AI data centers that will power the next decade of artificial intelligence. Yet across Virginia,
By Carter James | Oplexa Insights April 2026 | 07 Min Read ⚡ Key Takeaway (TL;DR) Advanced chip packaging — specifically TSMC’s CoWoS (Chip-on-Wafer-on-Substrate) technology — has emerged as the
By Carter James | Oplexa Insights Mar 2026 | 16 Min Read Your AI token costs dropped 280x in two years. Your AI bill went up 320%. Welcome to the
By Carter James | Oplexa Insights Mar 2026 | 18 Min Read Everyone is watching NVIDIA. Everyone is debating Broadcom. Everyone is tracking custom ASICs. But almost nobody is talking
By Carter James | Oplexa Insights Mar 2026 | 16 Min Read GTC 2026 is over. Four days, 30,000 attendees from 190 countries, 1,000 sessions, 2,000 speakers — and one
By Carter James | Oplexa Insights Mar 2026 | 12 Min Read What happens when the two most iconic rivals in semiconductor history stop competing and start building together? The
