TSMC $1.5 trillion chip market 2030

TSMC $1.5 Trillion Chip Market by 2030: What It Means for AI Infrastructure Investors

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

Intel Terafab Project

Intel Terafab Project: The $25B Gamble to Rewire AI Infrastructure

By Mitthan Meena | Oplexa Insights April 2026 | 09 Min Read Introduction: A New Era of Industrial Intelligence On April 7, 2026, the semiconductor world witnessed a tectonic shift.