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

AI Data Center Power Crisis

AI Data Center Power Crisis 2026: Why $660 Billion in Capex Still Isn’t Enough

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,