Meta's Muse Tops App Store as AMD Hits $1 Trillion; CPU Demand Seen as Agent Core

Meta's AI agent app Muse topped Apple's free app chart after launch, fueling optimism that mass AI adoption will drive server CPU demand. The Philadelphia Semiconductor Index jumped 4.29% on Monday, September 21, 2026; Meta surged 11.43% and AMD crossed $1 trillion in market value for the first time, lifting Chinese AI, computing and semiconductor shares on September 22. Huawei's Ascend 960 series chips finished development ahead of schedule with doubled performance; the 960DT launches in Q1 2027, three quarters early. Galaxy Securities said Chinese domestic computing chip R&D is accelerating on strong demand, while Dongwu Securities cited the early NPO supernode release as creating new advanced packaging needs. TSMC told partners it will raise 2nm monthly capacity from 90,000 wafers to 110,000 by mid-2027, and 3nm from over 180,000 to 210,000. Japanese suppliers JSR, Tokyo Ohka and Shin-Etsu will raise global photoresist prices 15% from next month.