SemiPulse — Semiconductor Intelligence

TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen Tien detailed the company's latest progress in advanced process nodes, 3DFabric advanced packaging, global expansion, and AI-powered smart man

Alphabet Inc. (GOOGL) Poised to Usurp Nvidia as Valuable Company on AI Boom - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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The Tiny, Essential Building Blocks Powering the AI Boom - Bloomberg.com

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www.bloomberg.com 2026-05-12 Bloomberg.com

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Nvidia CEO Jensen Huang says these professions will be the big winners of the generative AI boom - IT Pro

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www.itpro.com 2026-05-12 IT Pro

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Tech Bytes: Nvidia’s spending spree sharpens debate over whether AI boom is becoming a bubble - Proactive financial news

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www.proactiveinvestors.com 2026-05-12 Proactive financial news

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AI boom drives Taiwan's semiconductor testing industry into record expansion - digitimes

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www.digitimes.com 2026-05-11 digitimes

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry...The article requires paid subscription.Subscribe Now

Semiconductor Testing AI Chips Taiwan Semiconductor OSAT Industry Chip Packaging Artificial Intelligence Semiconductor Manufacturing Industry Expansion

AI boom drives Taiwan's semiconductor testing industry into record expansion

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digitimes.com 2026-05-11

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry observers estimate that combined capital expenditures by Taiwanese OSAT providers could surge to a record NT$400 billion (approx. US$12.7 billion) in

The $1 trillion club's new members are powering the AI boom: Chart of the Day - AOL.com

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www.aol.com 2026-05-10 AOL.com

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Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom - Techi

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www.techi.com 2026-05-09 Techi

TECHi > Markets & Equities PUBLISHED May 9, 2026 · 12:07 PM EDT Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom By Hazel Kaya · 16 min read REVIEWED BY Omer Sheikh Share Follow TECHi Nvidia NASDAQ NVDA $215.20 ▲ +3.70 (+1.75%) MARKET CAP $5.27T DAY RANGE $212.95 – $217.75 VOLUME 136.4M MARKET STATUS U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m.

NVIDIA GPU AI computing Semiconductor industry Financing risk Data center Debt cliff Artificial intelligence

Internet archival sites struggling to preserve the internet because of skyrocketing hard drive prices due to the AI boom

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tomshardware.com 2026-05-08 Hassam Nasir

The AI boom that keeps on giving.

Internet archiving AI boom Hard drive shortage Data storage Digital heritage Technology infrastructure Data preservation Tech crisis

AI Boom Drives Unprecedented Investment Offers for SK Hynix - Electronics For You BUSINESS

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www.electronicsforyou.biz 2026-05-08 Electronics For You BUSINESS

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TSMC's 2026 revenue surges 30% in first four months on AI boom - digitimes

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www.digitimes.com 2026-05-08 digitimes

TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1% from March 2026.The article requires paid subscription.Subscribe Now

TSMC Semiconductor Artificial Intelligence AI Chips Foundry Revenue Growth 2026 Financial Report EUV Lithography

My Top 2 Semiconductor Stocks Benefiting From the AI Boom to Buy in May 2026 - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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My Top 2 Semiconductor Stocks Benefiting From the AI Boom to Buy in May 2026 - AOL.com

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www.aol.com 2026-05-08 AOL.com

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My Top 2 Semiconductor Stocks Benefiting From the AI Boom to Buy in May 2026 - The Motley Fool

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www.fool.com 2026-05-08 The Motley Fool

Chips are the building blocks of artificial intelligence (AI), and the growing demand has sent thePHLX SemiconductorSectorup 258% over the past three years. The bull market may not be over, as Statista estimates the industry will increase from $891 billion in 2026 to nearly $1.3 trillion by 2030.Those estimates won't hold up without growth fromTaiwan Semiconductor Manufacturing(TSM2.10%)andBroadco

Artificial Intelligence Semiconductor Industry TSMC NVIDIA AI Chips Chip Manufacturing AI Infrastructure Data Processing

Corning and Nvidia strike a deal to expand fiber optic production in the US for the AI boom - MSN

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www.msn.com 2026-05-07 MSN

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