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TSMC's Vanguard stake sale signals AI-era capital pivot - digitimes

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www.digitimes.com 2026-05-15 digitimes

TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation...The article requires paid subscription.Subscribe Now

TSMC Vanguard International Semiconductor Capital Allocation Artificial Intelligence Semiconductor Manufacturing Investment Strategy Technology Stocks Industry Transformation

Cerebras soars on debut capping largest-ever US semiconductor IPO - Capital Brief

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www.capitalbrief.com 2026-05-15 Capital Brief

Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again

Semiconductor IPO AI Chip Cerebras NASDAQ Tech Stock AI Inference

Cerebras: Deeply Integrated with OpenAI, Reshaping AI Chip Market Expectations with 'Fast Tokens' - 富途牛牛

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news.futunn.com 2026-05-15 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

AI chips Semiconductor Artificial Intelligence Chip design Technology partnership Market expectations Computing power Deep learning

TSMC Advances $165B Investment Plan With New Capital Injection - CommercialSearch

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www.commercialsearch.com 2026-05-14 CommercialSearch

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RBC Capital Makes Bullish Nvidia [NASDAQ: NVDA] Prediction with $250 Target as AI Demand Visibility Extends into 2027 - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-14 foreignpolicyjournal.com

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RGTI: Chiplet-based quantum systems drive rapid scaling and industry adoption, with strong global investment - TradingView

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www.tradingview.com 2026-05-13 TradingView

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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Opinicus Capital Inc. - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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4 Brilliant Chip Stocks to Capitalize on the Artificial Intelligence (AI) Build-Out - The Motley Fool

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www.fool.com 2026-05-13 The Motley Fool

While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos

Artificial Intelligence Chip Stocks Semiconductor AI Infrastructure TSMC NVIDIA Micron GPU

DXVK-NVAPI 0.9.2 Further Improves NVIDIA Integration For Steam Play Linux Gaming - Phoronix

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news.google.com 2026-05-13 Phoronix

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TSMC approves US$31.38 billion capital budget for expansion - Taipei Times

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www.taipeitimes.com 2026-05-13 Taipei Times

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Taiwan Semiconductor Manufacturing (TSM) Approves $20B Capital I - GuruFocus

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www.gurufocus.com 2026-05-12 GuruFocus