SemiPulse — Semiconductor Intelligence

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes - digitimes

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www.digitimes.com 2026-05-18 digitimes

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments...The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Manufacturing Intel AMD TSMC Server Market Price Increase Capacity Competition

Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives - digitimes

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www.digitimes.com 2026-05-18 digitimes

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As AI redraws chip industry, TSMC faces its first real rivals

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digitimes.com 2026-05-18

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.

Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

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digitimes.com 2026-05-18

Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.

Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives

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digitimes.com 2026-05-18

Below are the most-read DIGITIMES Asia stories from the week of May 11-17, 2026:

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

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digitimes.com 2026-05-18

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.

My Top Artificial Intelligence Stock for Retirees (Hint: It's Not Nvidia) - The Motley Fool

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www.fool.com 2026-05-17 The Motley Fool

Retirees who want exposure to artificial intelligence (AI) often run into a basic conflict. The companies most closely associated with the theme tend to be volatile and expensive, and they pay little to no dividends. The goal of a retirement portfolio is roughly the opposite: stable cash flow, moderate drawdowns, and enough growth to keep up with inflation.The good news is that one of the largest

Artificial Intelligence Retirement Investment Cisco Systems NVIDIA AI Infrastructure Data Center Networking Equipment Dividend Yield

NVIDIA GeForce RTX 5070Ti and Intel Core Ultra 7 265KF gaming PC is $450 cheaper in this Newegg deal - PC Guide

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news.google.com 2026-05-17 PC Guide

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Institutional investors boost Micron Technology, Intel stocks in Q1 - Crypto Briefing

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cryptobriefing.com 2026-05-17 Crypto Briefing

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Apple Intel Foundry Shift Reshapes ASML Tool Demand Outlook - simplywall.st

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simplywall.st 2026-05-17 simplywall.st