SemiPulse — Semiconductor Intelligence

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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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Central Asset Investments & Management Holdings HK Ltd - MarketBeat

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www.marketbeat.com 2026-05-14 MarketBeat

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Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

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digitimes.com 2026-05-14

Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and high-bandwidth memory (HBM) competitiveness. The move signals a shift from catch-up mode back toward longer-term technology investment.

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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Strong Industry Outlook Drives Weitz Large Cap Equity Fund’s Investment in NVIDIA (NVDA) - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Parabolic Semiconductor Rally Is Pricing In 2028 Already - Real Investment Advice - Commentaries - Advisor Perspectives

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www.advisorperspectives.com 2026-05-13 Advisor Perspectives

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Zacks Value Trader Highlights: Intel, Micron and Caterpillar - Zacks Investment Research

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www.zacks.com 2026-05-13 Zacks Investment Research

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NVIDIA Corporation $NVDA Shares Sold by Penobscot Investment Management Company Inc. - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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Builder Investment Group Inc. ADV Has $148.55 Million Stock Position in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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The next big player in the AI semiconductor market? Cerebras, seen as a key rival to NVIDIA, is on the verge of going public! Poised to be the largest IPO of the year—what investment opportunities should you watch for? - Moomoo

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www.moomoo.com 2026-05-13 Moomoo

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TSMC adds four executives in latest reshuffle as US investment and succession push accelerate

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digitimes.com 2026-05-13

TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US subsidiary, TSMC Arizona.

TSMC adds four executives in latest reshuffle as US investment and succession push accelerate - digitimes

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www.digitimes.com 2026-05-13 digitimes

TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US...The article requires paid subscription.Subscribe Now

TSMC Semiconductor US Investment Capital Expenditure Executive Appointment Advanced Process Chip Manufacturing Supply Chain

Is Nebius’ Nvidia‑Backed AI Pivot Altering The Investment Case For Nebius Group (NBIS)? - simplywall.st

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simplywall.st 2026-05-13 simplywall.st

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Top Stock Reports for NVIDIA, Mastercard & AbbVie - Zacks Investment Research

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www.zacks.com 2026-05-13 Zacks Investment Research

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Memory Chip Market Presents New Investment Opportunities - Intellectia AI

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intellectia.ai 2026-05-13 Intellectia AI