SemiPulse — Semiconductor Intelligence

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

AMEC-SMIC: China's chip-equipment push moves from trials to scale

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digitimes.com 2026-05-18

China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability, throughput, and yield requirements of production-scale manufacturing.

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

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digitimes.com 2026-05-18

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized tec

TSMC's Japan fab signals a turning point for overseas manufacturing

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digitimes.com 2026-05-18

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone in the company's overseas expansion strategy.

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.

AI Supercharged This Flatlining U.S. Manufacturing Stock. Now It's Just Scored a Massive New Nvidia Partnership. - The Motley Fool

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www.fool.com 2026-05-18 The Motley Fool

Since the artificial intelligence (AI) revolution began in late 2022, chipmakerNvidia(NVDA4.39%)has seen its shares soar more than 700% as it dominated the market for high-end AI processors.But AI has boosted more than just chipmaker stocks. It's even supercharged legacy manufacturers whose businesses once had little or nothing to do with computer components or software. And one such company just

Artificial Intelligence Semiconductor Fiber Optic Communication NVIDIA Corning AI Data Center Manufacturing Upgrade Supply Chain

Taiwan Semiconductor Manufacturing (TSM): One of the Best Fundamentally Strong Stocks to Buy Now - Insider Monkey

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www.insidermonkey.com 2026-05-18 Insider Monkey

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Taiwan Semiconductor Manufacturing (TSM): One of the Best Fundamentally Strong Stocks to Buy Now - Yahoo Finance

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finance.yahoo.com 2026-05-18 Yahoo Finance

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ASML, Tata signs MoU to advance semiconductor manufacturing ecosystem in India - TipRanks

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www.tipranks.com 2026-05-18 TipRanks