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2026-05-12
Applied Materials (AMAT) Heads Into Q2 Earnings with New TSMC AI Partnership — What to Expect - TipRanks
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www.tipranks.com 2026-05-12 TipRanks
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2026-05-12
MediaTek and Qualcomm are about to close the performance gap with Apple - TweakTown
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www.tweaktown.com 2026-05-12 TweakTown
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2026-05-12
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain - digitimes
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www.digitimes.com 2026-05-12 digitimes
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part...The article requires paid subscription.Subscribe Now
SemiconductorMemory ChipsAI ChipsSupply ChainSilicon ValleySK HynixSemiconductor ManufacturingArtificial Intelligence
2026-05-12
Key facts: TSMC Q1 Gross Margin ~66%; Expands Applied Materials Deal - TradingView
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www.tradingview.com 2026-05-12 TradingView
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2026-05-12
TSMC and Applied Materials team up on AI chip manufacturing R&D - eeNews Europe
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www.eenewseurope.com 2026-05-12 eeNews Europe
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2026-05-12
Micron's Supply Chain Lockdown: HBM Booked Through 2027 as DRAM Prices Soar 63% - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-12 AD HOC NEWS
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2026-05-12
TSMC’s AI Deals With Amazon And Sony Versus A Rich Valuation - simplywall.st
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simplywall.st 2026-05-12 simplywall.st
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2026-05-12
Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development - digitimes
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www.digitimes.com 2026-05-12 digitimes
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises...The article requires paid subscription.Subscribe Now
Semiconductor IndustryAI ChipsTSMCApplied MaterialsChip ManufacturingArtificial IntelligenceTechnology PartnershipEPIC Center
2026-05-12
Applied Materials: Guidance Shocks Wall Street—Why Analysts Just Raised Estimates - Investing.com
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www.investing.com 2026-05-12 Investing.com
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2026-05-12
Is Navitas Semiconductor’s (NVTS) New Shelf Offering Quietly Rewriting Its AI Data Center Narrative? - simplywall.st
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simplywall.st 2026-05-12 simplywall.st
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2026-05-12
Ross Gerber Sees Micron Stock At $1,140, Says The 'Math Is Simple' - Benzinga
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www.benzinga.com 2026-05-12 Benzinga
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2026-05-12
Apple-Intel Chip Deal Could Trigger €4.6 Billion Equipment Frenzy, With ASML Set to Cash In, Says BofA - Wccftech
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wccftech.com 2026-05-12 Wccftech
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2026-05-12
NVIDIA confirms GeForce NOW data breach, pledges full support for investigation - TweakTown
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www.tweaktown.com 2026-05-12 TweakTown
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2026-05-12
Innolux shares surge on reports of potential TSMC FOPLP partnership - digitimes
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www.digitimes.com 2026-05-12 digitimes
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now
LCD panel industrySemiconductor manufacturingTSMCInnoluxFOPLP technologyProfitabilityQ1 financial resultsDisplay panel
2026-05-12
Texas Instruments (TXN) Valuation Check As AI Infrastructure Optimism Lifts Semiconductor Stocks - simplywall.st
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simplywall.st 2026-05-12 simplywall.st
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2026-05-12
Tower Semiconductor (TSEM) Is Up 6.4% After New U.S. Defense Radar Chip Partnership News - simplywall.st
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simplywall.st 2026-05-12 simplywall.st
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2026-05-12
Up 377%, Is Intel Proving Why It Was a Mistake for Nvidia to Replace Intel in the Dow Jones Industrial Average? - The Motley Fool
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www.fool.com 2026-05-12 The Motley Fool
WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o
IntelNVIDIADow Jones Industrial AverageSemiconductor IndustryAI ChipsChip ManufacturingMarket ValuationInvestment Analysis
2026-05-12
Intel's revival secret: Suppliers with TSMC's stamp of approval - digitimes
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www.digitimes.com 2026-05-12 digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
IntelTSMCSemiconductor Supply ChainChip ManufacturingTechnology PartnershipIndustry RevivalSupply Chain ManagementAdvanced Process
2026-05-12
Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes
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www.digitimes.com 2026-05-12 digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
Semiconductor IndustryChip ManufacturingTSMCAI ChipsHigh-Performance ComputingSupply Chain ConstraintsFoundry BusinessChip Demand
2026-05-12
Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing
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eetimes.com 2026-05-12 Pat Brans
The reported agreement may just represents a symbolic hedge against TSMC concentration.
AppleIntelChip ManufacturingUS Semiconductor IndustryAdvanced Process TechnologyAI ChipsSemiconductor Supply ChainGovernment Intervention