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Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now

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Exclusive / Nvidia snubbed from Trump China trip to avoid ‘awkward conversations’ - Semafor

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www.semafor.com 2026-05-13 Semafor

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Europe’s Photonics Push Runs Through Spain

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eetimes.com 2026-05-13 Pat Brans

Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.

Photonics Semiconductor European Technology Policy AI Infrastructure Photonic Integrated Circuits Photonic Chips Optical Communication Data Centers

IONQ: Quantum platform scales with semiconductor tech, record revenues, and strong commercial adoption - TradingView

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www.tradingview.com 2026-05-13 TradingView

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Taiwan tightens semiconductor grip as South Korea sprints on HBM - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-05-13 Chosunbiz

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Semiconductor Stocks Are Sucking The Lifeblood Out Of U.S. Big Tech Companies (SP500) - Seeking Alpha

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seekingalpha.com 2026-05-13 Seeking Alpha

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Tower Semiconductor poised for Q1 earnings beat on strong industry trends: Wedbush - Yahoo Finance

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

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Expect software and semiconductor stocks to close their value gap, says KKM Financial's Kilburg - MSN

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www.msn.com 2026-05-13 MSN

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Why Direxion Daily Semiconductor Bull 3X ETF Crashed Today - Yahoo Finance

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

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Why Direxion Daily Semiconductor Bull 3X ETF Crashed Today - The Motley Fool

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

Direxion Daily Semiconductor Bull 3X ETF(SOXL14.37%)has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector.ExpandNYSEMKT:SOXLDirexion Shares ETF Trust - Direxion Daily Semiconductor Bull 3x SharesTod

Semiconductor ETF Leveraged ETF Market Correction Chip Stocks Inflation Report Investment Risk Financial Instruments Market Volatility

Expect software and semiconductor stocks to close their value gap, says KKM Financial's Kilburg - CNBC

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www.cnbc.com 2026-05-13 CNBC

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Assessing Applied Materials (AMAT) Valuation After New AI Semiconductor Partnership With TSMC - simplywall.st

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simplywall.st 2026-05-13 simplywall.st

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Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to Buy - TradingView

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www.tradingview.com 2026-05-13 TradingView

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SpaceX and Tesla Move Forward With $55bn Semiconductor Foundry - Electropages

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www.electropages.com 2026-05-13 Electropages

Recently, SpaceX in partnership with Tesla announced plans to build a $55bn semiconductor foundry in Texas so as to secure their fabrication needs going into the future. What challenges has AI introduced in semiconductor supply chains, what exactly has SpaceX and Tesla announced, and could we see a new era of self-built semiconductors?The Need For More Semiconductors in the Age of AIThe COVID pand

SpaceX Tesla Semiconductor Manufacturing AI Chips US Semiconductor Industry Supply Chain Security In-House Chip Production Semiconductor Investment

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