997 articles
2026-05-15
digitimes.com
2026-05-15
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.
2026-05-15
digitimes.com
2026-05-15
Malaysia is accelerating efforts to expand beyond semiconductor assembly and testing into chip design, following a government-backed initiative tied to access to Arm technology.
2026-05-15
digitimes.com
2026-05-15
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c
2026-05-15
digitimes.com
2026-05-15
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.
2026-05-15
digitimes.com
2026-05-15
Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the global build-out of artificial intelligence (AI) infrastructure.
2026-05-15
digitimes.com
2026-05-15
Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their lower electron scattering and lower loss characteristics position them to help break through AI's energy and bandwidth barriers.
2026-05-15
digitimes.com
2026-05-15
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc
2026-05-15
digitimes.com
2026-05-15
A political debate in South Korea over how to manage windfall tax revenues from the country's semiconductor boom has intensified after remarks by a senior presidential aide sparked widespread controversy and conflicting media reports.
2026-05-15
digitimes.com
2026-05-15
During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize on the "AI boom" while maintaining a rigorous investment schedule. The company emphasized that it is currently in a "critical stage of capacity expansion" and is continuously pushing to enhance its competitive standing,
2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-15
www.tradingview.com
2026-05-15
TradingView
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2026-05-15
www.wsj.com
2026-05-15
WSJ
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2026-05-15
www.marketbeat.com
2026-05-15
MarketBeat
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2026-05-15
www.capitalbrief.com
2026-05-15
Capital Brief
Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again
2026-05-15
www.foxbusiness.com
2026-05-15
Fox Business
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow
2026-05-15
www.theglobeandmail.com
2026-05-15
The Globe and Mail
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2026-05-15
www.investing.com
2026-05-15
Investing.com
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2026-05-15
www.theglobeandmail.com
2026-05-15
The Globe and Mail
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2026-05-15
www.bizjournals.com
2026-05-15
The Business Journals
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