Semiconductor News & Analysis Feed
1230 articles
2026-05-26
focustaiwan.tw
2026-05-26
Focus Taiwan
Taipei, May 26 (CNA) Shares in Taiwan closed lower Tuesday as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) fell from its day's high on technical corrections after a recent rally, pushing down the broader market to negative territory, dealers said.
The Taiex, the Taiwan Stock Exchange's benchmark index, ended down 119.03 points, or 0.27 percent, at 43,525.37 after moving betwee
2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.techinasia.com
2026-05-26
Tech in Asia
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.chosun.com
2026-05-26
조선일보
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
news.google.com
2026-05-26
EE Times Asia
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2026-05-26
www.gurufocus.com
2026-05-26
GuruFocus
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2026-05-26
www.msn.com
2026-05-26
MSN
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2026-05-26
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2026-05-26
Yahoo Finance
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2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
drrobertcastellano.substack.com
2026-05-26
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries
DR. ROBERT CASTELLANO
MAY 26, 2026
∙ PAID
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What’s in This Article
Introduction
Why AI Is Expanding Beyond Advanced GPUs
Table 1: Foundry Revenue Mix by Technology Segment (Estimated 2025)
How TSMC’s AI Focus Is Reshaping Mature Nodes
Chart 1: TSMC Advanced Technology Roadmap
How TSMC’s Own Roadmap Is Changing the Semico
2026-05-26
www.japantimes.co.jp
2026-05-26
The Japan Times
Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co.
The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the U.S., ma
2026-05-26
www.upi.com
2026-05-26
upi.com
May 25 (Asia Today) -- Employees at Taiwanese semiconductor giant TSMC are reportedly growing increasingly frustrated over rumors of layoffs and bonus cuts despite the company posting record first-quarter earnings.
According to Beijing-based sources familiar with Taiwan's economy, TSMC delivered what analysts described as extraordinary results in the first quarter of this year.
Revenue rose 40.6
2026-05-26
www.digitimes.com
2026-05-26
digitimes
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its...
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2026-05-26
www.bloomberg.com
2026-05-26
Bloomberg.com
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