SemiPulse — Semiconductor Intelligence

Sony taps TSMC as a manufacturing partner for next-gen image sensors in a new Japan-based joint venture - TweakTown

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www.tweaktown.com 2026-05-11 TweakTown

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AMD's 2nm defection to Samsung dents TSMC's AI grip

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digitimes.com 2026-05-11

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

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digitimes.com 2026-05-11

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.

Sony, TSMC to jointly develop image sensors for AI era - upi.com

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www.upi.com 2026-05-11 upi.com

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Samsung Electronics 70% Undervalued vs TSMC, Analyst Warns - 조선일보

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www.chosun.com 2026-05-11 조선일보

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TSMC to remain top Apple chipmaker despite reported Intel deal: Experts - Taipei Times

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www.taipeitimes.com 2026-05-11 Taipei Times

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Apple to Produce Chips at Intel Foundry, Cutting TSMC Dependence - 조선일보

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www.chosun.com 2026-05-10 조선일보

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TSMC to remain top Apple chipmaker despite reported Intel deal: Experts - Focus Taiwan

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focustaiwan.tw 2026-05-10 Focus Taiwan

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Apple, Intel Chip Pact Challenges TSMC Dominance - 조선일보

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www.chosun.com 2026-05-10 조선일보

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Why Sony just brought TSMC into its most important business - The Times of India

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timesofindia.indiatimes.com 2026-05-10 The Times of India

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TSMC Posts Double-Digit Revenue Growth in April as Group Bolsters Support for Overseas Units - The Globe and Mail

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www.theglobeandmail.com 2026-05-09 The Globe and Mail

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What's driving the TSMC-Sony AI sensor JV? - digitimes

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www.digitimes.com 2026-05-09 digitimes

TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now

TSMC Sony AI image sensors Semiconductor manufacturing Joint venture Artificial intelligence Automotive electronics Robotics

Sony And TSMC Sensor Venture Tests Sony Group’s Chip And Cash Priorities - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement Japan/Consumer Durables/TSE:6758 Sony And TSMC Sensor Venture Tests Sony Group’s Chip And Cash Priorities May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Sony Group (TSE:6758) announced a new joint venture with Taiwan Semiconductor Manufacturing Company (TSMC) to develop and manufacture next generation im

Sony TSMC Image Sensors Semiconductor AI Applications Automotive Electronics Robotics Capital Expenditure

Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:QCOM Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM. Qual

Qualcomm TSMC 2nm process AI chips Data center Smartphones Semiconductor industry Apple

Sony and TSMC form Japan joint venture to develop next-gen image sensors - TechNode

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technode.com 2026-05-09 TechNode

Subscribe to the TechNode Briefing Newsletter Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Sign up Subscribe to TechNode Briefing Newsletter Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Continue wit

Image sensors Semiconductor manufacturing Japan semiconductor industry TSMC Sony Joint venture Imaging technology Advanced process nodes

TSMC, Sony Form Image Sensor Joint Venture - Semiecosystem

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marklapedus.substack.com 2026-05-09 Semiecosystem

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TSMC inks Sony Semiconductor Solutions deal - Taipei Times

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www.taipeitimes.com 2026-05-09 Taipei Times

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Sony Teams-Up With TSMC to Develop Its Next-Gen Image Sensors - PetaPixel

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petapixel.com 2026-05-08 PetaPixel

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Sony chip unit, TSMC ink JV deal - Mobile World Live

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www.mobileworldlive.com 2026-05-08 Mobile World Live

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Sony, TSMC Form Image Sensor Manufacturing Pact - Design and Development Today

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www.designdevelopmenttoday.com 2026-05-08 Design and Development Today

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