SemiPulse — Semiconductor Intelligence

AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output

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digitimes.com 2026-05-21

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac

Samsung, TSMC-Led AI Stocks Rally Spurs Reality Check in Korea, Taiwan Markets - Bloomberg

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www.bloomberg.com 2026-05-21 Bloomberg

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Blockade Risk Puts TSMC’s Taiwan Hub And Tech Supply Chain In Focus - simplywall.st

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simplywall.st 2026-05-20 simplywall.st

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Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

How a cold call in 2013 led to TSMC's $165 billion Arizona bet

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digitimes.com 2026-05-20

Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with an unsolicited approach during her first trip to Taiwan in 2013 — a cold call that has since grown into one of the largest semiconductor investments in US history.

Trump says Taiwan 'stole our chip industry' — but TSMC was built by a US citizen and 25-year Texas Instruments veteran - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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TSMC Stock (TSM) Opinions on Semiconductor Growth Prospects - Quiver Quantitative

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www.quiverquant.com 2026-05-20 Quiver Quantitative

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ASML (ASML) Stock: High-NA EUV Chips Expected Within Months Despite TSMC Pricing Concerns - Blockonomi

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blockonomi.com 2026-05-19 Blockonomi

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Why the "three-layer cake" is really a TSMC valuation story - Moomoo

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www.moomoo.com 2026-05-19 Moomoo

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Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-19 Yahoo Finance UK

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Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers - digitimes

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www.digitimes.com 2026-05-19 digitimes

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Cathie Wood Sells $28 Million Worth Of AMD And TSMC Shares, Loads Up On Nvidia, Tesla And Flying Taxis - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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MediaTek probe jolts Taiwan lawmakers as market shifts

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digitimes.com 2026-05-19

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and rel

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

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digitimes.com 2026-05-19

TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.

Author: Chips made at Arizona's TSMC plant would be a lifeline if there's conflict with China - KJZZ

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www.kjzz.org 2026-05-19 KJZZ

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TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel - TechStock²

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ts2.tech 2026-05-18 TechStock²

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TSMC Says CoWoS Yield Tops 98 Percent as Capacity Expands - WinBuzzer

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winbuzzer.com 2026-05-18 WinBuzzer

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