SemiPulse — Semiconductor Intelligence

Cathie Wood’s ARK trims Taiwan Semiconductor stock, adds Cerebras - Investing.com

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www.investing.com 2026-05-15 Investing.com

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Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry

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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

Nan Ya PCB targets high-end IC substrate growth amid AI demand

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digitimes.com 2026-05-15

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The company's 2026 development plans and use of parent-group factories in southern Taiwan aim to meet accelerating AI-related demand as well as higher automotive and mobile sector requirements.

Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion

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digitimes.com 2026-05-15

Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory segments leading the charge.

Panel makers cool in April 2026, pivot to CPO and FOPLP

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digitimes.com 2026-05-15

After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.

Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage

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digitimes.com 2026-05-15

Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.

Commentary: The Thucydides trap and TSMC's COUPE

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digitimes.com 2026-05-15

On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.

Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Recent Share Price Momentum - Yahoo Finance

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finance.yahoo.com 2026-05-15 Yahoo Finance

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Taiwan Semi Raises Chip Market Outlook - TradingView

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www.tradingview.com 2026-05-15 TradingView

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Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 4.5% - Should You Buy? - MarketBeat

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www.marketbeat.com 2026-05-15 MarketBeat

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Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now? - The Motley Fool

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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

AI chips Semiconductor investment Broadcom TSMC AI infrastructure Chip design Foundry manufacturing Revenue growth

Just How Important Is Taiwan? About $30 Trillion Important. - Barron's

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www.barrons.com 2026-05-14 Barron's

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Taiwan Semi expects global chip market to reach $1.5T by 2030: report - MSN

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www.msn.com 2026-05-14 MSN

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TSMC touts advanced packaging, 2nm progress at tech symposium - Focus Taiwan

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focustaiwan.tw 2026-05-14 Focus Taiwan