342 articles
2026-05-11
digitimes.com
2026-05-11
The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source positions, industry data showed. The Taiwan Printed Circuit Board Association reported the copper-clad laminate market reached US$16.02 billion in 2025 and was projected to rise to US$21.5 billion in 2026 as server
2026-05-11
digitimes.com
2026-05-11
Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant, to be located in the Kaohsiung Nanzih Technology Industrial Park, is scheduled to open in September 2029.
2026-05-11
digitimes.com
2026-05-11
To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry observers estimate that combined capital expenditures by Taiwanese OSAT providers could surge to a record NT$400 billion (approx. US$12.7 billion) in
2026-05-11
digitimes.com
2026-05-11
Below are the most-read DIGITIMES Asiastories from the week of May 4-10, 2026:
2026-05-11
intellectia.ai
2026-05-11
Intellectia AI
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2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
2026-05-11
www.theglobeandmail.com
2026-05-11
The Globe and Mail
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2026-05-11
finance.yahoo.com
2026-05-11
Yahoo Finance
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2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
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2026-05-10
focustaiwan.tw
2026-05-10
Focus Taiwan
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2026-05-10
www.marketbeat.com
2026-05-10
MarketBeat
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2026-05-10
www.marketbeat.com
2026-05-10
MarketBeat
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2026-05-10
www.tipranks.com
2026-05-10
TipRanks
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2026-05-10
digitimes.com
2026-05-10
As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major constraint.
2026-05-09
simplywall.st
2026-05-09
simplywall.st
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2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
Insi
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Skip to main content
Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The