SemiPulse — Semiconductor Intelligence

Commentary: Trump's Taiwan chip claim tests TSMC's silence

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digitimes.com 2026-05-21

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such a claim. From the 2024 campaign period to a Fox Newsinterview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US go

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN

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digitimes.com 2026-05-21

Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.

Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case

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digitimes.com 2026-05-21

Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to

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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Is Taiwan Semiconductor Manufacturing (TSM) One of the Best Semiconductor Stocks With the Highest Upside Potential Right Now? - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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Little House Capital LLC Has $9.63 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-20 MarketBeat

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