Semiconductor News & Analysis Feed
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2026-05-07
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2026-05-07
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Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity manufacturing capacity by 10-fold and expand fiber production...The article requires paid subscription.Subscribe Now
2026-05-07
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WASHINGTON, May 6, 2026 – Corning is set to build three new manufacturing facilities as part of a new deal with NVIDIA, boosting the glass company’s domestic fiber production capacity by more than 50 percent.ACorning filingwith the Securities and Exchange Commission said NVIDIA invested $500 million in the company and secured the rights to buy another $2.7 billion on Corning stock in the future.Th
2026-05-06
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Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
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KEY POINTS
Fairfield Financial Advisors LTD increased its stake in Taiwan Semiconductor (TSM) by 103.0% in Q4, adding 1,637 shares to hold 3,227 shares valued at about $981,000.
TSMC VP Bor‑Zen Tien purchased 1,000 shares
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Fulcrum Wealth Advisors LLC Purchases Shares of 11,926 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
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KEY POINTS
Fulcrum Wealth Advisors LLC bought 11,926 shares of Taiwan Semiconductor (TSM) in Q4—about $3.62 million—making the holding ~3.0% of its portfolio and TSM its 10th largest position.
TSMC reported quarterly EPS of
2026-05-05
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2026-05-05
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2026-05-05
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2026-05-05
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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC
Written by MarketBeat
May 5, 2026
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KEY POINTS
Alta Wealth Advisors cut its stake in Taiwan Semiconductor Manufacturing by 67.2%, selling 1,573 shares and leaving it with 768 shares valued at about $233,000 at the end of the quarter.
Market sentiment is bullish on AI-driven
2026-05-05
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2026-05-05
IndexBox
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A new analysis examines the contrasting bullish and bearish perspectives on Taiwan Semiconductor Manufacturing (NYSE: TSM). The stock has delivered strong returns, rising approximately 140% over the past year and 30% year to date, according to the source.
Taiwan Semiconductor Manufacturing, com
2026-05-05
9to5mac.com
2026-05-05
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AAPL COMPANY INTEL TSMC SAMSUNG ELECTRONICS
Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC
Marcus Mendes
| May 4 2026 - 8:45 pm PT
2 Comments
Bloomberg reports that Appl
2026-05-04
eetimes.com
2026-05-04
News Desk
Manufacturing continued to expand in April despite supply chain issues and higher prices.