242 articles
2026-05-06
digitimes.com
2026-05-06
Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also shining new light on Southeast Asia's limited front-end manufacturing base, as SEMI urges the region to add more fabs to reduce chip supply-chain concentration in China and Taiwan.
2026-05-06
digitimes.com
2026-05-06
Tata Electronics is rapidly emerging as one of India's most ambitious bets in the global semiconductor and electronics industry, with a long-term goal of building a US$30 billion business anchored in chip manufacturing, advanced packaging, and electronics services.
2026-05-06
digitimes.com
2026-05-06
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company is positioning its three-continent manufacturing presence—spanning the US, Germany, and Singapore—as a strategic solution for global customers seeking to mitigate the risks associated with concentrated production.
2026-05-06
digitimes.com
2026-05-06
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue
2026-05-06
www.marketbeat.com
2026-05-06
MarketBeat
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2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
2026-05-05
www.azom.com
2026-05-05
AZoM
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
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
Image from MarketBeat Media, LLC.
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
www.marketbeat.com
2026-05-05
MarketBeat
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2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
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
www.indexbox.io
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
9to5Mac
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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
2026-05-05
digitimes.com
2026-05-05
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.
2026-05-04
eetimes.com
2026-05-04
News Desk
U.S. manufacturing activity continued to expand modestly in April. It held the line for a fourth consecutive month, despite a dramatic surge in raw material costs and deepening geopolitical anxieties.The Institute forSupply Management (ISM) reportedthat its Manufacturing Purchasing Managers’ Index (PMI) registered 52.7% in April. This matched the March reading. The data signals that the broader U.
2026-05-01
eetimes.com
2026-05-01
Anne-Françoise Pelé
This report examines how sensing solutions and edge AI are transforming manufacturing and enabling decision-making in dynamic environments.
2026-04-16
eetimes.com
2026-04-16
Yashasvini Razdan
India eyes tech supremacy by shifting electronics focus from manufacturing to design ownership.
2026-04-13
semiengineering.com
2026-04-13
Jesse Allen
Massive rounds for AI, EDA, and manufacturing; 80 startups raise $8.4B.
2026-04-07
eetimes.com
2026-04-07
News Desk
Manufacturing activity expanded slightly faster in March despite rising inflation and global conflict.