SemiPulse — Semiconductor Intelligence

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.

Handelsbanken Fonder AB Sells 25,000 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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Capstone Capital Management Ltd Purchases Shares of 3,917 Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by HighTower Advisors LLC - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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AMF Tjanstepension AB Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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Foundry, test costs push PMIC price hikes toward 12-inch wafers

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digitimes.com 2026-05-19

Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for device makers and automotive and data-center operators as firms weigh whether to accept higher PMIC prices or shift strategies amid ongoing worldwide capacity constraints and node migration pressures.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

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digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

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digitimes.com 2026-05-19

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid t

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

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digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires - Insider Monkey

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www.insidermonkey.com 2026-05-19 Insider Monkey

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