SemiPulse — Semiconductor Intelligence

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a

For India's chip dream, Lam Research points beyond fabs

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digitimes.com 2026-05-11

As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain.

Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

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digitimes.com 2026-05-11

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu Tan's effort to rebuild the US chipmaker's foundry business. It would not, however, resolve the deeper manufacturing, cost, and organizational challenges still standing between Intel and a full-scale comeback.

Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? - The Motley Fool

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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

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Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? - The Globe and Mail

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www.theglobeandmail.com 2026-05-11 The Globe and Mail

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Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After 1-Year 139% Surge? - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance