SemiPulse — Semiconductor Intelligence

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone in the company's overseas expansion strategy.

As AI redraws chip industry, TSMC faces its first real rivals

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digitimes.com 2026-05-18

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.

Canada Spins Off Photonics Lab

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eetimes.com 2026-05-18 Gary Hilson

The Canadian Photonics Fabrication Center will be commercialized to scale up its compound semiconductor and photonics capabilities.

Photonics Manufacturing Semiconductor Industry Canadian Government Photonics Facility III-V Semiconductors AI Infrastructure Optical Communication Photonic Chips

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

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digitimes.com 2026-05-18

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized tec

TSMC CoWoS yields top 98% as capacity expands

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digitimes.com 2026-05-18

Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance of advanced semiconductor technology.

Lianyou Metals rides tungsten, cobalt squeeze to record quarter

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digitimes.com 2026-05-18

Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand from semiconductor, defense and automotive markets pushed both prices and shipment volumes higher.