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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.tradingview.com
2026-05-05
TradingView
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Micron Stock Keeps Jumping as Memory Prices Soar
Micron Stock Keeps Jumping as Memory Prices Soar
Less than 1 min read
MU
+15.49%
Micron Technology
MU
shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the broader storage market.
The stock climbed about 7% in mor
2026-05-05
www.cultofmac.com
2026-05-05
Cult of Mac
Apple looks beyond TSMC to make iPhone and Mac chips
BY RAJESH PANDEY • 11:08 PM, MAY 4, 2026
NEWS
Intel-inside Macs and iPhone could make a comeback!?!
Photo: D. Griffin Jones/Cult of Mac
Apple is considering using Intel and Samsung foundries to fabricate chips for its devices. The company seemingly held early talks with Intel about using its foundry services.
TSMC currently makes all of Appl
2026-05-05
www.theglobeandmail.com
2026-05-05
The Globe and Mail
Qualcomm Stock is Soaring The Globe and Mail
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Qualcomm Stock is Soaring The Motley Fool
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
appleinsider.com
2026-05-05
AppleInsider
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2026-05-05
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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
2026-05-05
techcrunch.com
2026-05-05
TechCrunch
When it comes to the specter of AI’s labor-displacing potential, Jensen Huang thinks that the American worker has nothing to fear. During a conversation Monday night with MSNBC’s Becky Quick, hosted by the Milken Institute — an economic policy think tank, the jovial Nvidia CEO said that AI was an industrial-scale generator of jobs, not the harbinger of mass unemployment that “AI doomers” have ofte
2026-05-05
digitimes.com
2026-05-05
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.
2026-05-05
digitimes.com
2026-05-05
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.
2026-05-05
digitimes.com
2026-05-05
Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from foundry strategic partners.
2026-05-05
digitimes.com
2026-05-05
Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.
2026-05-05
digitimes.com
2026-05-05
The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications accelerates upgrades in upstream copper-clad laminate (CCL) materials. Among the beneficiaries is impregnation equipment maker Asia Metal Industries (AMI).
2026-05-05
digitimes.com
2026-05-05
Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with physical AI applications spanning robotics and AI -enabled devices.
2026-05-05
digitimes.com
2026-05-05
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.
2026-05-05
digitimes.com
2026-05-05
The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.
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.
2026-05-05
digitimes.com
2026-05-05
Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March, setting a record high as memory contract prices continue to rise.
2026-05-05
digitimes.com
2026-05-05
Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly high.