SemiPulse — Semiconductor Intelligence

2984 articles

2026-05-16

Taiwan semiconductor materials, April 2026— One sector, two races - digitimes

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www.digitimes.com 2026-05-16 digitimes

Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those...The article requires paid subscription.Subscribe Now

Semiconductor Materials Taiwan Semiconductor Industry Analysis Supply Chain Technology Development Market Trends Company Growth Industry Cycle

2026-05-16

Prediction markets spark debate as NVIDIA rises as top investor pick - Fox Business

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www.foxbusiness.com 2026-05-16 Fox Business

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2026-05-16

Cerebras: What you need to know about the Nvidia competitor after wild IPO - MSN

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www.msn.com 2026-05-16 MSN

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2026-05-16

Applied Materials (AMAT) Net Margin Near 30% Tests Bullish AI Growth Narratives - simplywall.st

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simplywall.st 2026-05-16 simplywall.st

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2026-05-16

China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

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digitimes.com 2026-05-16

China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.

2026-05-16

Taiwan semiconductor materials, April 2026— One sector, two races

0.92

digitimes.com 2026-05-16

Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.

2026-05-16

Growth Investing Leaders 2026: Nvidia, Meta, and Amazon Analysis - News and Statistics - IndexBox

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www.indexbox.io 2026-05-16 IndexBox

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2026-05-16

Is Applied Materials’ AI-Fueled Beat And NEXX Deal Altering The Investment Case For AMAT? - simplywall.st

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simplywall.st 2026-05-16 simplywall.st

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2026-05-16

Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Down 3.1% - Time to Sell? - MarketBeat