SemiPulse — Semiconductor Intelligence

Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor...The article requires paid subscription.Subscribe Now

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SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze

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digitimes.com 2026-05-15

In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar

Applied Materials scales manufacturing and innovation to meet AI demand

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digitimes.com 2026-05-15

Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c

SMIC beats margin guidance even as operating profit slides

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digitimes.com 2026-05-15

On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue increase alongside a double-digit year-over-year gain. The company recorded revenue of US$2,505 million for the period, a 0.7% increase from US$2,489 million in the final quarter of 2025. This performance reflects an 11

SMIC refocuses on capital investment over dividends as AI boom reshapes demand

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digitimes.com 2026-05-15

During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize on the "AI boom" while maintaining a rigorous investment schedule. The company emphasized that it is currently in a "critical stage of capacity expansion" and is continuously pushing to enhance its competitive standing,

Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Recent Share Price Momentum - Yahoo Finance

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finance.yahoo.com 2026-05-15 Yahoo Finance

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Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 4.5% - Should You Buy? - MarketBeat

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www.marketbeat.com 2026-05-15 MarketBeat

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Chipmaker says onshore of semiconductor manufacturing would take 10 to 15 years - Fox Business

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www.foxbusiness.com 2026-05-15 Fox Business

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