SemiPulse — Semiconductor Intelligence

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

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TSMC To Reduce Stake in Taiwanese Foundry Vendor - Semiecosystem

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marklapedus.substack.com 2026-05-16 Semiecosystem

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

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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.

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.

Institutional investors flocked to establish new stakes in semiconductor firms in first quarter - Reuters

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www.reuters.com 2026-05-16 Reuters

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

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www.marketbeat.com 2026-05-16 MarketBeat

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Why Tower Semiconductor Stock Skyrocketed This Week - The Motley Fool

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www.fool.com 2026-05-16 The Motley Fool

Tower Semiconductor(TSEM9.63%)was towering above many tech hardware stocks over the past few days. An encouraging quarterly earnings report, followed by several bullish analyst updates, sparked a lively rally in the chipmaker's equity. This drove the shares nearly 30% higher over the week, according to data compiled byS&P Global Market Intelligence.A quarter to rememberIn itsfirst quarter, Tower b

Semiconductor Manufacturing Earnings Report Stock Rally AI Chips Silicon Photonics Analyst Ratings Market Forecast Chip Design

3G Capital adds semiconductor stocks, doubles holding in Alibaba among Q1 positioning changes (TSM:NYSE) - Seeking Alpha

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seekingalpha.com 2026-05-16 Seeking Alpha

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Semiconductor Interconnect Delays Dominate at Sub-2nm: New Challenges and Solutions - News and Statistics - IndexBox

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www.indexbox.io 2026-05-16 IndexBox

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Here's How Taiwan Semiconductor Is Capitalizing on AI Boom - Yahoo Finance

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finance.yahoo.com 2026-05-16 Yahoo Finance