SemiPulse — Semiconductor Intelligence

952 articles

2026-05-15

Applied Materials Raises Outlook as Semiconductor Equipment Demand Grows - WSJ

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www.wsj.com 2026-05-15 WSJ

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2026-05-15

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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2026-05-15

Cerebras soars on debut capping largest-ever US semiconductor IPO - Capital Brief

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www.capitalbrief.com 2026-05-15 Capital Brief

Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again

Semiconductor IPO AI Chip Cerebras NASDAQ Tech Stock AI Inference

2026-05-15

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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2026-05-15

Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now? - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow

AI chips Semiconductor investment Broadcom TSMC AI infrastructure Chip design Foundry manufacturing Revenue growth

2026-05-15

Is KLA Becoming the Biggest Beneficiary of AI Semiconductor Spending? - The Globe and Mail

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www.theglobeandmail.com 2026-05-15 The Globe and Mail

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2026-05-15

Top Semiconductor Stocks as Consumer Demand Remains Under Pressure - Investing.com

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www.investing.com 2026-05-15 Investing.com

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2026-05-15