SemiPulse — Semiconductor Intelligence

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July

Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

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digitimes.com 2026-05-10

As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major constraint.

Evaluating ON Semiconductor’s Valuation After A Strong 30 Day Share Price Run - simplywall.st

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simplywall.st 2026-05-10 simplywall.st

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Tower Semiconductor Weighs Defense Supply Chain Growth And Credit Tailwinds - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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University of Florida Honors Semiconductor Education Leader as Osceola County’s NeoCity Momentum Continues - Positively Osceola

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www.positivelyosceola.com 2026-05-09 Positively Osceola

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Why Tower Semiconductor Rallied in April - The Motley Fool

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www.fool.com 2026-05-09 The Motley Fool

Shares ofTower Semiconductor(TSEM9.46%)rallied 26% in April, according to data fromS&P Global Market Intelligence.Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as si

Semiconductor Manufacturing Specialty Chips Silicon Photonics AI Networking Defense Industry Chip Supply Chain Tower Semiconductor TSMC

SÜSS MicroTec SE stock: Semiconductor equipment maker eyes growth in advanced packaging and lithogr - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-09 AD HOC NEWS

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Why Tower Semiconductor Rallied in April - Yahoo Finance

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finance.yahoo.com 2026-05-09 Yahoo Finance

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ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors? - 24/7 Wall St.

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247wallst.com 2026-05-09 24/7 Wall St.

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Video Muted Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more

Semiconductor Industry AI Chips Investment Analysis Valuation Comparison Retirement Investing Stock Investment ARM Holdings Intel

Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After Its 1‑Year Surge? - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

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Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-09 MarketBeat

Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat May 9, 2026 Image from MarketBeat Media, LLC. KEY POINTS Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million. TSMC continues to benefit from str

TSMC Semiconductor Manufacturing AI Chips Institutional Investors Financial Analysis Market Trends Stock Performance Revenue Growth