SemiPulse — Semiconductor Intelligence

Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far faster than anticipated and is reshaping the industry from generative AI and AI agents to inference computing.

A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Multi Year Shareholder Returns - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-05-13 Yahoo Finance Singapore

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Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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What Makes Taiwan Semiconductor Manufacturing Company Limited (TSM) One of the Best Companies? - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Howard Lutnick Says US Is 'Bringing Back' Semiconductor Manufacturing: Here Are ETFs That Could Benefit - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Opinicus Capital Inc. - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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Europe’s Photonics Push Runs Through Spain

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eetimes.com 2026-05-13

Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.

Photonics Semiconductor Europe Photonics Initiative PICs Photonic Integrated Circuits AI Infrastructure Data Centers Co-Packaged Optics

Argos Wealth Advisors LLC Invests $3.64 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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Middle East war triggers helium crunch, sends China gas prices up 10-fold

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digitimes.com 2026-05-13

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under heavier-than-expected pressure. In addition to surging metal raw material prices, shortages of high-specification ISO containers used to transport helium, as well as specialty industrial solvents, are driving up production costs and threatening the stability of

Taiwan Semiconductor Manufacturing (TSM) Approves $20B Capital I - GuruFocus

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www.gurufocus.com 2026-05-12 GuruFocus

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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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TSMC Board of Directors Meeting Resolutions|Taiwan Semiconductor Manufacturing Company Limited - Taiwan Semiconductor

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pr.tsmc.com 2026-05-12 Taiwan Semiconductor

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TSMC Semiconductor Manufacturing Board Resolutions Supply Chain Global Expansion Wafer Fabrication Semiconductor Industry Technology Development

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Meridian Wealth Management LLC - MarketBeat

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www.marketbeat.com 2026-05-12 MarketBeat

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KLCM Advisors Inc. Acquires Shares of 4,488 Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-12 MarketBeat

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