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EUV572 3nm531 AI197 GPU160 AI chips148 HBM129 DRAM84 memory chips68 CPU57 AI infrastructure55 GaN50 semiconductor44 LogicFolding41 SiC39 2nm38
2026-05-15
Apple's U.S. chip plan gains steam thanks to $20B TSMC investment - AppleInsider
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appleinsider.com 2026-05-15 AppleInsider
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2026-05-15
NoMIS Power Joins ARPA-E DC-GRIDS Consortium, Supplying 3.3 kV SiC MOSFETs for High-Voltage HVDC Submodules - PR Newswire
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www.prnewswire.com 2026-05-15 PR Newswire
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2026-05-15
Eaton (ETN) Valuation In Focus As AI Data Center Demand, NVIDIA Deal And New Investment Lift Optimism - simplywall.st
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simplywall.st 2026-05-15 simplywall.st
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2026-05-15
Intel's Explosive Rally Vs Taiwan Semiconductor's Steady Dominance: Which AI Chip Giant Wins? - Benzinga
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www.benzinga.com 2026-05-15 Benzinga
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2026-05-15
Anthropic's CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here's Why Nvidia, Amazon, and Google Are All in Play - 24/7 Wall St.
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247wallst.com 2026-05-15 24/7 Wall St.
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2026-05-15
Sony, TSMC sign agreement for next-generation image sensors - Evertiq
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evertiq.com 2026-05-15 Evertiq
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2026-05-15
Jensen Huang made a very Jensen Huang pit stop during Trump's China trip - Business Insider
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news.google.com 2026-05-15 Business Insider
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2026-05-15
The Tech Download: Trump's China visit left chip export issue unresolved, with rare earths deal still uncertain - CNBC
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www.cnbc.com 2026-05-15 CNBC
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2026-05-15
Phoenix Financial Ltd. Has $130 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-15 MarketBeat
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2026-05-15
JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycle - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-15 Yahoo Finance UK
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2026-05-15
TSMC to reduce stake in Vanguard International Semiconductor - StreetInsider
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www.streetinsider.com 2026-05-15 StreetInsider
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2026-05-15
Graphene and the semiconductor transition: From materials discovery to pilot line integration - Innovation News Network
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www.innovationnewsnetwork.com 2026-05-15 Innovation News Network
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2026-05-15
Mesirow Financial Investment Management Inc. Sells 11,722 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-15 MarketBeat
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2026-05-15
Mesirow Financial Investment Management Inc. Reduces Position in Texas Instruments Incorporated $TXN - MarketBeat
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news.google.com 2026-05-15 MarketBeat
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2026-05-15
Infineon’s GaN Patent Double and AI Data-Centre Surge Lift Shares to 25-Year Peak — Insiders Tak - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
Cadence Design Systems stock (US12541W1027): AI and chip design momentum after latest earnings - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
Emerging Sub-Segments Transforming the Generative AI in Chip Design Market Landscape - openPR.com
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www.openpr.com 2026-05-15 openPR.com
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2026-05-15
TSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks - capacityglobal.com
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capacityglobal.com 2026-05-15 capacityglobal.com
HomeNewsTSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networksAITSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks15 May 20264 minutesThe world's largest contract chipmaker, TSMC has revised its 2030 market projection upward by 50%, from just over $1 trillion to $1.5 trillion in the space of roughly two years.Saf MalikSenior Content and Ins
TSMCAIData CenterSemiconductor ManufacturingChip MarketAI ComputingAdvanced Process NodesPackaging Technology
2026-05-15
TSMC reduces VIS ownership after announcing massive share sale - TradingView
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www.tradingview.com 2026-05-15 TradingView
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2026-05-15
TSMC's Vanguard stake sale signals AI-era capital pivot - digitimes
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www.digitimes.com 2026-05-15 digitimes
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation...The article requires paid subscription.Subscribe Now
TSMCVanguard International SemiconductorCapital AllocationArtificial IntelligenceSemiconductor ManufacturingInvestment StrategyTechnology StocksIndustry Transformation