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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

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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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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

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SK Hynix vs Samsung 2026: AI HBM Leader Edges Samsung in Best Stock Buy - International Business Times Australia

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www.ibtimes.com.au 2026-05-15 International Business Times Australia

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Singapore team makes ultrathin perovskite solar cells - Compound Semiconductor

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compoundsemiconductor.net 2026-05-15 Compound Semiconductor

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Nvidia navigates deepening uncertainty in China’s vital chip market amid US trade tensions - Mix Vale

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www.mixvale.com.br 2026-05-15 Mix Vale

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LMT and Infineon Technologies AG Launch Latvian-Austrian IoT Mentorship Initiative - TheRecursive.com

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therecursive.com 2026-05-15 TheRecursive.com