Semiconductor News & Analysis Feed
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2026-05-05
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2026-05-05
Benzinga
Apple Inc. (NASDAQ:AAPL) is exploring potential partnerships with Intel Corp. (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (OTC:SSNLF) to manufacture its processors in the United States, according to a report.
The talks are part of the company’s effort to diversify its chip supply chain beyond its reliance on Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), according to a Bloomberg repor
2026-05-05
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2026-05-05
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2026-05-05
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2026-05-05
MarketBeat
Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fairfield Financial Advisors LTD increased its stake in Taiwan Semiconductor (TSM) by 103.0% in Q4, adding 1,637 shares to hold 3,227 shares valued at about $981,000.
TSMC VP Bor‑Zen Tien purchased 1,000 shares
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Fulcrum Wealth Advisors LLC Purchases Shares of 11,926 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
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KEY POINTS
Fulcrum Wealth Advisors LLC bought 11,926 shares of Taiwan Semiconductor (TSM) in Q4—about $3.62 million—making the holding ~3.0% of its portfolio and TSM its 10th largest position.
TSMC reported quarterly EPS of
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
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2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Alta Wealth Advisors cut its stake in Taiwan Semiconductor Manufacturing by 67.2%, selling 1,573 shares and leaving it with 768 shares valued at about $233,000 at the end of the quarter.
Market sentiment is bullish on AI-driven
2026-05-05
www.cultofmac.com
2026-05-05
Cult of Mac
Apple looks beyond TSMC to make iPhone and Mac chips
BY RAJESH PANDEY • 11:08 PM, MAY 4, 2026
NEWS
Intel-inside Macs and iPhone could make a comeback!?!
Photo: D. Griffin Jones/Cult of Mac
Apple is considering using Intel and Samsung foundries to fabricate chips for its devices. The company seemingly held early talks with Intel about using its foundry services.
TSMC currently makes all of Appl
2026-05-05
www.indexbox.io
2026-05-05
IndexBox
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A new analysis examines the contrasting bullish and bearish perspectives on Taiwan Semiconductor Manufacturing (NYSE: TSM). The stock has delivered strong returns, rising approximately 140% over the past year and 30% year to date, according to the source.
Taiwan Semiconductor Manufacturing, com
2026-05-05
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AAPL COMPANY INTEL TSMC SAMSUNG ELECTRONICS
Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC
Marcus Mendes
| May 4 2026 - 8:45 pm PT
2 Comments
Bloomberg reports that Appl
2026-05-05
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