SemiPulse — Semiconductor Intelligence

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now

Semiconductor Manufacturing AI Chips TSMC Samsung Electronics AMD 2nm Process Chip Supply Chain Semiconductor Industry

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Packaging and Testing TSMC MediaTek Intel Warren Buffett Investment Apple

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Wafer Foundry Supply Chain Investment Analysis Technology News Market Dynamics Technology Development

Sony Shares Jump After JV Plan With TSMC, Upbeat Guidance - marketscreener.com

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www.marketscreener.com 2026-05-11 marketscreener.com

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TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal - ET Manufacturing

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manufacturing.economictimes.indiatimes.com 2026-05-11 ET Manufacturing

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TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal: Report - The Economic Times

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economictimes.indiatimes.com 2026-05-11 The Economic Times

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Sony taps TSMC as a manufacturing partner for next-gen image sensors in a new Japan-based joint venture - TweakTown

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www.tweaktown.com 2026-05-11 TweakTown

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AMD's 2nm defection to Samsung dents TSMC's AI grip

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digitimes.com 2026-05-11

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.