SemiPulse — Semiconductor Intelligence

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such a claim. From the 2024 campaign period to a Fox Newsinterview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US go

Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case

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digitimes.com 2026-05-21

Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to

TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure

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digitimes.com 2026-05-21

Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu

AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output

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digitimes.com 2026-05-21

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

Tech Forum 2026: How much longer can semiconductors sustain Taiwan?

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digitimes.com 2026-05-21

During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.

Samsung, TSMC-Led AI Stocks Rally Spurs Reality Check in Korea, Taiwan Markets - Bloomberg

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www.bloomberg.com 2026-05-21 Bloomberg

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Blockade Risk Puts TSMC’s Taiwan Hub And Tech Supply Chain In Focus - simplywall.st

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simplywall.st 2026-05-20 simplywall.st

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