SemiPulse — Semiconductor Intelligence

Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc

TSMC's Vanguard stake sale signals AI-era capital pivot

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digitimes.com 2026-05-15

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 strategy centered on AI.

TSMC to trim Vanguard International stake to 19% in block trade

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digitimes.com 2026-05-15

TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.

Commentary: The Thucydides trap and TSMC's COUPE

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digitimes.com 2026-05-15

On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.

Why Intel Is More Like Boeing than Nvidia or TSMC - Barron's

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www.barrons.com 2026-05-15 Barron's

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TSMC expects global chip revenue to hit US$1.5tn - Taipei Times

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www.taipeitimes.com 2026-05-15 Taipei Times

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TSMC predicts that the global chip market will reach $1.5 trillion by 2030 because of AI - GSMArena.com news - GSMArena.com

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www.gsmarena.com 2026-05-14 GSMArena.com

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TSMC, ASU launch tech training program to meet workforce demand - ABC15 Arizona

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www.abc15.com 2026-05-14 ABC15 Arizona

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TSMC jumps 4.4% as AI-chip demand narrative and a broader semiconductor rally lift the group - Quiver Quantitative

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www.quiverquant.com 2026-05-14 Quiver Quantitative

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TSMC's Latest Outlook On The Global Semiconductor Market - The Wealth Advisor

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www.thewealthadvisor.com 2026-05-14 The Wealth Advisor

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Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond - Tom's Hardware

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www.tomshardware.com 2026-05-14 Tom's Hardware

ShareCopy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this articleJoin the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterAll three leading-edge foundries — Intel Foundry, Samsung Foundry, and TSMC — have initiated mass production of chips using 2nm-class process technology. Samsung was the first one to start production using itsSF2 node

Semiconductor manufacturing Advanced process technology TSMC Intel Samsung 3nm process 2nm process EUV lithography

TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth - ET Manufacturing

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manufacturing.economictimes.indiatimes.com 2026-05-14 ET Manufacturing

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TSMC Advanced Process Nodes - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-14 AD HOC NEWS

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Emerging-Market Stocks Rise as Alibaba, TSMC Join AI Hot Streak - Bloomberg.com

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www.bloomberg.com 2026-05-14 Bloomberg.com