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Taiwan's semiconductor industry and the military implications of a potential cross-strait conflict dominated the aerospace and defense track on the second day of the Plug and Play Silicon Valley May Summit, as investors and defense technology executives described a geopolitical environment that is fundamentally reshaping where capital flows and why.

South Korea announced a national plan to raise domestic production of defense semiconductors to 50% by 2029, targeting heavy reliance on US and Taiwan supply chains to bolster national security. The initiative, unveiled at the 2026 Advanced Strategic Semiconductor Innovation Conference, covers research and development, manufacturing, ecosystem building and workforce training and follows the recent

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Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai

Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand from semiconductor, defense and automotive markets pushed both prices and shipment volumes higher.

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United States/Semiconductors/NasdaqGS:TSEM Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up May 09, 2026 Simply Wall St Share Copy Link Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d

Nvidia said that its NeMo Megatron Framework has non-infringing uses and that it's not liable for any piracy that its users might do.

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