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Mention Trend — Last 20 Issues

Live Stories (18)

TSMC Rises 6.9%, Outpaces Nvidia's 3.0% as PHLX Semiconductor Index Gains 7.3% on US-Iran Deal and Taiwan's 9.45% GDP Upgrade

ts2.tech · 2026-06-20 · Score: 15

Samsung Sees Rising Advanced Chip Orders From BYD, Google, AMD as AI Demand Strains TSMC Capacity

nikkei.com · 2026-06-17 · Score: 25

TSMC Does Not Rule Out Price Hikes as AI Chip Demand Outstrips Supply — 15% Increases on 3nm Wafers Reported for 2H 2026

thenextweb.com · 2026-06-09 · Score: 23

Asia Tech Stocks Extend Selloff: SoftBank Plunges 7.5%, Seoul's Kospi Drops 8% as Investors Sour on AI-Linked Names

cnbc.com · 2026-06-08 · Score: 23

NVIDIA and TSMC Bring AI Into Semiconductor Fabs — cuLitho Cuts Lithography Costs 20–50%, cuEST Achieves 50× Faster Chemistry Simulation

yahoo.com · 2026-06-01 · Score: 20

New 3D Silicon Chip Breakthrough Could Extend Moore's Law for Years

sciencedaily.com · 2026-05-30 · Score: 24

Taiwan Raises 2026 GDP Forecast to 9.64% — Best Export Performance in Five Decades, Driven Entirely by AI Chip Demand

bloomberg.com · 2026-05-29 · Score: 16

TSMC Says Energy Use Is Now the Primary Constraint Reshaping AI Chip Design — 30% Power Reduction Targeted by A14 Generation

wtvbam.com · 2026-05-28 · Score: 22

Nvidia Discloses $150B Annual Taiwan Supply Chain Spend; Jensen Huang Plans 4,000-Person Taipei Campus by 2030

nikkei.com · 2026-05-27 · Score: 26

AMD Announces $10B+ in Taiwan Ecosystem Investments to Scale Advanced Packaging for Next-Gen AI Infrastructure

Business Insider · 2026-05-21 · Score: 21

JPMorgan Raises Taiwan Bull-Case Taiex Target to 50,000, Names Market 'Most Pure-Play Exposure' to Global AI Buildout

bloomberg.com · 2026-05-15 · Score: 16

TSMC Raises Global Chip Market Forecast to $1.5 Trillion by 2030, With AI and HPC Expected to Capture 55% of Total

manilatimes.net · 2026-05-15 · Score: 23

Sony Semiconductor Solutions and TSMC Sign MOU for Next-Gen Image Sensor Joint Venture in Kumamoto, Targeting Physical AI, Automotive, and Robotics

technode.com · 2026-05-09 · Score: 22

ALERT Apple and Intel Reach Preliminary Chip-Making Deal, WSJ Reports; Intel Stock Surges 15%

cnbc.com · 2026-05-08 · Score: 28

TSMC Reports April 2026 Revenue of $13.05B, Up 17.5% YoY; January–April Cumulative Revenue Surges 29.9% on AI Chip Demand

pr.tsmc.com · 2026-05-08 · Score: 21

Apple in Early Talks With Intel and Samsung to Build US-Made Chips as AI Data Center Demand Strains TSMC Capacity

macrumors.com · 2026-05-05 · Score: 25

TSMC fully exits Arm Holdings with $231M share sale, triggering 8% stock drop

DigiTimes · 2026-04-29 · Score: 24

Bloomberg: AI boom drowns out Middle East war fears, driving record divergence between Asian markets

Bloomberg · 2026-04-27 · Score: 19

Newsletter Issues (1)

AI Geopolitics: the autonomous-weapons budget outran the rulebook

2026-05-26 · 1 mentions