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05.05.26 - 09:18
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Iran War: Flareup of Violence Tests Ceasefire | Daybreak Europe 05/05/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, the four-week ceasefire in the Middle East has been tested by a flareup of violence between the US and Iran. The American military fought off attacks from Iranian drones, missiles and armed small boats as it guided two US-flagged vessels through the Strait of Hormuz.
Plus Bloomberg understands that Apple is exploring using Intel and Samsung to produce the main processors for its devices in the US. Doing so would offer a secondary option beyond its longtime partner TSMC.
Today's guest: Sunaina Sinha Haldea, Raymond James, Global Head of Private Capital Advisory. (Source: Bloomberg)...
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05.05.26 - 07:54
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Apple Considers Using Intel, Samsung to Build Device Processors (Bloomberg)
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Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains. (Source: Bloomberg)...
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04.05.26 - 21:42
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Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April (24/7 Wall St.)
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The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April...
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04.05.26 - 13:48
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XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom (24/7 Wall St.)
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The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom...
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04.05.26 - 05:06
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Commentary: Intel names TSMC as key partner; insider drives its comeback (Digitimes)
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One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings call, he said the debate a year ago centred on whether Intel could survive. Today, the focus has shifted to how quickly it can expand capacity and scale its supply chain to meet surging demand....
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04.05.26 - 04:06
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United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand (Digitimes)
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United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases of 46.5% year-on-year and 76.15% year-on-year, respectively, the firm announced. The engineering and cleanroom contractor said it holds nearly NT$150 billion in orders and aims to reach NT$100 billion in annual revenue in 2026, while comfortably exceeding NT$10 billion in after-tax net profit, positioning itself as a leading profitable player in factory engineering services....
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04.05.26 - 00:24
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ESMC confirmed to be on schedule — and sets its sights on AI (Digitimes)
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The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027. On April 29, the German Trade Office Taipei confirmed that construction is progressing as scheduled and expressed confidence in the timely delivery of the first batch of chips....
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