Tracked topic
… Link: Sony, TSMC plan new Japan joint venture for next-generation image sensors | https://www.reuters.com/world/asia-pacific/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors-2026-05-08/ | Reuters
… Link: Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club | https://www.bloomberg.com/news/articles/2026-05-06/samsung-hits-1-trillion-valuation-joining-tsmc-in-elite-club | Bloomberg
… The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. Link: AI Is Reshaping Advanced-Node Resource Allocation: Apple, Intel, and TSMC in a Three-Way Shift | https://x.com/mingchikuo/status/2054987772289810884 | X formerly Twitter
Bloomberg reports that Apple has held “exploratory discussions” with the chipmakers to produce the main processors for certain devices in the US, though the Cupertino company still has concerns about using non-TSMC technology. …
… Bloomberg reported this week that Apple has held “exploratory discussions” with Intel and Samsung about having them make Apple’s processor chips in the US — currently, Apple works with Taiwan-based TSMC to produce those. …