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.

Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed at overcoming long-standing barriers in targeted cancer therapies. Ahead of its listing on the Taipei Exchange’s Emerging Stock Board on May 20, the company says its integrated linker and payload technologies could help international drugmakers develop safer, more effective, and commercially scalable ADC treatments.

Market fears over Nvidia’s next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved. Nvidia has now confirmed a mass-production plan with ODMs and key suppliers, putting development back on track and pointing to a volume ramp from the third quarter of 2026.

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.