SemiPulse — Semiconductor Intelligence

Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

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digitimes.com 2026-05-11

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a

AI surge drives Taiwan push for second-source PCB materials as market booms

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digitimes.com 2026-05-11

The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source positions, industry data showed. The Taiwan Printed Circuit Board Association reported the copper-clad laminate market reached US$16.02 billion in 2025 and was projected to rise to US$21.5 billion in 2026 as server

ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029

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digitimes.com 2026-05-11

Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant, to be located in the Kaohsiung Nanzih Technology Industrial Park, is scheduled to open in September 2029.

Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-10 MSN

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Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-10 MSN

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Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-10 MSN

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