SemiPulse — Semiconductor Intelligence

AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase in the first quarter of 2026 as AI and hig

GlobalWafers gains SBTi approval for 1.5°C-aligned emissions cuts and net-zero plan

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digitimes.com 2026-05-14

GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway with the global 1.5°C climate goal and committed to achieving net-zero emissions across its full value chain by 2050. The approval covers both near-term and long-term targets, and the company said the moves will sh

Tencent eyes Chinese ASIC ramp in 2H26

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digitimes.com 2026-05-14

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI

RGTI: Chiplet-based quantum systems drive rapid scaling and industry adoption, with strong global investment - TradingView

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www.tradingview.com 2026-05-13 TradingView

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TOWER SEMICONDUCTOR ($TSEM) Releases Q1 2026 Earnings - Quiver Quantitative

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www.quiverquant.com 2026-05-13 Quiver Quantitative

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Qualcomm Incorporated $QCOM Shares Purchased by Madison Asset Management LLC - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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NVIDIA's Frenzy at a Market Cap of $5.4 Trillion: AI Market Poised for New Phase as CEO Huang Visits China - Moomoo

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www.moomoo.com 2026-05-13 Moomoo

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Crown Wealth Group LLC Increases Stock Holdings in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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CFM Wealth Partners LLC Decreases Stock Holdings in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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NVIDIA (NVDA) to Release Earnings on Wednesday - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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TsangYow's Malaysia plant to start up in 2026

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digitimes.com 2026-05-13

At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore and Malaysia-based companies, Taiwan suppliers also showed strong participation, underscoring the ambition of Taiwan manufacturers to tap regional semiconductor demand.

Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

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digitimes.com 2026-05-13

At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association says Southeast Asia is evolving from a backend manufacturing base into one of the world's most resilient semiconductor supply chain hubs.

SMIC lands nearly US$6bn mega deal to deepen China AI push

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digitimes.com 2026-05-13

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.

SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

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digitimes.com 2026-05-13

The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest Materials Market Data Subscription (MMDS) report released by SEMI on May 13, 2026.

NVIDIA to release earnings May 20 as stock lags behind AMD, Intel - Fox Business

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www.foxbusiness.com 2026-05-13 Fox Business

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Is Nebius’ Nvidia‑Backed AI Pivot Altering The Investment Case For Nebius Group (NBIS)? - simplywall.st

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simplywall.st 2026-05-13 simplywall.st

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EPIC AI Chip R&D Alliance Might Change The Case For Investing In Applied Materials (AMAT) - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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