GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recov

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial intelligence (AI) demand continues to drive growth across the industry.

Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor testing linked to artificial intelligence (AI) applications.

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac