SemiPulse — Semiconductor Intelligence

TSMC's Kumamoto unit fab swings to profit in Q1 - Focus Taiwan

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focustaiwan.tw 2026-05-16 Focus Taiwan

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Forge Nano Delivers Semiconductor Wafer Fab Equipment to Leading Fortune Global 500 Communications Company for Commercial Photonics Applications - AZoM

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www.azom.com 2026-05-15 AZoM

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TSMC expands CoWoS and SoIC capacity on AI boom

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digitimes.com 2026-05-14

TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen Tien detailed the company's latest progress in advanced process nodes, 3DFabric advanced packaging, global expansion, and AI-powered smart man

IC‑Link by imec joins TSMC 3DFabric Alliance to expand advanced packaging capabilities - New Electronics

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www.newelectronics.co.uk 2026-05-14 New Electronics

The 3DFabric Alliance forms part of TSMC’s broader ecosystem and is designed to support innovation and adoption of advanced integration techniques. These include a range of 2.5D and 3D packaging technologies such as SoIC, CoWoS, InFO and wafer-level integration platforms. Through participation in the alliance, IC‑Link will gain access to these technologies while contributing its design and manufac

Advanced Packaging 3D Integration Chip Design TSMC Semiconductor Ecosystem Chip Manufacturing System Integration Artificial Intelligence

TSMC deploys $20B into Arizona subsidiary as chip giant expands Phoenix fab site - The Business Journals

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www.bizjournals.com 2026-05-14 The Business Journals

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IC-Link by imec joins TSMC 3DFabric® Alliance to accelerate advanced packaging and 3D IC innovation - EEJournal

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www.eejournal.com 2026-05-13 EEJournal

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NVIDIA, Ineffable Intelligence Team Up to Build the Future of Reinforcement Learning Infrastructure - NVIDIA Blog

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blogs.nvidia.com 2026-05-13 NVIDIA Blog

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TSMC adds four executives in latest reshuffle as US investment and succession push accelerate

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digitimes.com 2026-05-13

TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US subsidiary, TSMC Arizona.

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.

Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

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digitimes.com 2026-05-13

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes,73% (173 companies)posted positive year-on-year revenue growth in April 2026, and58% (139)grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.

Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide

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digitimes.com 2026-05-13

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate the development of multi-die systems, smoothing paths to high-volume manufacturing and benefiting designers across AI, high-performance computing, automotive, and telecommunications markets worldwide—as well as techn

TSMC Allocates $20 Billion for Arizona Fab Expansion, but Faces Challenges - TechPowerUp

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www.techpowerup.com 2026-05-13 TechPowerUp

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TSMC allocates $20 billion to Arizona expansion

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tomshardware.com 2026-05-12 Anton Shilov

Despite challenges, TSMC is optimistic about Fab 21.

TSMC Arizona Semiconductor Manufacturing Capital Investment Fab 21 Chip Industry Supply Chain Water Shortage

Applied Materials in focus as Citi ups price target on wafer fab equipment surge (AMAT:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-12 Seeking Alpha

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Applied Materials in focus as Citi ups price target on wafer fab equipment surge - MSN

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www.msn.com 2026-05-12 MSN

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Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

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digitimes.com 2026-05-12

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.

TSMC's US and Japan expansion lifts Trusval

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digitimes.com 2026-05-12

Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and ongoing fab construction projects across the semiconductor, high-tech, and memory industries.

Sony and TSMC hook up for fab-lite - Electronics Weekly

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www.electronicsweekly.com 2026-05-11 Electronics Weekly

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Samsung Foundry Has Apparently Won A 2nm CPU Order From A “North American Fabless Customer,” With AMD Identified As The Order’s Source - Wccftech

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wccftech.com 2026-05-11 Wccftech

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The AI memory squeeze may not ease before 2028

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digitimes.com 2026-05-11

Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending and pricing. The shortage reflects long lead times for new fabs and a strategic shift toward higher-margin memory types.