SemiPulse — Semiconductor Intelligence

Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process equipment, with the company saying demand tied to co-packaged optics started to convert into orders. The firm posted net profit after tax of NT$415 million, up 82.1% year on year, and first-quarter revenue rose 81.9%

Lite-On, Delta benefit from surge in AI server power demand

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digitimes.com 2026-05-13

April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across data center power management, backup batteries, and advanced cooling solutions.

Hanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production

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digitimes.com 2026-05-13

South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second half of 2026, with the systems expected to be used in the mass production of networking chips for SpaceX.

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

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digitimes.com 2026-05-13

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

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

MACOM, Marvell Technology, Applied Materials, KLA Corporation, and Lam Research Shares Are Falling, What You Need To Know - StockStory

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stockstory.org 2026-05-13 StockStory

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MACOM, Marvell Technology, Applied Materials, KLA Corporation, and Lam Research Shares Are Falling, What You Need To Know - TradingView

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www.tradingview.com 2026-05-13 TradingView

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How to Eliminate Pipeline Friction in AI Model Serving - NVIDIA Developer

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news.google.com 2026-05-13 NVIDIA Developer

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Smartphone Sales Decline: Chip shortage hits India’s budget market hard - Deccan Herald

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www.deccanherald.com 2026-05-13 Deccan Herald

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DXVK-NVAPI 0.9.2 Further Improves NVIDIA Integration For Steam Play Linux Gaming - Phoronix

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news.google.com 2026-05-13 Phoronix

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Why are Intel, Qualcomm, AMD stocks falling today? - TradingView

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www.tradingview.com 2026-05-13 TradingView

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Full-chip EUV Curvilinear Mask Optimization | Newswise - Newswise

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www.newswise.com 2026-05-12 Newswise

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Indie Semiconductor Acquires CMOS Image Sensor Product Line From Ams OSRAM For €40 Million - Pulse 2.0

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pulse2.com 2026-05-12 Pulse 2.0

Indie Semiconductor has announced a definitive agreement to acquire the fabless CMOS image sensor group from ams OSRAM AG for total consideration of €40 million, comprising a €35 million cash payment at closing and a €5 million vendor-debt note issued by ams OSRAM. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions, including regulatory appro

Semiconductor Acquisition CMOS Image Sensor Image Sensor Market Automotive ADAS Physical AI Sensor Fusion GaN SLED Smart Sensors

Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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