SemiPulse — Semiconductor Intelligence

Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.

TSMC CoWoS yields top 98% as capacity expands

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digitimes.com 2026-05-18

Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance of advanced semiconductor technology.

The Butterfly Effect of SK Hynix's Performance Bonuses - 조선일보

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www.chosun.com 2026-05-17 조선일보

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Burford Brothers Inc. Invests $835,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-17 MarketBeat

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Galatek targets advanced packaging market, eyes Taiwan foundries

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digitimes.com 2026-05-17

Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing (HPC) chips surges across Southeast Asia and global markets. The company is also pursuing a dual-track expansion spanning Southeast Asia and Taiwan.

Applied Materials: AI Chip Equipment Boom Looks Priced For Perfection (NASDAQ:AMAT) - Seeking Alpha

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seekingalpha.com 2026-05-16 Seeking Alpha

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Taiwan semiconductor materials, April 2026— One sector, two races

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digitimes.com 2026-05-16

Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.

Performance Comparison: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry - - Benzinga

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www.benzinga.com 2026-05-15 Benzinga

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Nan Ya PCB targets high-end IC substrate growth amid AI demand

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digitimes.com 2026-05-15

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The company's 2026 development plans and use of parent-group factories in southern Taiwan aim to meet accelerating AI-related demand as well as higher automotive and mobile sector requirements.

Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins

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digitimes.com 2026-05-15

Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During its latest earnings call on May 14, the company highlighted robust financial performance driven by emerging applications in artificial intelligence and power management.

SMIC beats margin guidance even as operating profit slides

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digitimes.com 2026-05-15

On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue increase alongside a double-digit year-over-year gain. The company recorded revenue of US$2,505 million for the period, a 0.7% increase from US$2,489 million in the final quarter of 2025. This performance reflects an 11

Ansys Discovery and AMD Expand Access to High Performance Simulation for More Engineers and Designers - AMD

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news.google.com 2026-05-15 AMD

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[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure - TrendForce

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www.trendforce.com 2026-05-14 TrendForce

HomeNews

Wide Bandgap GaN RF SiC Power Semiconductor RF Chip Semiconductor Material Chip Manufacturing Market Diversification

AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue

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digitimes.com 2026-05-14

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

Wieson eyes 2Q26 recovery as new businesses gain traction

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digitimes.com 2026-05-14

Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying competition plus inventory digestion in China's auto market weighed on performance. The electronics components maker reported consolidated revenue of NT$704 million (US$22.33 million) in the first quarter of 2026, do

ON Semiconductor Corp. stock outperforms competitors on strong trading day - MarketWatch

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www.marketwatch.com 2026-05-14 MarketWatch

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Qualcomm Beijing Trip Links Trade Talks To Priced For Perfection Stock - simplywall.st

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simplywall.st 2026-05-13 simplywall.st

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