SemiPulse — Semiconductor Intelligence

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Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president (NVDA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-13 Seeking Alpha

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Nvidia snubbed from Trump China trip to avoid ‘awkward conversations’ - Yahoo

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www.yahoo.com 2026-05-13 Yahoo

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Exclusive / Nvidia snubbed from Trump China trip to avoid ‘awkward conversations’ - Semafor

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www.semafor.com 2026-05-13 Semafor

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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.

Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion

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digitimes.com 2026-05-13

Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions, the firm announced. Revenue rose 36% year on year to NT$11.6 billion (US$370 million), net profit climbed 146% to NT$1.58 billion, and earnings per share reached NT$12.76, also up 146% from a year earlier.

ChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand

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digitimes.com 2026-05-13

Taiwanese outsourced semiconductor assembly and test (OSAT) services company ChipMOS Technologies reported strong growth in both revenue and profit for the first quarter of 2026. Net profit after tax for the quarter reached NT$505 million (approx. US$16.03 million), up 1% from the previous quarter and 186.37% from a year earlier, while earnings per share (EPS) came to NT$0.72, the highest in the p