SemiPulse — Semiconductor Intelligence

Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver

Micron (MU) Surges 150% — HBM Shortage and AI Server Demand Fuel Record Revenue Growth - FXLeaders

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www.fxleaders.com 2026-05-13 FXLeaders

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Tower Semiconductor Reports First Quarter 2026 Financial Results with 15% Year over Year Revenue Growth - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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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.

ASYS Q1 Deep Dive: AI Demand and Advanced Packaging Drive Revenue Growth and Guidance Upside - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-12 Yahoo! Finance Canada

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TSMC Posts Double-Digit Revenue Growth in April as Group Bolsters Support for Overseas Units - The Globe and Mail

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www.theglobeandmail.com 2026-05-09 The Globe and Mail

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TSMC posts strong April revenue growth driven by AI chip demand - MSN

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www.msn.com 2026-05-08 MSN

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