SemiPulse — Semiconductor Intelligence

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

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digitimes.com 2026-05-12

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory demand tied to the global AI infrastructure buildout and spillover orders from higher-end AI server supply chains.

Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill

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tomshardware.com 2026-05-09 Bruno Ferreira

Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill. The company announced it will be cutting 1,100 jobs and has increased its usage of AI sixfold over the past few months.

Cloud Computing Artificial Intelligence Layoffs Technology Stocks AI Data Processing Corporate Transformation Employee Benefits Financial Performance

Ardentec's Longtan plant to start AI ASIC testing in 3Q26

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digitimes.com 2026-05-05

Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from foundry strategic partners.

Semiconductor Testing AI Chip Wafer Probing Semiconductor Manufacturing Chip Design AI ASIC Testing Semiconductor Equipment Chip Fabrication

SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand - digitimes

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www.digitimes.com 2026-05-04 digitimes