SemiPulse — Semiconductor Intelligence

Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and...The article requires paid subscription.Subscribe Now

Semiconductor Manufacturing TSMC Trusval 2nm Process Advanced Packaging AI Computing Global Semiconductor Market US Semiconductor

Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development - digitimes

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www.digitimes.com 2026-05-12 digitimes

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises...The article requires paid subscription.Subscribe Now

Semiconductor Industry AI Chips TSMC Applied Materials Chip Manufacturing Artificial Intelligence Technology Partnership EPIC Center

[News] MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push - TrendForce

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www.trendforce.com 2026-05-12 TrendForce

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MediaTek TSMC Intel AI chip ASIC Packaging technology EMIB CoWoS

Innolux shares surge on reports of potential TSMC FOPLP partnership - digitimes

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www.digitimes.com 2026-05-12 digitimes

Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now

LCD panel industry Semiconductor manufacturing TSMC Innolux FOPLP technology Profitability Q1 financial results Display panel

Intel's revival secret: Suppliers with TSMC's stamp of approval - digitimes

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www.digitimes.com 2026-05-12 digitimes

With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now

Intel TSMC Semiconductor Supply Chain Chip Manufacturing Technology Partnership Industry Revival Supply Chain Management Advanced Process

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes

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www.digitimes.com 2026-05-12 digitimes

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Manufacturing TSMC AI Chips High-Performance Computing Supply Chain Constraints Foundry Business Chip Demand

Intel's revival secret: Suppliers with TSMC's stamp of approval

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digitimes.com 2026-05-12

With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.

TSMC's US and Japan expansion lifts Trusval

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digitimes.com 2026-05-12

Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and ongoing fab construction projects across the semiconductor, high-tech, and memory industries.

Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development

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digitimes.com 2026-05-12

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing.

TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push

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digitimes.com 2026-05-12

TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

0.92

digitimes.com 2026-05-12

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.

Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap - The Futurum Group

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futurumgroup.com 2026-05-12 The Futurum Group

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Applied Materials TSMC Alliance Deepens AI Chip Tools And Growth Story - Yahoo Finance

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

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Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling - HPCwire

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www.hpcwire.com 2026-05-12 HPCwire

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TSMC shares stumble on report, but losses minor - Taipei Times

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www.taipeitimes.com 2026-05-12 Taipei Times

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Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI Chips - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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TSMC: The AI Infrastructure Monopoly Trading at a Discount - Investing.com

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www.investing.com 2026-05-11 Investing.com

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