SemiPulse — Semiconductor Intelligence

The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector co

TSMC SVP: better AI days lie ahead, remember the keyword 'COUPE'

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digitimes.com 2026-05-14

Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far faster than anticipated and is reshaping the industry from generative AI and AI agents to inference computing.

Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand

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digitimes.com 2026-05-14

Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory and assembly and test customers.

Korea races to narrow chip packaging gap with Taiwan and China

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digitimes.com 2026-05-14

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small group of global outsourced semiconductor assembly and test leaders and Taiwanese and Chinese companies, sharpening the challenge for South Korea's back-end chip industry.

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

Better Buy: Taiwan Semiconductor vs. Micron Stock - The Motley Fool

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www.fool.com 2026-05-14 The Motley Fool

In the chip manufacturing world, there are two primary types of chips made: memory and logic chips. Each serves a different purpose in a computer, and each is important.In the logic chip world, there is no bigger manufacturer thanTaiwan Semiconductor(TSM2.10%). In the memory world, it's a bit more spread out, andMicron(MU5.81%)is among the largest producers. However, many investors are intrigued b

Semiconductor Manufacturing Memory Chips Logic Chips AI Demand Chip Cycles Investment Strategy TSMC Micron

A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Multi Year Shareholder Returns - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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Better Buy: Taiwan Semiconductor vs. Micron Stock - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips - Yahoo Finance

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