SemiPulse — Semiconductor Intelligence

What's Going On With Taiwan Semiconductor Stock Wednesday? - Taiwan Semiconductor (NYSE:TSM) - Benzinga

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www.benzinga.com 2026-05-13 Benzinga

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Argos Wealth Advisors LLC Invests $3.64 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-13 MarketBeat

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Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem - digitimes

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www.digitimes.com 2026-05-13 digitimes

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, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now

semiconductor supply chain Taiwan AI chips memory chips advanced packaging revenue growth industry analysis

Ajinomoto raises ABF substrate film prices 30%

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digitimes.com 2026-05-13

Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026. Taiwanese package substrate makers confirmed they have received the official notice, as cost pressure in the IC substrate supply chain remains elevated.

TsangYow's Malaysia plant to start up in 2026

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digitimes.com 2026-05-13

At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore and Malaysia-based companies, Taiwan suppliers also showed strong participation, underscoring the ambition of Taiwan manufacturers to tap regional semiconductor demand.

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

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digitimes.com 2026-05-13

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong momentum for GUC while rivals Faraday and Alchip face a slower start to the year.

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.

Taiwan to set up US industrial parks as bilateral ties deepen

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digitimes.com 2026-05-13

The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could see companies in Taiwan's chip ecosystem establish a presence at US locations near TSMC's facilities.

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.

Doosan to build new CCL plant in Thailand

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digitimes.com 2026-05-13

South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global tech giants. The company has announced plans to set up a new subsidiary in Bangpu Industrial Estate and build a new CCL plant there.

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

AI demand lifts Zhen Ding as server and chip substrate sales surge

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digitimes.com 2026-05-13

Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence infrastructure helped offset the seasonal slowdown typically associated with consumer electronics.

Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

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digitimes.com 2026-05-13

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the first quarter of 2026, with high-margin AI server applications accounting for roughly half of the segment.

Taiwan tightens semiconductor grip as South Korea sprints on HBM - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-05-13 Chosunbiz

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Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock - Barchart.com

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www.barchart.com 2026-05-13 Barchart.com

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Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock - Yahoo Finance

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

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