SemiPulse — Semiconductor Intelligence

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.

Pan Jit and subsidiary sponsor Make NTU 2026 hackathon to push robotic gripper innovations

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digitimes.com 2026-05-12

Pan Jit International and its subsidiary participated in Make NTU 2026, a 36-hour student hackathon hosted by the electrical engineering student association at National Taiwan University, and sponsored corporate awards focused on robotic gripper applications. The event, held in 2026, aimed to promote projects that combined artificial intelligence, sensing, smart control, and innovative design to e

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

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digitimes.com 2026-05-12

Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced packaging demand.

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.

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

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digitimes.com 2026-05-12

April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials to server systems.

What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer. - Yahoo Finance

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

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What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer. - The Motley Fool

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www.fool.com 2026-05-12 The Motley Fool

Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr

TSMC AI Semiconductor Manufacturing GPU Chip Demand Capital Expenditure Valuation Tech Stock

Taiwan Semiconductor Manufacturing Co. | History, Leadership, Technologies, & Facts - Britannica

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www.britannica.com 2026-05-12 Britannica

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Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Che-Chia Wei Acquires 160 Shares - MarketBeat

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www.marketbeat.com 2026-05-11 MarketBeat

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Taiwan Semiconductor’s Dominance in Packaging Faces Subtle Shifts: SK Hynix Collaborates with Intel to Test EMIB Technology, Potentially Triggering Significant Changes in the AI Chip Supply Chain - Moomoo

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www.moomoo.com 2026-05-11 Moomoo

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