SemiPulse — Semiconductor Intelligence

Taiwan's semiconductor industry and the military implications of a potential cross-strait conflict dominated the aerospace and defense track on the second day of the Plug and Play Silicon Valley May Summit, as investors and defense technology executives described a geopolitical environment that is fundamentally reshaping where capital flows and why.

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

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digitimes.com 2026-05-22

AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while also revealing a new strategic direction centered on anelevated fanout bridge(EFB)packaging ecosystem.

South Korea aims for 50% domestic defense semiconductor supply by 2029

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digitimes.com 2026-05-22

South Korea announced a national plan to raise domestic production of defense semiconductors to 50% by 2029, targeting heavy reliance on US and Taiwan supply chains to bolster national security. The initiative, unveiled at the 2026 Advanced Strategic Semiconductor Innovation Conference, covers research and development, manufacturing, ecosystem building and workforce training and follows the recent

Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC

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digitimes.com 2026-05-22

Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.

Taiwan rides chip-led export boom to bankroll industrial overhaul

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digitimes.com 2026-05-22

AI-driven demand and other emerging technologies kept Taiwan's export momentum strong in the first quarter of 2026, with exports reaching US$195.74 billion, rising 51% year on year. Economic growth hit 13.69%, the highest quarterly growth in 39 years. Taiwan's GDP is forecast to reach NT$32 trillion (US$1.02 trillion) in 2026.

TSMC supply chain material maker AMC rides AI packaging yield boom

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digitimes.com 2026-05-22

Alliance Material Co. (AMC), a Taiwan-based advanced semiconductor materials supplier, said its balance film anti-warpage material has entered customer validation and is expected to begin mass production in the second half of 2026, as AI chip demand drives a new wave of advanced packaging expansion.

AMD deepens Taiwan supply chain ties with US$10B-plus push

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digitimes.com 2026-05-22

AMD CEO Lisa Su arrived in Taiwan on May 20, 2026, on a private jet and largely followed the same itinerary as her April 2025 visit, including a meeting with TSMC, a technology forum and dinner with Taiwan supply chain partners, and an about one-hour summit forum. This time, AMD also made the rare announcement that it will invest more than US$10 billion in Taiwan's industrial ecosystem to accelera

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.5% - Time to Buy? - MarketBeat

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www.marketbeat.com 2026-05-22 MarketBeat

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Taiwan Prosecutors Investigate 3 People Over Nvidia Chip Smuggling to China - Industrial Equipment News

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www.ien.com 2026-05-22 Industrial Equipment News

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AMD invests over $10 billion in Taiwan ecosystem and launches world’s first 2nm processors - Root-Nation.com

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root-nation.com 2026-05-22 Root-Nation.com

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