SemiPulse — Semiconductor Intelligence

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.The article requires paid subscription.Subscribe Now

Semiconductor Foundry Samsung Electronics AI Chips HBM4 4nm Process Advanced Process Chip Demand Foundry Recovery

SK hynix CEO to meet Gates, Nadella on AI chip ties - The Korea Herald

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www.koreaherald.com 2026-05-13 The Korea Herald

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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.

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.

Hanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production

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digitimes.com 2026-05-13

South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second half of 2026, with the systems expected to be used in the mass production of networking chips for SpaceX.

Malaysia explores semiconductor listings to strengthen domestic capital markets

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digitimes.com 2026-05-13

Malaysia is exploring ways to encourage more semiconductor-related companies to list on Bursa Malaysia as the government seeks to better align the country's capital markets with its growing role in the global chip supply chain.

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

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digitimes.com 2026-05-13

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

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