SemiPulse — Semiconductor Intelligence

Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver

TSMC expands CoWoS and SoIC capacity on AI boom

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digitimes.com 2026-05-14

TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen Tien detailed the company's latest progress in advanced process nodes, 3DFabric advanced packaging, global expansion, and AI-powered smart man

RBC Capital Makes Bullish Nvidia [NASDAQ: NVDA] Prediction with $250 Target as AI Demand Visibility Extends into 2027 - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-14 foreignpolicyjournal.com

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BofA raises Nvidia stock price target to $320 on AI demand - Investing.com

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www.investing.com 2026-05-13 Investing.com

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BofA raises Micron stock price target to $950 on AI demand outlook - Investing.com

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www.investing.com 2026-05-13 Investing.com

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Goldman Sachs raises ASML stock price target to €1,600 on AI demand - Investing.com

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www.investing.com 2026-05-13 Investing.com

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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

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.

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.

Display Makers Eye Semiconductor Packaging as AI Demand Drives Supply Crunch - thelec.net

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www.thelec.net 2026-05-12 thelec.net

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SK Hynix Stock Soars in 2026 on Explosive HBM AI Demand – Forecast & Analysis - FXLeaders

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www.fxleaders.com 2026-05-12 FXLeaders

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UBS reiterates buy rating on Nvidia with $245 price target, citing AI demand - Crypto Briefing

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cryptobriefing.com 2026-05-12 Crypto Briefing

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ASYS Q1 Deep Dive: AI Demand and Advanced Packaging Drive Revenue Growth and Guidance Upside - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-12 Yahoo! Finance Canada

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