SemiPulse — Semiconductor Intelligence

Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as a rapidly expanding revenue driver as the company deepens its push into wafer-handling systems, logistics robots, and humanoid robot components.

TSMC CoWoS yields top 98% as capacity expands

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digitimes.com 2026-05-18

Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance of advanced semiconductor technology.

Memory shortage gives Team Group room to favor long-term customers

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digitimes.com 2026-05-18

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply, with the company prioritizing shipments to long-term customers in industrial, automotive and gaming markets.

TEEMA global science park plan takes shape with Mexico leading

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digitimes.com 2026-05-18

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) is moving ahead with its global science park strategy, and Mexico's Sonora has emerged as the leading candidate for an early launch, TEEMA chairman Young Liu said before the group's 27th general assembly on May 15, 2026. Liu said Sonora has the strongest chance of becoming the first site because talks began earliest there and

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

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digitimes.com 2026-05-18

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized tec

Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

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digitimes.com 2026-05-18

Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.

Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

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digitimes.com 2026-05-18

Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end Apple Watch models in the second half of 2026, which could boost end-market shipments by 20% to 30% from 2025 as incoming CEO John Ternus takes over on September 1.