SemiPulse — Semiconductor Intelligence

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.

Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

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digitimes.com 2026-05-13

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the first quarter of 2026, with high-margin AI server applications accounting for roughly half of the segment.

Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

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digitimes.com 2026-05-13

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.

TsangYow's Malaysia plant to start up in 2026

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digitimes.com 2026-05-13

At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore and Malaysia-based companies, Taiwan suppliers also showed strong participation, underscoring the ambition of Taiwan manufacturers to tap regional semiconductor demand.

Moore Threads builds China-made embodied AI stack with Lightwheel.ai

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digitimes.com 2026-05-13

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a domestic simulation and synthetic data infrastructure platform for embodied AI, highlighting China's broader push to reduce reliance on foreign AI computing and robotics software ecosystems.

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.

Middle East war triggers helium crunch, sends China gas prices up 10-fold

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digitimes.com 2026-05-13

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under heavier-than-expected pressure. In addition to surging metal raw material prices, shortages of high-specification ISO containers used to transport helium, as well as specialty industrial solvents, are driving up production costs and threatening the stability of

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.

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

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digitimes.com 2026-05-13

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

SMIC lands nearly US$6bn mega deal to deepen China AI push

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digitimes.com 2026-05-13

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.

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

Samsung labor talks collapse as bonus dispute threatens chip output

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digitimes.com 2026-05-13

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.