SemiPulse — Semiconductor Intelligence

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

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.

Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

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digitimes.com 2026-05-13

At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association says Southeast Asia is evolving from a backend manufacturing base into one of the world's most resilient semiconductor supply chain hubs.

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

Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion

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digitimes.com 2026-05-13

Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions, the firm announced. Revenue rose 36% year on year to NT$11.6 billion (US$370 million), net profit climbed 146% to NT$1.58 billion, and earnings per share reached NT$12.76, also up 146% from a year earlier.

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.

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.

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