Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated by Nvidia Corp.

PSMC, a Taiwan-based semiconductor foundry service provider, inaugurates its first 12-inch wafer fab in Miaoli, Taiwan on May 2. At the ceremony venue, PSMC chairman Frank Huang said the new fab has received interposer orders from a big American customer and will be a supplier to applications such as TSMC's Chip-on-Wafer-on-Substrate (CoWoS).

In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce undergoes seismic shifts.

Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders in the second half of 2024.

In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.

With the destocking of Microcontroller Unit (MCU) inventories ending, Holtek Semiconductor believes the worst is over for MCUs and has seen its on-hand orders for the second quarter stabilize.

Chipbond Technology, a semiconductor backend house with a strong focus on Display Driver ICs (DDI), expects demand to improve in the second quarter of 2024 although order momentum was weak in the previous quarter, according to company chairman Fei-Jain Wu.

SK Hynix held a press conference on May 2 at its headquarters in Icheon, Gyeonggi Province, to reveal details of its investment plans for the M15X fab in Cheongju and the Yongin Semiconductor Cluster in South Korea, as well as advanced packaging facilities in Indiana, the US. Company CEO Kwak Noh-Jung disclosed during the conference that SK Hynix has already sold out of its HBM memory production for this year and is almost sold out for 2025.

Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects the automotive business to play a larger role.

A team from Tata Electronics is set to visit Taiwan, specifically PSMC, amidst global efforts towards semiconductor self-reliance.

In the first quarter of 2024, Samsung Electronics successfully turned a profit in its semiconductor business due to increased demand for AI-related memory. Coupled with the sales growth of the Galaxy S24 series, the outstanding performances from these two sectors led to a revenue return to the KRW70 trillion level (approx. US$50.85 billion) after 5 quarters.