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Friday 15 May 2026
Hua Hong Semiconductor strategy focuses on AI demand and specialty tech expansion
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact...
Friday 15 May 2026
SMIC refocuses on capital investment over dividends as AI boom reshapes demand
During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize...
Friday 15 May 2026
Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins
Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During...
Friday 15 May 2026
Applied Materials posts 25-year margin high as agentic AI drives equipment boom
Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the...
Friday 15 May 2026
SMIC beats margin guidance even as operating profit slides
On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue...
Friday 15 May 2026
InP compound semiconductors break AI power and bandwidth barriers
Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their...
Friday 15 May 2026
Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic...
Friday 15 May 2026
Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory...
Friday 15 May 2026
South Korea denies plan to share semiconductor tax windfall with citizens
A political debate in South Korea over how to manage windfall tax revenues from the country's semiconductor boom has intensified after remarks by a senior presidential aide sparked...
Thursday 14 May 2026
Memory supply crunch pushes Phison to historic earnings
Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing...
Thursday 14 May 2026
AI chip boom drives record growth for Taiwan testing firm MPI
With surging demand for artificial intelligence, high-performance computing, and custom AI chips, MPI Corporation said strong momentum in semiconductor testing equipment and testing...
Thursday 14 May 2026
TSMC expands CoWoS and SoIC capacity on AI boom
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...
Thursday 14 May 2026
QBit Semiconductor targets edge AI growth as copier chips turn oligopolistic
IC design firm QBit Semiconductor will list on the Emerging Stock Board on May 15, 2026, and chairman Simon Shen, a former Kinpo executive, said the debut marks a new milestone for...
Thursday 14 May 2026
TSMC symposium spotlights AI expansion, advanced packaging demand
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data...
Thursday 14 May 2026
Japan expands push to secure legacy chip supply chain

Japan is broadening its semiconductor support strategy by expanding subsidies for domestic production of legacy chips, aiming to strengthen...