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GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen....

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recover to above 30%....

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial intelligence (AI) demand continues to drive growth across the industry....

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027 results above Wall Street expectations and announced plans to spin off its Cloud and Power Infrastructure segment into a separate publicly traded company....

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical communications, Ethernet, and fixed broadband businesses tied to AI infrastructure expansion....

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers to secure long-term agreements, or LTAs, three to five years in advance....

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together....

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue now originates from markets outside smart mobile devices....

India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components....

In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company is positioning its three-continent manufacturing presence—spanning the US, Germany, and Singapore—as a strategic solution for global customers seeking to mitigate the risks associated with concentrated production....

Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives said, as demand tied to AI robots and AI servers began moving from sampling into volume ramp-up. The company said the April result followed 16 months of operational adjustment and signaled a return to a growth track driven by new AI and edge product lines....

Synnex Technology International Corp. reported record consolidated results for the first quarter as accelerating AI commercialization drove triple-digit growth in data-center products and broad-based gains across its Asia-Pacific markets. The distributor said it is accelerating a shift toward an AI supply-chain integration platform and an MSP digital-intelligence offering to capture higher-value business as AI applications expand....

Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and 91.3% from the same period in 2025, driven by strong market demand and an improved product mix. Net profit reached NT$10.12 billion, surging 226.9% sequentially and turning from a loss a year earlier, while earnings per share (EPS) were NT$2.25, exceeding the company's full-year 2025 results in a single quarter....

Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced packaging and thermal dissipation demand, the company is actively pursuing customer certification for 12-inch silicon carbide (SiC) wafers, while strong demand for gallium nitride (GaN) is driving plans to launch a second phase of capacity expansion....

Rapid changes in battlefield tactics have made drones central to "economic attrition warfare," shifting the focus from technical performance to cost and scale. The implications are global: military planners, procurement budgets, and civilian supply chains are all under pressure as countries and manufacturers scramble to stockpile, ramp up production, and rethink manufacturing models....

Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs squeeze profitability and cloud order visibility. The company said memory-driven price increases are affecting the broader networking industry, but the impact on its 2026 growth will be limited....

Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period in 2025. For the first four months of 2026, consolidated revenue reached NT$20.9 billion, an 11% increase from the same period in 2025....

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery to product mix improvement and growth in the company's Data Center Building Block Solutions (DCBBS) business. The earnings call transcript, however, tells a simpler story. The single customer that drove 63% of revenue in the second quarter fell to 27% in the third quarter. That mix shift — toward higher-margin enterprise and neocloud buyers — did most of the work....

Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's industrial map and affecting global defense supply chains, export controls, and battlefield logistics as European demand rises and Ukraine urgently seeks alternative sourcing channels abroad....

Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers, as usage-based billing and efficiency become central to costs and deployment decisions across international markets and could soon influence provider strategies worldwide....