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The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial intelligence (AI) infrastructure is underway and that the bottleneck is no longer computing power, but the networks that connect it....

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in Taipei, while AMD has also received major ministry support to establish a research and development center in the southern city of Tainan....

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability by optimizing its product mix and expanding across more price points, while Apple is leaning on an ecosystem of 2.5 billion devices and high-margin services to offset rising component costs....

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections....

Robots have become a main focus for Hyundai Motor Group, with continued investments in research and development as part of its strategy for the future. However, rather than promoting the broad adoption of humanoid robots, Hyundai is instead pursuing robots tailored for specific industries, pushing a range of new technologies in a diverse range of solutions and ecosystems....

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the artificial intelligence boom has become....

The bitter feud between Elon Musk and OpenAI's leadership continues to spill into the open since a trial between the two began last week. This legal fight pits two of the world's most prominent AI creators against each other in a case that could have large ramifications for OpenAI's future....

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages....

At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy....

Researchers at National Yang Ming Chiao Tung University announced a new non-toxic, metal-free light-emitting silicone that produces blue fluorescence when mechanically stressed, a development they said could advance glasses-free 3D displays and wearable imaging sensors. The research was published on May 6 in the journal JACS Au, and the work was carried out in collaboration with a team at Osaka Institute of Technology, the university stated....

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing....

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide. The company said it has secured capacity and diversified sourcing ahead of the second half of 2026, signaling potential relief from first-half 2026 constraints for global customers and partners....

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....