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28.05.26 - 10:27
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Halbleiter-Hype und KI-Rally: Diese Zahlen stehen jetzt im Fokus (Der Aktionaer)
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Die Berichtssaison hat es am Mittwochabend erneut gezeigt: Der KI-Boom beflügelt das Wachstum in der Techbranche. Doch bei einem genaueren Blick auf die Quartalszahlen von Dell und HP trennt sich die Spreu vom Weizen. DER AKTIONÄR ordnet ein und verrät, wie es um die Vitalität des Megatrends steht....
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28.05.26 - 07:06
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Semiconductors and AI are pillars of Taiwan′s global prosperity, says Taiwanese president (Digitimes)
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During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners working together toward shared goals....
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28.05.26 - 04:06
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Formosa Chemicals to showcase low-carbon 5N5 hydrogen and semiconductor materials at COMPUTEX 2026 (Digitimes)
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Formosa Chemicals & Fibre Corporation announced it will debut at COMPUTEX 2026 next week to present a push into semiconductor-grade materials and low-carbon hydrogen supply aimed at cutting emissions in chip manufacturing. The company said it plans to start producing 5N5 high-purity low-carbon hydrogen in the third quarter of 2027 and will emphasize links between its chemicals business and the semiconductor supply chain at the Taipei event....
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28.05.26 - 02:00
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Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26 (Digitimes)
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Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025 consolidated revenue of NT$10.5 billion (US$334 million), up 0.3% year on year, with gross margin rising to 33% and net profit attributable to the parent company of NT$140 million. Earnings per share were NT$1.36, and executives said product-mix optimization, equipment replacement, inventory reduction, and tighter cost control drove the margin improvement....
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28.05.26 - 02:00
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Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026 (Digitimes)
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Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand....
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27.05.26 - 10:00
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Meet He Tingbo: Huawei′s ′chip queen′ trying to rewrite China′s semiconductor playbook (SCMP)
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When He Tingbo took the stage in Shanghai this week to unveil Huawei Technologies' Tau (τ) Scaling Law, the message was about more than a new chip development framework.
It was also a statement, showing how the most prominent Chinese technology company to have been subjected to US sanctions wants to compete in semiconductors when access to the world's most advanced chipmaking tools remains restricted, and when the industry's decades-old reliance on shrinking transistors is becoming more......
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27.05.26 - 07:06
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ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion (Digitimes)
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Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations and accelerating a shift into medical-grade thermoplastic polyurethane (TPU) semi-finished products. Executives said the moves aim to capture growing measurement and control-module demand from semiconductor-equipment customers and to open new TPU accounts in Japan, China, Europe, and the US....
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