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Foxconn, the AI server and iPhone assembly giant, said the 2nd quarter “is tracking well above previously anticipated significant growth” in a statement. It reported revenue in May rose 39.6% year-on-year to NT$859.4 billion (US$27.3 B), its 3rd best month ever, led by smart consumer products, which includes smartphones, while AI racks continued to grow. January – May revenue rose 31.79% to NT$3.82 trillion. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Apple(AAPL.US) #AIservers #servers

Source: Dan Nystedt

Nine US trade associations sent a memory chip supply warning letter to the US Treasury and Commerce Secretaries, warning that AI data center demand is disrupting the memory chip supply for everyday consumer goods, resulting in higher prices and reduced memory capacity in consumer products, in addition to widespread supply chain disruption. They urged the administration to do everything possible to boost the memory chip supply in the US and allied nations. $Micron Tech(MU.US) $HXSCL $SSNLF #Samsung #SKhynix #semiconductors #semiconductor

Source: Dan Nystedt

TSMC’s visibility extends to 2030, the reason for its optimism over the AI trend and confidence in its goal of mid-30% year-on-year revenue growth this year, media report, adding TSMC’s chairman said the explosion of AI-related demand caught industry by surprise, and shortages remain “everywhere across the supply chain.” $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $AMD(AMD.US) #semiconductors #semiconductor

Source: Dan Nystedt

TSMC talked AI demand, TeraFab, ASML tools, Memory woes, more at its annual shareholder meeting on Thursday (June 4), via media reports: Thread 1/9

AI demand and TSMC outlook

TSMC Chairman & CEO C.C. Wei: The speed AI has grown caught everyone off guard. Even Nvidia CEO Jensen Huang “didn’t know” it would happen this fast

Rapid growth has made capacity planning difficult. TSMC is expanding as fast as it can to ease supply shortages, and feels the pressure of falling short.

AI adoption is spreading across consumer, enterprise and sovereign AI

“We have strong confidence in the next few years,” he said, and TSMC will continue to grow.

He continues to see “strong demand for advanced semiconductors” and reiterated full year guidance for revenue growth over 30%.

Source: Dan Nystedt

Nanya Technology, Taiwan’s biggest memory chip maker, said May revenue rose 730% year-on-year to NT$27.7 billion, its 7th straight record high for a single month, amid continued strong demand, media report. January-May revenue rose 650% to NT$102.3 billion. $Micron Tech(MU.US) $HXSCL $SSNLF #SKhynix #Samsung

Source: Dan Nystedt

Nvidia CEO Jensen Huang is expected to visit South Korea on Friday June 5, to meet with supply chain partners, including SK Group Chair Tae-won Chey (memory chips), LG Group Chair Kwang-mo Koo (CLOiD humanoid robot), Naver Chair Hae-jin Lee (data centers), and executives from the Doosan Group (power infrastructure), media report. $NVIDIA(NVDA.US) $HXSCL #SKhynix #LG #Naver #Doosan

Source: Dan Nystedt

Taiwan accounted for 90.3% of global AI server shipments in 2025, with the figure forecast at 90.1% this year, led by the ‘Big 6’, Foxconn, Wistron, Quanta, Wiwynn, Inventec and Gigabyte, media report, citing DigiTimes Research. The report notes that the traditional May dip and June slump in the electronics industry has been displaced by soaring AI server shipments. $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) #Foxconn #Wistron #Quanta #Wiwynn #Inventec #Gigabyte #Pegatron #Compal

Source: Dan Nystedt

Nvidia CEO Jensen Huang is expected to reveal fresh details about the upcoming Feynman GPU, and new Arm-based N1X chip for Windows PCs today during his GTC Taipei keynote speech, media report, noting Nvidia, Arm and Microsoft all posted “New Era of PC” messages on their social media platforms. $NVIDIA(NVDA.US) $Arm(ARM.US) $Microsoft(MSFT.US)

Source: Dan Nystedt

Nvidia’s Vera Rubin and other new products will see it surge past 20% of TSMC revenue this year, maintaining its lead as TSMC’s top customer worldwide and drive TSMC’s revenue to record highs, media report, noting CEO Jensen Huang confirmed Nvidia’s No. 1 status at TSMC in a podcast earlier this year with Jodi Shelton, CEO of the Global Semiconductor Alliance. TSMC names clients that account for more than 10% of revenue as Customer A, Customer B, etc., leading analysts (me included) to figure Nvidia had tipped into 1st place over Apple in 2025. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Apple(AAPL.US) $Alphabet(GOOGL.US) #semiconductors #semiconductor

Source: Dan Nystedt

TSMC Arizona turned a profit in the first quarter of NT$16.9 billion (US$520 million), putting losses firmly in the rear-view mirror as production and new fab construction continue to ramp up, media report, noting the strong turnaround from its full-year 2024 loss of NT$14.2 billion. Last year, TSMC USA (includes 5 subsidiaries) reported an NT$15.79 billion profit. In Q1, TSMC USA’s profit totaled NT$17.02 billion. $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $AMD(AMD.US) $NVIDIA(NVDA.US) $Amkor Tech(AMKR.US) #Arizona #semiconductors

Source: Dan Nystedt

TSMC will host its annual shareholder’s meeting on Thursday, June 4, where it is expected to update 2nd-half 2026 outlook, global construction projects, capex, potential price hikes, 3nm chip production, more, media report. One key item up for vote is raising the number of TSMC board seats to 9-12 from 7-10 now, deemed vital to enabling TSMC to bring in new talent to the board across its growing overseas operations. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Apple(AAPL.US) $AMD(AMD.US) #semiconductors

Source: Dan Nystedt

Ambarella sees no issue with Samsung Foundry's 2nm/5nm capacity. AMBA has been a loyal foundry customer to Samsung for 18 years. Its 2nm SoC taped out and will be in production in less than a year.

Source: Sravan Kundojjala

The US has no timetable for levying Section 232 tariffs on Taiwan semiconductors, media report, citing Vice Premier Li-chiun Cheng. She said Taiwan hopes any related tariffs “will not come soon.” Taiwan continues to seek the terms from the January US-Taiwan MOU that included heavy investments from Taiwan and won it US Most-Favored-Nation status, as well as a framework for “preferential treatment” if global semiconductor tariffs under Section 232 are officially implemented. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Qualcomm(QCOM.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Apple(AAPL.US)

Source: Dan Nystedt

Samsung Electronics has started shipping next-gen HBM4e memory chip samples to clients, media report, 12-layer high-bandwidth memory 4e. The new chip offers more than a 20% speed increase over HBM4, was made using Samsung’s 1c DRAM manufacturing technology, and holds a logic base-die made with Samsung Foundry 4nm. $HXSCL $SSNLF $Micron Tech(MU.US) #Samsung #SKhynix #semiconductors #HBM

Source: Dan Nystedt

Aspeed Technology, the Taiwan chip designer, is working with Lattice Semiconductor (US) on its first-ever Server Management Companion (SMC) chip in a bid for more silicon wins in AI servers, media report, noting AI data centers are becoming so complex that the server management chips Aspeed specializes in now are no longer enough. They will provide engineering samples of the new chip, the AST1840, in the 3rd quarter. $Lattice Semicon(LSCC.US) #Aspeed #semiconductors

Source: Dan Nystedt

Pegatron, a Taiwan electronics assembly giant, said its AI server business will grow 10-fold in 2026, in a strong 2nd half 2026, media report, citing its Co-CEOs, and adding its new US factory has finished preparations and will ramp up production. More factory space will open and fresh workers hired – as much as a 3-4x increase – to enable Pegatron to hit the 10x target. The execs said the CPU shortage is more severe than memory, but Pegatron isn’t concerned about any parts/materials shortages because it started prepping at end-2025. (Note: Pegatron was late to AI servers compared rivals) $AMD(AMD.US) $Super Micro Computer(SMCI.US) #Pegatron #Foxconn #Wistron #Quanta

Source: Dan Nystedt

US chip design giant Marvell raising its outlook on strong AI demand will benefit supplier TSMC, media report, noting Marvell forecast current quarter revenue at US$2.7 billion +/- 5%, above consensus, and full year revenue up 40% to near $11.5 billion, versus prior view $11B. And raised FY2028 revenue target to $16.5B. $Marvell Tech(MRVL.US) $Taiwan Semiconductor(TSM.US) #semiconductors $Advanced Semiconductor Engineering(ASX.US)

Source: Dan Nystedt

Rumor: Nvidia plans to invest NT$20 billion (US$620 million) for a stake in Taiwan ABF substrate supplier Kinsus Interconnect, media report. $NVIDIA(NVDA.US) #Kinsus

Source: Dan Nystedt

MediaTek and Qualcomm are major threats in custom ASIC chips because they can secure precious cutting-edge node and advanced packaging capacity, in addition to managing the complex supply chain, media report, adding the surge in new ASIC orders shows the capacity shortage will not end soon.

Big ASIC designers, Broadcom, Marvell, Alchip, GUC, tip ASIC revenue to double within 2-3 years, explosive growth. When high memory chip prices crushed smartphone volumes early this year, the silver lining was it opened capacity for MediaTek, Qualcomm to use for their ASIC businesses. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $Qualcomm(QCOM.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) #MediaTek #Alchip #GUC

Source: Dan Nystedt

Marvell QApr26

- Revenue up 9% q/q and 28% y/y to $2.418B at 58.9% non-GAAP GM; QJul guided up 12% q/q

- F27 (C26) revenue raised to $11.5B (40% y/y), up from $11B at QJan26 and $10B at QOct25

- Expects to hit $3B quarterly run-rate in Q3F27, one full quarter ahead of prior outlook; Q3 and Q4 each grow at least 10% q/q

- F28 (C27) revenue raised to $16.5B (45% y/y), $1.5B raise vs $15B at QJan26

Source: Sravan Kundojjala

Synopsys QApr26

- FY26 revenue guidance was raised by $55 million at the midpoint

- IP turns the corner after 3 straight quarters of decline

- Assumes no IP upside from Intel 18A/14A evals in FY26 guidance

- Expects muted IP growth for FY26, though sequential quarterly improvement is expected throughout H2

- China design start environment remains challenged by restrictions

- Analog, industrial, and automotive design starts remain fairly muted

Source: Sravan Kundojjala

Nvidia CEO Jensen Huang called Taiwan “the epicenter of the AI revolution” during his trip here, adding Nvidia will soon spend US$150 billion a year buying supplies from Taiwan, up from around $100 billion now and $10-$15 billion a few years ago. Key Quotes Below:

"Vera Rubin is the largest product launch, probably in the history of Taiwan. Each one of the Vera Rubin systems consists of almost 2 million parts, and it includes 150 different ecosystem partners here in Taiwan to build it."

“The second half of this year is going to be very, very busy with Grace Blackwell, Vera Rubin, and we have a surprise new product that we haven’t told anyone about yet.”

“Taiwan has grown significantly over the years…Many years ago we had 10 partners, and then five-years ago maybe 50 partners. Now we have 150 partners, and so it’s good that we celebrate our ecosystem.”

"Four years ago, five years ago, Nvidia was spending about $10, $15 billion dollars a year in Taiwan. Now we're spending $100, going to $150 billion dollars in Taiwan each year."-Reuters

"Taiwan is the epicenter of the AI revolution. This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created. The number of partners we work with here in Taiwan, incredible."-Reuters

Nvidia’s Blog and X feed are doing a great job updating his Taiwan trip whereabouts, meetings and more:

Blog:

Source: Dan Nystedt

ABF substrate supplier Kinsus Interconnect said order visibility now extends to 2029, media report, adding it finalized a 3-year capex plan at NT$23.5 billion (US$750M), including NT$8 billion this year, the majority for ABF substrate production, due to the strong AI trend. $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) #Kinsus #Unimicron #NanYaPCB #Ibiden #ShinkoElectric #Ajinomoto

Source: Dan Nystedt

Major Taiwan CCL manufacturers Elite Material and ITEQ said they will expand capacity amid soaring demand related to AI, with visibility extending to end-2028, media report, adding AI chips, 800G/1.6T network switches, LEO, and cloud infrastructure are all driving demand for the material used in circuit boards. Demand for high-end materials remains in short supply, and EMC noted high end boards used in AI servers have soared past 80-layers, driving demand for high-speed materials. ITEQ will double capacity for high-end products in 2026. CCL: Copper Clad Laminate

Source: Dan Nystedt