AI Gossip

SMIC 1Q26

Source: Sravan Kundojjala

AMAT QApr 26

Source: Sravan Kundojjala

AI server giant Quanta Computer said AI server shipments this year remain on pace for triple-digit percent growth, while it raised guidance for general purpose server growth to double digit % from flat previously, media report, adding visibility for the AI server business remains high out to 2028.

Source: Dan Nystedt

Taiwan’s 2026 semiconductor industry revenue is expected hit NT$8.45 trillion (US$270.7 billion), up 29.5% year-on-year, the TSIA reports, led by 34.5% growth in chip manufacturing. In the 1st quarter, revenue rose 29.4% to US$61.7 billion (NT$1.926T). Chip manufacturing grew 37.9% to $42.8 billion. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors #semiconductor

Source: Dan Nystedt

Amazon bought over 557,000 shares of Taiwan chip designer Alchip Technologies for NT$2.36 billion (US$73 million) in a private placement at a 12% discount to the open market price, media report, noting the purchase raises Amazon’s stake in its chip design partner to 1% in all. $Amazon(AMZN.US) #Alchip #semiconductors

Source: Dan Nystedt

The US has approved Nvidia H200 chip sales to 10 China firms including cloud giants Alibaba, ByteDance, Tencent, with Lenovo and Taiwan’s Foxconn winning rights as H200 distributors in China, Reuters reports, but no deliveries have been made as Beijing seeks to ban or tightly control such sales. Under US licensing terms, each firm can buy as many as 75,000 chips. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Intel(INTC.US) $Alibaba(BABA.US) $Tencent(TCEHY.US) #bytedance #semiconductors #China

Source: Dan Nystedt

TSMC’s rumored return to Longtan in north Taiwan to build advanced packaging plants prompted state-run Taipower to say it is reviewing all ways it can support the move, including refurbishing the nearby Datan Power Plant or adding new capacity there. Taipower GM Kuo said his firm understands the power needs of AI data centers and semiconductor giants like TSMC, and that power supplies remain secure through 2030 based on its current plans. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors

Source: Dan Nystedt

Source: Chips & Wafers

Nvidia sweatshop? AI servers are proving to be a double-edged sword for Taiwan ODMs like Foxconn, Quanta, and Wistron. Industry reports highlight a growing paradox: the more full-rack orders these manufacturers take, the more their gross margins shrink. Driven by exorbitant GPU prices and volatile memory/material costs, ODMs must purchase components in bulk and "pass them through" to clients with negligible markup, earning only a flat processing fee. While total revenue appears massive, profit is diluted by these extreme component costs and financing such expensive inventory. To escape this trap, ODMs are pivoting toward proprietary liquid cooling and custom rack architectures, seeking to provide high-value engineering rather than just simple assembly. $NVIDIA(NVDA.US) #Foxconn #Quanta #Wistron #semiconductors #AIservers

Source: Dan Nystedt

Will Nvidia H200 chip exports to China be discussed at the Trump-Xi meeting? Taiwan media ask, noting Nvidia CEO Jensen Huang joined the US delegation for the meetings in Beijing. Insiders claim President Trump personally called Jensen Huang to invite him after media reports noted his absence from the group. $NVIDIA(NVDA.US) $AMD(AMD.US) #semiconductors #semiconductor

Source: Dan Nystedt

Rumor: Foxconn has started shipping all-optical CPO (Co-Packaged Optics) switch racks to Nvidia ahead of schedule, and shipment forecasts have quintupled to 50,000 units from 10,000 for 2026-2027, media report, adding CPO products command double-digit gross margins and high prices (ASPs), so are expected to account for over 15% of revenue at Foxconn subsidiary Foxconn Industrial Internet (FII). Sources claim supply from FII’s Vietnam plant is so tight even demonstration units were diverted to Nvidia, leaving nothing to show at Computex (early June). $NVIDIA(NVDA.US) #Foxconn #CPO #SiPho #semiconductors #networking

Source: Dan Nystedt

Ibiden with significant revisions to FY26 substrate sales forecast relative to original October disclosure:

Source: Chips & Wafers

TSMC can look forward to expanding in Tainan, south Taiwan for years to come after the mayor announced the addition of 375.22-hectares to the Southern Taiwan Science Park, media report, in areas near the original park already home to key TSMC fabs. Work on roads, parking lots and other physical infrastructure is already beginning, he said. TSMC has already revealed plans for a new multi-billion dollar fab on a 15.46-hectare plot in Block A of the site, targeted for completion by 2028. $TSMC $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors #semiconductor

Source: Dan Nystedt

TSMC’s advanced manufacturing processes and CoWoS advanced packaging are completely full, a ‘sweet problem’ causing real trouble for the chip giant as reports grow of clients turning to Intel or Samsung because they cannot get enough TSMC capacity, media report. News of Intel winning TSMC orders sent TSMC shares tumbling NT$55 Monday to close at NT$2,235, while over NT$1 trillion in TSMC’s market cap has evaporated since reports surfaced of Apple, other clients talking with Intel. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $HXSCL #semiconductors #semiconductor

Source: Dan Nystedt

Texas Instruments plans to raise prices for power management chips (PMICs), MOSFETS and industrial chips 5%-15%, its 2nd price hike this year, media report, adding Taiwan analog chip makers stand to benefit not only by also raising prices, but also new orders as European and American firms continue to shift supply chains away from China-made components. $Texas Instruments(TXN.US) #Silergy #Fitipower #GMMT #Anpec #semiconductors

Source: Dan Nystedt

Rumor: Powertech, Taiwan’s 2nd biggest chip packaging firm, bought a factory site from Bridgestone (Taiwan) for NT$5.72 billion (US$180 million) to expand capacity for FOPLP (Fan-out Panel-Level-Packaging) advanced packaging, media report, noting Powertech has denied the rumor. Bridgestone is closing its Taiwan operations, prompting speculation on a buyer, due to heavy demand by chip makers to acquire factories and land for expansion. Powertech bought 1 plant last year and another the year before, while a subsidiary, TeraPower, also bought one. #Powertech #Bridgestone $5108TO $6239TW #semiconductors #semiconductor

Source: Dan Nystedt

Taiwan IC Exports to Hong Kong:

来源: Chips & Wafers

Updated through April '26

Source: Chips & Wafers

$Advanced Semiconductor Engineering(ASX.US) ATM April Revenue:

Source: Chips & Wafers

KYEC April Revenue:

来源: Chips & Wafers

Winway April Revenue:

Source: Chips & Wafers

$Taiwan Semiconductor(TSM.US) April Revenue

来源: Chips & Wafers

Taiwan’s supply of LNG (liquified natural gas) is now secure through September, media report, citing the economics ministry. Ever since the Middle East conflict began Feb. 28, Taiwan has scrambled to secure lasting supplies. Qatar was a major LNG supplier to Taiwan before shipments were impacted by the conflict. There have been no major power disruptions in Taiwan since it began. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) #Foxconn #Quanta #Wistron #semiconductors #AIservers

Source: Dan Nystedt

TSMC is building a Silicon Photonics empire, aggressively pursuing Co-Packaged Optics (CPO) opportunities with subsidiaries Xintec and VisEra, as well as other supply chain partners in packaging, testing, and optical components, media report, citing unnamed supply chain sources. TSMC is expected to talk up its SiPho plans, including its COUPE platform May 14 (Thursday) at its Technology Symposium in Hsinchu, Taiwan. $Taiwan Semiconductor(TSM.US) #SiPho #CPO #semiconductors

Source: Dan Nystedt

Rumor: TSMC will partner with Innolux on FOPLP (Fan-out Panel-Level-Packaging) advanced packaging for AI chips, media report. TSMC will work with Innolux at its Longtan plant, aiming to use FOPLP on future AI and HPC chips. Innolux is already said to be working with SpaceX on FOPLP, and its annual report says monthly FOPLP output has already 10x’ed to 40 million units, at high yield. Capacity is full. $Taiwan Semiconductor(TSM.US) #Innolux $3481TW $2303TW #semiconductors #semiconductor #FOPLP

Source: Dan Nystedt