Global semi news — Korea, China, Taiwan, the US, and Japan. Government policy, export controls, capex moves, supply-chain shifts, and macro events. AI-classified and tagged with affected tickers. All headlines link back to the originating publisher.
Original: 輝達員工大會、金融雙雄法說、主計處估今年GDP衝上9.64% 本周大事回顧
Taiwan's stats bureau lifted 2026 GDP forecast to 9.64% (16-year high) on AI export strength, while Nvidia's Jensen Huang told a Taiwan town hall that annual local spend will scale ~10x toward $150B. Fubon Life posted Q1 Taiwan-equity returns of 40.18% and Cathay Life's unrealized equity gains topped NT$270B (~$8.3B), pointing to record FY profits; Quanta's Barry Lam reiterated very strong AI server demand into 2030.
Why it matters: Weekly recap bundling macro upgrade, Nvidia Taiwan capex pledge, financial-holdings earnings and Quanta AI server commentary — directionally supportive for AI supply chain but no single discrete stock-moving catalyst.
Original: 打破宿敵藩籬，黃仁勳：與英特爾是很棒的合作夥伴
NVIDIA CEO Jensen Huang publicly endorsed partnerships with Intel (AI PC, data center) and Marvell (custom silicon around NVLink/Spectrum-X), signaling deeper cross-ecosystem collaboration rather than rivalry. He guided to near-100% revenue growth this year with a similar pace next year, warning that ABF substrate and memory supply 'will never be resolved' given demand — implying sustained tightness for TSMC and the HBM supply chain through 2027.
Why it matters: CEO-level guidance of ~100% growth repeating next year plus explicit ABF/HBM supply tightness commentary is a direct read-through to TSMC capacity and Korean HBM suppliers.
Original: 迎接 Vera Rubin，黃仁勳：在台 AI 超級電腦產能倍增
Nvidia CEO Jensen Huang said the company will double its AI supercomputer production capacity in Taiwan this year to prepare for the next-gen Vera Rubin architecture, with each MGX rack containing 1.3M parts, weighing 2 tons, and involving 150 ecosystem partners. Huang highlighted Taiwan backplane suppliers including Delta Electronics (2308), Hon Hai (2317), and TSMC (2330), noting some partners have grown 3-10x in recent years as AI shifts from product to national infrastructure.
Why it matters: Nvidia officially committing to double Taiwan AI server capacity for Vera Rubin is a concrete capex/volume signal that directly benefits named MGX backplane suppliers including TSMC, Hon Hai, and Delta Electronics.
Open source articleOriginal: 財務長親揭聯電三大成長動能：報價重塑、卡位先進封裝，2027 迎英特爾 12 奈米量產收割期
UMC CFO Liu Chi-tung said the foundry will pursue selective price hikes on new orders and new capacity in 2H, citing raw material costs and Singapore expansion, while honoring existing long-term contracts. Singapore P4 fab will lift 22/28nm capacity from 12-13K to 18K wpm and may host silicon photonics and advanced packaging; silicon interposer capacity already doubled to 6K wpm, and Intel 12nm Arizona production ramps in 2H 2027.
Why it matters: Concrete pricing strategy shift, named capacity expansion numbers, and a 2027 Intel 12nm ramp timeline make this a clear catalyst for UMC and a read-across for foundry peers.
Open source articleOriginal: 曾安撫張忠謀、斡旋台積電世紀和解！「喬王」陳立武掌舵 400 天，英特爾上演 5 千億美元絕地大反攻
Intel shares have surged 5.5x to $119.84 since CEO Lip-Bu Tan took over in March 2025, lifting market cap by roughly $489B to $602B on 18A volume production, a Nvidia DGX Rubin CPU win, a Musk partnership, a multi-billion-dollar advanced packaging order (reportedly Google's next-gen TPU), and an Apple foundry deal disclosed May 8. The aggressive foundry comeback is a direct competitive threat to TSMC's leading-edge dominance and reshapes the customer landscape for Samsung Foundry and the broader HBM/advanced packaging supply chain.
Why it matters: Intel's foundry resurgence with named Apple, Nvidia, and likely Google TPU wins is a material competitive event for TSMC and Samsung's leading-edge foundry and HBM/advanced packaging ecosystem.
Original: 台股爆天量1.81兆元 外資買超803億元 最狂五月共買超2360億元
Taiwan's TAIEX surged on broad AI-led buying to 44,732.94, with record turnover of NT$1.81T (~US$56B) and foreign investors net buying NT$80.3B (~US$2.5B), the fourth-largest single-day inflow ever. Foreigners loaded up on Innolux, Hon Hai (2317), Compal, AUO and reversed to net-buy TSMC (2330) by 13,200 lots; May cumulative foreign net buying reached NT$236B as MSCI rebalancing took effect.
Why it matters: Market-wide flow and index data with MSCI rebalancing context; relevant for TW tape and TSMC/Hon Hai sentiment but not a specific stock-moving catalyst.
Open source articleOriginal: 台灣今年GDP估將衝上9.64%創16年高 主計總處：AI出口超預期
Taiwan's DGBAS lifted 2026 GDP growth to 9.64% (+1.93pp vs Feb), the highest since the 2008 crisis, citing AI exports running far above expectations. Goods exports are now seen at US$894.5B (+39.77% YoY) as CSP capex drives demand for AI chips, servers and HBM/substrates, prompting domestic semis, OSAT, memory and equipment suppliers to accelerate capacity expansion.
Why it matters: Official macro upgrade directly attributing record growth to AI semiconductor exports and naming foundry, OSAT, memory, substrate and equipment supply chains as beneficiaries — a tape-moving read-through for TW/KR AI semis.
Original: 〈研華股東會〉董事會換血組新隊形 華碩入列 邁向長期成長新階段
Advantech (2395-TW) elected a new board at its AGM, with Asus securing one seat as a corporate director and former Nvidia Taiwan GM Lisa Chiu joining as independent director. The industrial PC leader also unveiled a 5-year strategy including a new Worldwide Business Operations HQ, Cross-Docking logistics with autonomous AI operations, and a CXO leadership model (CEO/CFO/COO) to be launched by year-end.
Why it matters: Governance reshuffle and 5-year strategy update with potential Asus AI collaboration angle, but no immediate earnings, capex or contract numbers to move the stock.
Open source articleOriginal: 〈聯發科展望〉陳冠州：與輝達緊密合作 在車用SoC領域沒有對手
MediaTek COO Chen Kuan-chou said at a pre-COMPUTEX briefing that its NVIDIA partnership now spans multiple fronts, with its CUDA-compatible automotive SoC platform facing virtually no competitors. CFO Ku Ta-wei ruled out equity-tie discussions for now, flagged ~$1B in compute revenue, and said TSMC Arizona 4nm/3nm tape-outs will be driven by customer demand; AI glasses products are targeted by end-2027.
Why it matters: Strategic roadmap and partnership commentary from MediaTek management — directionally important for NVIDIA/TSMC supply chain but lacks a specific stock-moving catalyst like a contract or guidance change.
Open source articleOriginal: 【量大強漲股整理】COMPUTEX 展前大洗盤！主力偷偷鎖碼「它」!
Taiex jumped 1,096.50 points (+2.5%) to a record 44,732.94 on NT$1.82T turnover, with foreign investors net buying NT$80.4B as US-Iran ceasefire progress and softer PCE data lifted risk appetite. TSMC (2330) rose 2.61%, Hon Hai (2317) hit limit-up, and AI server plays Quanta (2382), Wistron (3231), Inventec (2356) and Wiwynn (6669) all surged into Computex (6/2-6/5) and Nvidia GTC (6/1-6/4); Nanya Tech (memory) jumped 7.1% on HBM-linked demand.
Why it matters: Broad market wrap with sector rotation into AI server/memory names ahead of Computex — moves the tape but is daily market commentary rather than a single stock-specific catalyst.
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