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: CoWoS、EUV需求停不下！設備材料「黃金時代」來臨
Foreign brokers flag a long-cycle upgrade for semi equipment and specialty materials driven by CoWoS advanced packaging, HBM, fab localization and EUV adoption. Named TW beneficiaries include Kinik (1560, diamond pads), GlobalWafers (6488, silicon wafers — upgraded to Buy on long-term contract price stability) and Topco Scientific (4749, EUV photoresist and advanced packaging chemicals).
Why it matters: Sector thesis piece naming TW supply-chain beneficiaries of CoWoS/EUV/HBM capex with a brokerage Buy upgrade on GlobalWafers, but no fresh hard catalyst — and the article doubles as promo for an analyst app.
Original: 伺服器強勁需求帶動 華碩Q2營運可望走強
Analysts expect Asus (2357-TW) to deliver double-digit YoY revenue growth in Q2, driven by deferred server orders shipping and rising AI edge inference demand. The new server unit should lift both sales and profit sequentially, with AI servers projected to reach 80% of server revenue this year as US hyperscaler capex and Nvidia's next-gen GPU launch in H2 boost data center spending.
Why it matters: Asus (2357-TW) is not in the tracked universe; story is a sell-side Q2 preview with sector read-through to AI server supply chain rather than a stock-moving event for tracked names.
Open source articleOriginal: 力士訂單看至年底 今年電源供應器業績顯增
Taiwan's Lits (4923) says order visibility now extends to year-end as foundry partner Vanguard (5347) ramps capacity, with deferred 1H orders shipping from June. New notebook OEM and two Japanese game-console wins should drive 20-30% growth in its power supply unit business this year, with additional small-signal transfer orders coming from the Nexperia ownership dispute.
Why it matters: Supply-chain/order-visibility story for a small Taiwan component maker; positive for Vanguard as foundry partner but not a major stock-moving catalyst.
Open source articleOriginal: 供應商搶單遭重罰 1.5 億元！台積電 2 奈米案立下新準則：不只要防盜，更要防「偷別人」
Taiwan's IP court sentenced the TSMC 2nm trade-secret leak ringleader (a former TSMC engineer at Tokyo Electron) to 10 years under the National Security Act, with three current TSMC engineers getting 2–6 years and TEL fined NT$150M (~US$4.6M) as a corporate entity. Prosecutors frame it as a paradigm shift: equipment vendors and suppliers now bear active liability for not 'stealing others' secrets,' raising compliance risk across the semi equipment supply chain courting TSMC orders.
Why it matters: Legal/compliance precedent affecting TSMC's equipment supplier ecosystem and IP protection regime, not a direct earnings or capex catalyst for the named ticker.
Original: 黃仁勳：Vera Rubin 量產，台灣供應鏈下半年會很忙碌
Nvidia CEO Jensen Huang said Grace Blackwell is in full production and Vera Rubin is ramping into mass production simultaneously, signaling a very busy second half for the Taiwan supply chain. He dismissed CoWoS shortage concerns, citing TSMC's full support across both Blackwell and Vera Rubin (which use different CoWoS variants), and highlighted joint TSMC-Nvidia development of COUPE silicon photonics packaging.
Why it matters: Nvidia CEO confirming simultaneous Blackwell/Vera Rubin mass production plus TSMC CoWoS adequacy and COUPE photonics partnership is a direct demand signal for TSMC and the Taiwan AI supply chain.
Original: AI算力引爆ABF載板「超級大缺貨」！材料龍頭開漲，台廠搶下超額紅利
Ajinomoto has begun raising ABF film prices and Taiwan substrate makers are passing costs through fully, with global ABF prices forecast to rise 15-20% in 2026 and 20%+ in 2027 as the 2030 supply-demand gap widens to 22.3% from 14.6%. Unimicron (3037), Nan Ya PCB (8046), Zhen Ding (4958) and Kinsus (3189) are flagged as beneficiaries, with Nan Ya PCB leveraging high-end networking upgrades and active pricing for strong margin expansion.
Why it matters: Named beneficiary call with specific pricing forecasts (ABF +15-20% in 2026, +20% in 2027) and capacity expansion details for Nan Ya PCB and peers — stock-moving for the substrate group.
Original: 正確時機再出手，美國貿易代表：不急著現在課半導體關稅
US Trade Representative Jamieson Greer said at a Micron memory fab expansion event that while Section 232 semiconductor tariffs remain on the table, Washington will not impose them immediately and will allow chip imports during the reshoring buildout to avoid raising hardware costs before domestic capacity is in place. The remarks ease near-term tariff risk for Taiwanese foundries and Korean memory makers exporting into the US, though Trump's rhetoric singling out Taiwan keeps the medium-term overhang intact.
Why it matters: Sector-wide policy signal easing near-term tariff risk for TW foundries and KR memory exporters, but no specific company action or quantified measure.
Original: AMD蘇姿丰來台固樁、中工變天、三星罷工暫緩 本周大事回顧
AMD CEO Lisa Su confirmed >$10B of investment with Taiwan partners across advanced packaging, substrates, testing and rack-level integration to support AI demand. Samsung Electronics' union suspended its planned 18-day strike after reaching a preliminary wage deal, while Nanya Tech guided memory undersupply through end-2027 with capex above NT$52B (~US$1.6B); April Taiwan export orders hit US$87.45B, +48.1% YoY.
Why it matters: Weekly recap touching multiple sector-relevant items (AMD-Taiwan capex, Samsung strike pause, memory tightness) but no single stock-moving catalyst for tracked names; supply-chain/sector color rather than fresh hard news.
Open source articleOriginal: 〈熱門股〉輝達財報報喜、AMD加持 英業達周漲逾1成股價寫近2年高
Inventec (2356-TW) surged 13.98% this week, hitting limit-up Friday at NT$59.8 — a near 2-year high — after Nvidia's Q1 revenue of $81.62B (+85% YoY) beat estimates and AMD CEO Lisa Su pledged over $10B to invest in Taiwan's supply chain. As an AMD ODM partner building systems on the Helios platform, Inventec expects server revenue to grow 30% YoY in 2026 and exceed half of total sales. Foreign and local institutions net-bought 45,000 lots over two sessions.
Why it matters: Named AMD ODM beneficiary of a $10B Taiwan capex pledge plus Nvidia earnings tailwind, with a concrete 14% weekly move and 30% server revenue growth guidance.
Original: 陳立武接掌英特爾一年：18A 良率回升、蘋果特斯拉傳合作，「新英特爾」輪廓漸現
Intel CEO Lip-Bu Tan told CNBC that 18A yields are improving 7-8% per month, Q1 foundry revenue rose 16% to $5.4B, and data center revenue grew 22% to $5.1B. WSJ reports a preliminary Apple foundry deal, while Tesla is committing to Intel's 14A node for EV, robotics and SpaceX chips — Tan expects 14A to compete directly with TSMC, a clear threat to TSMC's leading-edge monopoly.
Why it matters: Named Apple/Tesla foundry wins plus concrete 18A yield improvement and a stated 14A vs TSMC competitive threat is a direct stock-moving signal for TSMC.
Kioxia
285A
¥67,100
-12.86%