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: 陳立白：威剛以 500 億元庫存為目標，全年營收挑戰 1,200 億元
ADATA chairman Chen Li-pai guided Q2 revenue up NT$9-10B QoQ to ~NT$36B (~$1.1B), with H1 at ~NT$62B and full-year 2026 potentially doubling YoY to NT$120B (~$3.7B). He flagged that all three DRAM makers' 2026 capacity is essentially sold out, customers are negotiating 2027 allocations and 3-5 year LTAs, and NAND price gains over the next three months could outpace DRAM — ADATA is building inventory from NT$40B to NT$50B by end-Q3 to ride the upcycle.
Why it matters: Direct read-through for memory makers: a major module house confirms 2026 DRAM capacity sold out, 2027/LTA talks underway, and NAND price acceleration — bullish data point for Samsung and SK Hynix.
Original: SEMICON Taiwan開跑 今年攤位衝4300個再創歷史新高
SEMI announced SEMICON Taiwan 2026 will host over 1,300 exhibitors across a record 4,300 booths from Sept 2-4, with new dedicated zones for quantum tech, smart fab, and chiplets. SEMI also reaffirmed 2025 global semi equipment sales of $135.1B (+15% YoY) and projects $145.0B in 2026, driven by AI, HPC, advanced logic, memory and advanced packaging demand.
Why it matters: Industry event preview with reaffirmed SEMI equipment market forecast ($135.1B 2025, $145.0B 2026) — sector data point rather than a stock-specific catalyst.
Open source articleOriginal: 北美 CSP 大舉購置 NVIDIA GB / Rubin 整櫃式方案，2026 年 AI 推論算力將躍升 1.2 倍
TrendForce projects Google, Amazon, Microsoft, Meta, and Oracle will spend over $770B in 2026 capex (+87% YoY), absorbing 60%+ of NVIDIA GB/VR rack-scale shipments and lifting combined AI inference compute ~122% and training compute 56%+. AI server shipments are forecast +28% YoY with GB300/VR200 liquid-cooled racks driving structural power demand to 18GW by 2026, while Google TPU demand rises ~80% and Amazon Trainium reaches 40%+ of its in-house AI servers.
Why it matters: Sector-wide TrendForce data point on hyperscaler capex and AI compute mix — bullish read-through for HBM, advanced-node foundry, and AI-server ODMs but no specific contract or earnings catalyst.
Original: 〈台股盤後〉520慶祝行情落空跌154點 靠聯發科硬撐險守4萬大關
The TAIEX fell 154.74 points (-0.39%) to 40,020.82 on May 20, narrowly defending the 40,000 level as TSMC (2330) dropped 0.91% to NT$2,185 and Hon Hai (2317) fell 2.04%, with turnover shrinking to NT$978.9B. MediaTek (2454) bucked the trend up 2%, while passive component names and semiconductor distributors WPG (3702) and WT Microelectronics surged on foreign broker target hikes; shippers Evergreen (2603) also rallied 8%.
Why it matters: Daily market wrap covering index moves and notable movers — useful sector/tape color but no single stock-moving catalyst for our tracked names beyond TSMC/Hon Hai/MediaTek price action.
Open source articleOriginal: 【台股操盤人筆記】市場過熱後的冷卻期，關鍵留意七月
Nomura SITE flags Taiwan market overheating after April's rally, with margin financing growth now outpacing index gains — a classic consolidation signal. Key catalyst is TSMC's initial 2027 advanced-node capacity allocation expected late June-July, which will reset visibility for CSPs and chip leaders; AI supply-chain bottlenecks in CoWoS, T-Glass and HBM remain tight into 2027. PMs advised to avoid chasing highs and accumulate leading suppliers on the next quarter's pullback.
Why it matters: Sector-level house view on Taiwan AI supply chain with a roadmap catalyst (TSMC 2027 capacity allocation) but no stock-specific event or numbers tied to named tickers.
Original: 〈威剛展望〉NAND未來三個月漲勢更勝DRAM 營運將季季好
ADATA chair Chen Li-bai says memory prices will keep rising, with NAND outpacing DRAM over the next three months and supply staying tight through 2026-2027 as top-3 DRAM makers have sold out 2026 output and are now negotiating 3-5 year contracts for 2027+. He dismisses concerns over China memory expansion, arguing Chinese share is under 5-10% of global supply and meaningful capacity additions won't hit until 2028, which is bullish read-through for Samsung, SK Hynix and Micron pricing power.
Why it matters: Top-3 DRAM makers' 2026 output reportedly sold out with 3-5 year contracts being negotiated is a concrete, stock-moving data point directly bullish for Samsung and SK Hynix pricing.
Open source articleOriginal: 〈威剛展望〉三星明起罷工 陳立白：DRAM、NAND恐掀新一波漲價
ADATA chairman Chen Li-pai warns Samsung's strike starting May 21 could trigger another leg up in DRAM and NAND prices given Samsung's leadership in both, though full-year supply impact stays limited unless the walkout drags on. Memory is already tight with top-3 DRAM makers sold out for 2026 and now negotiating 2027 capacity; ADATA says its supply contracts are locked in.
Why it matters: Named threat of a Samsung strike triggering DRAM/NAND price hikes in an already tight market is a direct stock-moving catalyst for Samsung and memory peers.
Open source articleOriginal: 陳立白：三星罷工推升記憶體價格，但威剛營運一季比一季好
ADATA chairman Chen Li-Pai says the Samsung strike will tighten already sold-out DRAM/NAND capacity through 2026 and likely trigger a price rally, with NAND moving fastest over the next three months. He dismissed concerns about China supply pressuring 2027 prices (China share <10%, some <5%) and guided ADATA's 2026 results to improve quarter-on-quarter, with Q2 notably above Q1.
Why it matters: Sector-level supply/price commentary from a major module maker with read-through to DRAM/NAND incumbents, but no specific contract or capex catalyst for tracked names.
Open source articleOriginal: 〈光寶科股東會〉看好下半年更優於上半年 矽光子收發模組2027年Q1迎成果
Lite-On (2301-TW) guided H2 2026 modestly above prior expectations on product mix optimization, with AI-related revenue already over 20% of sales and tracking toward ~30% by year-end. Management said silicon photonics transceiver modules — leveraging its optocoupler heritage — should yield initial results in Q1 2027, while a key customer will start ramping 800V power architecture in Q4 2026 ahead of a new 800V product launch in Q1 2027.
Why it matters: Shareholder-meeting commentary on Lite-On's roadmap (silicon photonics, 800V power, AI mix) is supply-chain relevant but Lite-On itself is outside the tracked universe and no listed peers are directly implicated.
Open source articleOriginal: 〈光寶科股東會〉定調2026年為Year One 董事長宋明峰親揭AI新策略
Lite-On Technology (2301-TW) chairman Sung Ming-feng told the AGM that AI-related revenue has surpassed 20% of sales and declared 2026 a strategic reset focused on AI data center power modules, system-level power management and liquid cooling. The company is expanding manufacturing flexibility across Taiwan, US and Vietnam, and will showcase 800V-to-6V power architectures with NVIDIA and Infineon at Computex on June 2.
Why it matters: Strategy update and AI revenue mix disclosure from a power-supply player not in the tracked universe; relevant as a data-center power supply-chain read-through but no direct stock-moving event for tracked names.
Open source articleKioxia
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