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: 迎戰AIPC換機潮 華碩全面部署六大電競新品與商用市場
ASUS (2357-TW) raised its 2026 server revenue growth target from 50% to over 100%, citing sustained capex expansion from large cloud customers and high order visibility, per co-CEO Hu Shu-bin. Alongside the AI server upgrade, ASUS unveiled six new ROG gaming products marking the brand's 20th anniversary and flagged strong traction for its ExpertBook Ultra commercial PC and education wins in Japan (now #2 market share) and France.
Why it matters: ASUS doubling its 2026 server revenue growth guidance from 50% to 100%+ on AI demand is a concrete, stock-moving guidance revision from a tracked name.
Original: 賣股票換鈔票、台積電、鴻海、強茂
TAIEX surged 656 points to a record 42,408 intraday on MSCI weight upgrade and Trump-Xi summit optimism, but reversed to close down 579 points at 41,172 on overextended margins and profit-taking, with OTC index plunging 3.6%. Analyst flags high-base AI supply-chain names (ABF substrates 8046, silicon wafers 6488, PCB, CoWoS) as vulnerable to near-term shakeout, while maintaining structurally bullish AI thesis with TSMC (2330) advanced nodes and CoWoS capacity fully booked; 2026/2027 earnings growth seen at 39%/20%.
Why it matters: Sector-wide market commentary with AI supply-chain roadmap and TAIEX technical view; names TSMC, Globalwafers and Nan Ya PCB as part of overheated AI basket but no specific stock-moving catalyst.
Original: 台股震盪不是空頭！鴻海聯手全球AI布局 主力正在偷偷換車
Hon Hai (2317) posted Q1 revenue of NT$2.12T with all three margins rising (GM 6.18%, OM 3.57%, NM 2.36%) and EPS of NT$3.56, driven by strong AI server shipments. It also announced a strategic tie-up with Africa's Amini and HPC vendor Bull to build localized sovereign AI data centers across the Global South, repositioning Hon Hai from contract manufacturer to AI infrastructure player. The piece also flags rotation from high-PE names into laggard memory and passive components as a TWSE backdrop.
Why it matters: Hon Hai delivered concrete Q1 earnings with margin expansion plus a named strategic AI-infrastructure partnership — stock-moving for 2317 and incrementally relevant to TSMC as AI server supply chain.
Open source articleOriginal: 〈技嘉法說〉積極擴產美台馬三地 預計全年伺服器產能翻倍
Gigabyte (2376-TW) guided on its Q1 call that 2026 server capacity will double YoY as new lines in the US, Taoyuan (Q3 completion) and Malaysia ramp to meet AI demand. The company has launched GB200 NVL72 and is ready on HGX B200 liquid-cooled platforms, with GB300 Blackwell-generation products entering market introduction; it also runs multi-platform AI servers with AMD MI300X/A and Intel Xeon+Gaudi 3.
Why it matters: Concrete capex/capacity guidance (server capacity doubling YoY across three countries) plus named AI product roadmap from a tracked TW name — clearly stock-moving for Gigabyte and supportive for AI server supply-chain peers.
Open source articleOriginal: 【量大強漲股整理】台股漲完這波血洗？真相曝光!選股方向大公開?!
TAIEX swung over 1,300 points before closing down 579 at 41,172 on T$1.31T turnover, as foreign investors flipped to net sellers (-NT$10.4B) amid Russia-Ukraine risk and profit-taking after a fresh record. TSMC (2330) lost early leadership while Hon Hai (2317) drew positive reaction to its GB200 AI server outlook; MediaTek (2454) and Delta (2308) consolidated, with money rotating into mid/small-cap passives and defense names. Analyst note flags Apple's self-developed 5G modem moving to TSMC 2nm with back-end testing at affiliate Xintec.
Why it matters: Daily market wrap with sector rotation commentary and a recycled Apple-TSMC 2nm modem note; no fresh stock-moving catalyst for the named tickers.
Open source articleOriginal: 〈技嘉法說〉Q1三率三升 EPS 7.86元創歷史新高 AI伺服器出貨量年增翻倍
Gigabyte (2376-TW) posted record Q1 net profit of NT$5.27B (+69% YoY) and EPS of NT$7.86, with all three margins expanding QoQ as AI server shipments doubled (+110% YoY). Server revenue now accounts for 71.5% of sales, dwarfing legacy GPU (16%) and motherboard (10%) lines; inventory rose to NT$43.6B on aggressive component stocking for strong order book.
Why it matters: Record quarterly earnings with AI server shipments doubling YoY is a clear stock-moving print for an AI server ODM in the tracked universe.
Open source articleOriginal: 龔明鑫：AI浪潮帶動資通訊、電子業齊發 今年經濟成長率可望超過7％
Taiwan Economic Minister Kung Ming-hsin told the TEEMA general assembly that 2026 GDP growth will exceed 7%, citing Q1 electronics exports up over 50% YoY and a 40%+ YoY rise in the first four months. ICT accounted for 74% of Taiwan's roughly NT$640B 2025 export value, with TEEMA members making up over 94% of that. Hon Hai chairman Liu Young-way (TEEMA chair) framed AI, HPC and cloud as the core driver, reinforcing a constructive macro backdrop for Taiwan tech exporters.
Why it matters: Macro/sector commentary from a government official with supportive export data for Taiwan ICT, but no company-specific catalyst beyond Hon Hai's chairman speaking in his TEEMA role.
Original: 宜鼎自結4月大賺逾3個股本年增45倍 單月EPS 31.41元
Taiwan memory module maker Apexis (5289) reported April net profit of NT$2.99B (+4,567% YoY) and EPS of NT$31.41 — a single month exceeding 3x its capital base and equal to 54% of Q1 profit. April revenue hit a record NT$6.67B (+583% YoY), driven by DRAM/NAND price hikes and low-cost inventory gains; chairman reiterates supply/demand imbalance measured in 'multiples' will persist into 2027, with NAND price rally just beginning.
Why it matters: Hard earnings print with extreme YoY beat and explicit bullish DRAM/NAND pricing commentary — directly read-through to Korean memory names (Samsung, SK Hynix) and TW memory peers.
Open source articleOriginal: 矽力*-KY今年看法更樂觀 ASIC VCORE年底量產
Silergy (6415-TW) raised its 2026 outlook at today's call, guiding Q2 revenue growth of ~20% YoY and full-year growth above 20%, with data center revenue mix lifted to 15-20% (vs. prior >10%). Q1 revenue hit NT$4.86B (+18.7% YoY) driven by data center sales up >90% YoY, and its VCORE power IC for AI ASICs has been designed in with mass production targeted by end-2026 and ramp in 2027. Q1 gross margin slipped to 48% on inventory write-downs and unfavorable mix, but management sees margins improving as data center/auto mix rises and price hikes pass through.
Why it matters: Earnings call with raised full-year guidance, lifted data center mix target, and a named AI ASIC VCORE design-win with concrete production timeline — directly stock-moving for Silergy and a positive read-through for analog/power IC peers.
Original: 〈信昌電新廠上樑〉總座：AI需求強勁 訂單能見度超過6個月 全年營收雙位數成長
Taiwanese passive component maker Chilisin (6173-TW) said AI demand is pushing order visibility beyond 6 months, with utilization at 85-90% full load and AI revenue mix expected to hit double-digit percentage this year. Management is building a new Liujia (Tainan) plant and cited NVIDIA's next-gen Vera Rubin platform requiring 3x the MLCC content of Blackwell, with high-voltage MLCC samples (1000V+, moving toward 1500V) already shipped to power supply customers.
Why it matters: Company-specific commentary on AI-driven order momentum and MLCC content gains for NVIDIA Vera Rubin, but 6173 is not in the tracked universe so read-through is supply-chain/sector color rather than a direct stock-moving event.
Kioxia
285A
¥67,100
-12.86%