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: 快買進台積電！外媒：「這一年」將正式進入「3兆美元俱樂部」、投報率高達47%
The Motley Fool argues TSMC (2330) can reach a $3T market cap as soon as 2028, implying ~47% upside, on 2nm/3nm ramps and AI/HPC chips now at 61% of revenue. Q1 revenue rose 41% YoY to $35.9B with gross margin up 7.4pp to 66.2%; Q2 guide midpoint is $39.6B (+38% YoY) and 66.5% GM, with Street modeling 2026/2027/2028 revenue of $163.5B/$207.1B/$253.3B.
Why it matters: Bullish sell-side/media thesis recapping known Q1 results and consensus revenue trajectory rather than a new stock-moving catalyst.
Original: 〈台股盤前要聞〉台積電勾勒AI藍圖 擴產火力全開、13金控4月海賺逾千億元
At its tech forum, TSMC said it is expanding capacity at twice its historical pace, with 18 fabs (including 5 advanced packaging sites) under construction or upgrade globally, and flagged COUPE as the next CoWoS-scale platform. Co-COO Y.P. Chang said AI demand will push 2026 global semi revenue past $1T — four years ahead of prior expectations. Separately, Hon Hai guided Q2 AI rack shipments up high-double-digit QoQ and full-year shipments to more than double, with CPO switches entering volume production in Q3.
Why it matters: Concrete TSMC capex/roadmap (18 fabs, doubled expansion pace, $1T market call) plus Hon Hai's AI rack guidance — both are direct stock-moving catalysts for tracked names and Korean HBM/memory supply chain.
Original: 群聯攜聯發科 搶進邊緣AI推論市場
Phison (8299-TW) and MediaTek (2454-TW) demoed a 20B-parameter LLM running on a single Dimensity 9500 device at MDDC 2026, using Phison's aiDAPTIV Hybrid UFS to offload MoE weights to UFS storage. The solution lets models that normally need 16GB+ DRAM run on 12GB DRAM, signaling edge-AI is shifting compute pressure from DRAM toward NAND/UFS controllers.
Why it matters: Technology showcase from a partnership announcement at a developer conference — meaningful for the edge-AI memory/UFS narrative and MediaTek's Dimensity roadmap, but no contract value, capex, or earnings impact disclosed.
Open source articleOriginal: 奇鋐看好今年營收及獲利逐季成長 針對散熱模組修改設計釋疑
Auras Technology (3017-TW) posted record Q1 net income of NT$7.92B (EPS NT$20.17) on revenue of NT$49.04B (+110% YoY), with server-related products at 66.4% of sales driven by GB200/GB300 ramp and initial Vera Rubin cold plate shipments. Management guided sequential growth through 2026 with H2 stronger than H1, and downplayed reports that Nvidia's Vera Rubin may drop gold-plated cold plates, noting the plating was outsourced and has minimal P&L impact.
Why it matters: Strong earnings print and AI liquid-cooling read-through, but Auras (3017) is outside the tracked TW universe so impact is indirect via supply-chain signal for AI server cooling demand.
Original: TrendForce：DRAM Q2合約價續強 壓縮手機產量
TrendForce sees Q2 2026 LPDDR4X mobile DRAM ASPs rising at least 70-75% QoQ and LPDDR5X up 78-83% QoQ, with Samsung pricing aggressively in one step while SK hynix raises gradually and finalizes only in late May. Sustained price hikes are forcing smartphone brands to cut 2026 production, miss LTA bit commitments signed late 2025, and downgrade memory specs (high-end shifting to 12GB from 16GB, mid-range back to 8GB, low-end to 4GB), though global average capacity still rises 10% YoY to 8.5GB.
Why it matters: Concrete Q2 contract price hikes of 70-83% QoQ for mobile DRAM with named pricing strategies from Samsung and SK hynix are directly stock-moving for the two Korean memory majors.
Open source articleOriginal: AI伺服器業務快速放大 榮惠-KY估對今年獲利貢獻倍數成長
PCB and AI server thermal/mechanical parts supplier Ronh Hui-KY (6924-TW) posted record Q1 2026 net profit of NT$46.6M (EPS NT$2.26, +70% YoY) with gross margin expanding 6.87ppt YoY to 26.47%, driven by strong AI server liquid-cooling module shipments. April revenue hit a record NT$206M (+54% YoY); management guides AI server profit contribution to grow several-fold in 2026, with new heat exchangers shipping H2 and Slovakia subsidiary registration starting in June. Not in the tracked TW/KR universe, but a useful read-through on AI server liquid-cooling demand.
Why it matters: Individual earnings beat for a non-universe Taiwanese AI server liquid-cooling supplier — useful supply-chain read-through on AI server thermal demand but no direct exposure to tracked tickers.
Open source articleOriginal: 〈鴻海法說〉AI機櫃出貨Q2高雙位數季增全年倍數成長 CPO交換機Q3量產
At its earnings call, Foxconn (2317-TW) guided Q2 AI rack shipments up a high double-digit percentage QoQ with full-year volumes more than doubling, and said 800G+ switches will double in 2026 while CPO switches enter mass production in Q3. CEO Chiang noted the top four North American CSPs have raised 2026 capex to a combined >$700B and signaled trillion-dollar scale by 2027, reinforcing structural AI demand across GPU and ASIC rack programs where Foxconn expects rising share in next-gen platforms.
Why it matters: Company-issued quantitative guidance on AI rack shipment growth, CPO switch ramp timing, and CSP capex scale at an official earnings call is directly stock-moving for Foxconn and its supply chain.
Original: 〈廣達法說〉首季EPS 5.5元創同期高 AI伺服器毛利率稀釋將趨緩 上修通用型伺服器展望
Quanta (2382) posted record Q1 EPS of NT$5.50 with net profit of NT$21.19B on revenue of NT$809.22B (+66.6% YoY). AI servers now make up 75% of server revenue (server share >80% of total), with GB300 racks shipping at >US$3M ASPs and order visibility extending into 2027; FY general-purpose server guidance was raised from flat to double-digit growth. Gross margin compressed to 4.78% (-3.14pp YoY) on AI mix dilution, but management expects dilution to ease in Q2 and is shifting select AI projects to consignment from buy-and-sell in H2.
Why it matters: Quanta Q1 earnings beat with raised FY guidance and 2027 AI server order visibility is a clear stock-moving print for the AI server supply chain.
Open source articleOriginal: 〈鴻海法說〉Q2營收向上全年強勁成長 營益率可望優於去年
Hon Hai (2317) at its earnings call guided Q2 revenue to significant QoQ and strong YoY growth, with full-year revenue maintaining strong growth and capex still up 30%+ YoY, driven by AI server and rack demand. Management said scaling AI business and higher in-house component ratio should push 2026 operating margin above last year's 3.2%, though PC products face memory supply tightness keeping YoY roughly flat.
Why it matters: Earnings call guidance from Hon Hai with explicit Q2 and full-year revenue/margin outlook, 30%+ capex growth, and a memory-tightness call-out directly relevant to AI server supply chain and Korean memory names.
Open source articleOriginal: 2Q26 行動 DRAM 合約價續強，壓縮智慧手機產量
TrendForce reports 2Q26 mobile DRAM contract prices continue to rise sharply, with LPDDR4X ASP up at least 70-75% QoQ and LPDDR5X up 78-83% QoQ. Samsung is pushing a one-shot steep hike while SK Hynix is taking a gradual approach with pricing not finalized until late May. Sustained cost pressure is forcing handset brands to cut spec configurations and likely miss 2025 LTA bit commitments, supporting memory maker margins but pressuring smartphone unit output.
Why it matters: Specific 2Q26 ASP guidance (LPDDR4X +70-75%, LPDDR5X +78-83% QoQ) with named differentiated strategies from Samsung and SK Hynix is directly stock-moving for Korean DRAM duopoly.
Open source articleKioxia
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