Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion

Taiwan’s stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions from May 7 through May 20 after its market value surged past NT$5 trillion (approx. US$165 billion) on strong demand for its custom AI chips. The Financial Supervisory Commission said it would review the rules that triggered the move.

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Chinese semiconductor equipment makers deepen SEA OSAT presence

Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia’s OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers amid global supply chain restructuring and southbound shifts. Both companies said surging AI demand and fast growth in power electronics are setting up a new upcycle for test and packaging equipment.

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Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26

Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully developed its next-generation 1.6T octal small form-factor pluggable (OSFP) optical transceiver module. The product targets hyperscale cloud data centers and is expected to enter mass production in the fourth quarter of 2026.

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Global chip sales surge in 1Q26, signaling supply and investment shifts

Global semiconductor sales reached US$298.5 billion in the first quarter of 2026, the Semiconductor Industry Association (SIA) reported, underscoring robust worldwide demand with possible implications for technology supply chains, pricing, and production investment. The results come as markets eye a potential US$1 trillion year, driven by broad regional growth across Asia Pacific, the Americas, and China.

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