Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing.

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Samsung labor dispute rattles global supply chain

Samsung Electronics’ escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company’s ecosystem. Suppliers, industry groups, and clients are now assessing contingency measures as mediation resumes, with potentially wide-ranging implications for production schedules, procurement stability, investor confidence, and the wider technology hardware market at large.

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VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026

VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported that orders for the second quarter of 2026 were fully booked, that April 2026 consolidated revenue topped NT$300 million (US$9.7 million), and that cumulative revenue for January through April 2026 rose more than 20% year on year, as AI-related products offset declines in the PC business.

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Fitipower eyes 2Q26 growth on OLED DDI ramp

Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI maker plans to raise prices on selected items as it prepares for further growth in the second quarter of 2026. The company is expanding across applications, products, and regions while developing new offerings to strengthen competitiveness amid global market uncertainty.

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