SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

HMS Networks Q2 sales rise 18% on semiconductor demand - Investing.com

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news.google.com 2026-07-14 Investing.com

Hanmi Semiconductor surges on AI chip demand, sets record sales and margin - CHOSUNBIZ - Chosunbiz

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news.google.com 2026-07-14 Chosunbiz

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

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digitimes.com 2026-07-14

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

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digitimes.com 2026-07-14

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves

Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

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digitimes.com 2026-07-14

As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.

Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion

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digitimes.com 2026-07-14

Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.

Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand

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digitimes.com 2026-07-14

Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers and 12-inch wafer carriers as advanced-node manufacturing accelerated. The Taiwan-based supplier said momentum should remain strong in the second half of 2026, keeping full-year results on pace to challenge another high.

Smartphone sales fall by 11 percent due to global chip shortage - marketscreener.com

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news.google.com 2026-07-14 marketscreener.com

TSMC Sales Jump 36% as Memory Stocks Plunge. What It Means for NVIDIA and AMD - 24/7 Wall St.

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news.google.com 2026-07-14 24/7 Wall St.

TSMC Sales Jump 36% as Memory Stocks Plunge. What It Means for NVIDIA and AMD - Yahoo Finance

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news.google.com 2026-07-14 Yahoo Finance

TSMC Sets All-Time Revenue Record: AI Demand Has Rewritten Its Calendar - Tech Times

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news.google.com 2026-07-14 Tech Times