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

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial share earmarked for the US. Although Singapore tried to attract a TSMC fab, the chipmaker ultimately chose not to commit. Vanguard International Semiconductor Corporation (VIS), however, has received strong backing from TSMC for VisionPower Semiconductor Manufactu

Merck ramps up AI semiconductor materials push as Level Up nears completion

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digitimes.com 2026-07-20

AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated technologies, equipment, services, and system solutions. Merck said that as chip manufacturing advances from 2nm toward 1.4nm, the industry is moving closer to atomic-scale production, where competition will hinge on the broader ecosystem spanning materials, proce

TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west

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digitimes.com 2026-07-20

TSMC's ability to attract talent extends beyond Taiwan to the US, as its additional US$100 billion investment in Arizona for advanced manufacturing facilities is expected to further expand the state's semiconductor cluster and reshape domestic workforce migration, with local estimates suggesting that around 100,000 people are relocating to Arizona each year.

Blocking Valves Market to Reach New Heights by 2035, Driven by Semiconductor Fab Expansion - IndexBox

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www.indexbox.io 2026-07-20 IndexBox

Cathie Wood sells $11.7 million of tumbling semiconductor stock - thestreet.com

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www.thestreet.com 2026-07-20 thestreet.com

Taiwan Semiconductor Manufacturing: Is the Stock a Buy as Revenue Continues to Soar? - AOL.com

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www.aol.com 2026-07-20 AOL.com

3 Semiconductor Stocks for the AI Pullback - simplywall.st

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simplywall.st 2026-07-20 simplywall.st