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

Interview: From six weeks to two minutes: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan

0.92

digitimes.com 2026-07-17

The global tech landscape is currently dominated by two massive tides: the race for semiconductor supremacy and the long-promised dawn of the quantum era. While quantum technology is often associated with the distant goal of large-scale computing, a German startup is proving that quantum's most immediate impact may actually be in saving inspection time for the global semiconductor industry that po

Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US

0.92

digitimes.com 2026-07-17

Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona, had been completed and officially opened after about US$8 million in investment. The move was designed to support a core customer's global production expansion and meet rising demand for advanced semiconductor facility systems in North America.

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

0.92

digitimes.com 2026-07-17

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace.

AI-driven chip price increases put automakers on alert as shortages stay limited

0.92

digitimes.com 2026-07-17

Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter allocations in the first half of 2026 as demand from GenAI, geopolitical tensions and inflation continue to reshape the market. Automakers have been watching closely for signs of a repeat of the pandemic-era auto chip shortage, but supply-chain sources said production has so far remained stable.

TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

0.95

digitimes.com 2026-07-17

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook

Power component prices keep rising as supply tightens

0.92

digitimes.com 2026-07-17

Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products crowd out capacity. With supply tight across the chain, customers are now focusing on securing shipments first, even as new price-hike notices arrive in the third quarter of 2026.

Lattice Semiconductor, AMD, and Qualcomm Shares Are Falling, What You Need To Know - Yahoo Finance

0.88

finance.yahoo.com 2026-07-17 Yahoo Finance

Taiwan Semiconductor Manufacturing (NYSE:TSM) Breaks June Revenue Pattern And Eyes Mature Node Price Hikes - simplywall.st

0.95

simplywall.st 2026-07-17 simplywall.st

Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone? - MarketWatch

0.95

www.marketwatch.com 2026-07-17 MarketWatch

Taiwan Semiconductor Commits To Investing Another $100 Billion In The United States - The Motley Fool

0.95

www.fool.com 2026-07-17 The Motley Fool