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China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data centers and device makers worldwide. The company also disclosed a regulatory search in South Korea, adding an overhang that global investors will be watching closely.

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

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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

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

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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.

Power component prices keep rising as supply tightens

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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.

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

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digitimes.com 2026-07-17

Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add CXMT to its entity list but had not announced it, and that easing US-China tensions, along with reports that Apple had tested CXMT memory and lobbied the US government, had signaled a possible green light and triggere

South Korean bill could let SK Hynix bring in outside investors for new fabs

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digitimes.com 2026-07-17

A South Korean lawmaker has introduced a bill that would allow a second-tier subsidiary of a general holding company to retain a stake of at least 50% in a jointly funded semiconductor venture, rather than the 100% currently required under the country's holding-company rules.

onsemi to Announce Second Quarter Financial Results - Koreabizwire

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koreabizwire.com 2026-07-17 Koreabizwire

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