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

TSMC's AI bottleneck spills demand across the semiconductor supply chain

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digitimes.com 2026-07-07

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac

Is TSMC Still a Buy After Its Massive Rally? - The Motley Fool

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news.google.com 2026-07-07 The Motley Fool

TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs - 24/7 Wall St.

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news.google.com 2026-07-06 24/7 Wall St.

TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM) - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

TSM: Citi Upgrades TSMC Revenue and Price Target Amid Strong Dem - GuruFocus

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news.google.com 2026-07-06 GuruFocus

TSM Upgraded: Citigroup Raises TSMC Target Price Amid Strong Dem - GuruFocus

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news.google.com 2026-07-06 GuruFocus

Exclusive: Why TSMC's First-Generation CoPoS May Be Glass-Free｜Daily News Digest｜2026-07-06｜web only - 天下雜誌

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news.google.com 2026-07-06 天下雜誌

TSMC Demand Still Ahead of Supply, Another 10% Price Hike Coming in 2027 | WallSt Weekly Insight - Moomoo

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news.google.com 2026-07-06 Moomoo

Citi lifts TSMC PT, sees chipmaker raising 2026 growth outlook on AI demand - Investing.com

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news.google.com 2026-07-06 Investing.com

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

Weekly Recap: TSMC raises AI capex and localization halves validation time - TradingView

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news.google.com 2026-07-06 TradingView

TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Insider Monkey

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www.insidermonkey.com 2026-07-04 Insider Monkey

TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Yahoo Finance

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finance.yahoo.com 2026-07-04 Yahoo Finance

TSMC secures approval for USD 20 billion Arizona expansion - Indiatimes

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cio.economictimes.indiatimes.com 2026-07-04 Indiatimes

TSMC's median pay trails four smaller IC design houses, filings show

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digitimes.com 2026-07-04

Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.

Samsung Foundry Nears Deal for Anthropic's 2nm AI Chip as Big Tech Pivots from TSMC - finance.biggo.com

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finance.biggo.com 2026-07-04 finance.biggo.com

TSMC (NYSE:TSM) Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan - Yahoo Finance

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finance.yahoo.com 2026-07-03 Yahoo Finance

Intel takes aim at TSMC's CoWoS lead with EMIB-T - digitimes

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www.digitimes.com 2026-07-03 digitimes

TSMC wins approval for US$20 billion Arizona expansion - digitimes

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www.digitimes.com 2026-07-03 digitimes