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

TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

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digitimes.com 2026-07-17

TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several 2nm and more advanced logic wafer fabs as well as advanced packaging plants to support continued strong demand from major US customers.

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

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digitimes.com 2026-07-17

ChangXin Memory Technologies (CXMT) opened subscriptions for its STAR Market IPO on July 16, launching one of China's largest A-share listings of 2026 and marking the country's first complete DRAM journey from technology acquisition and manufacturing validation to mass production and capital market recognition.

SK Group chair floats 'memory as a service' model for SK Hynix

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digitimes.com 2026-07-17

SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a higher-value business beyond manufacturing and selling chips.

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

Taiwan-Japan AI tech forum seeks closer partnerships

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digitimes.com 2026-07-17

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMESbefore the event that IBM has already demonstrated 2nm chip

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

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simplywall.st 2026-07-17 simplywall.st

Nvidia Expands Cosmos Physical AI Platform with Edge Model, Japanese Manufacturing Partners - ADTmag

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adtmag.com 2026-07-17 ADTmag

Taiwan Semiconductor Manufacturing: Record Profits Chart the Future of AI (NYSE: TSM) - The Motley Fool

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

Taiwan Semiconductor Manufacturing: Record Profits Chart the Future of AI (NYSE: TSM) - Yahoo Finance

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