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

Wolfspeed, STMicro, and On Semiconductor rally as Nvidia's Vera Rubin ramp fuels power chip demand - Crypto Briefing

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cryptobriefing.com 2026-08-18

TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report - benzinga.com

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www.benzinga.com 2026-08-17

Taiwan Semiconductor Manufacturing Company's Arizona facility is poised for increased profitability this year, driven by accelerating demand for advanced chips. As the world's leading semiconductor foundry, TSMC's Arizona investment reflects its strategic focus on the US market and supply chain secu

TSMC Semiconductor Manufacturing Advanced Process Chip Demand Arizona Profit Growth Semiconductor Industry Chip Production

TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report - TradingView

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www.tradingview.com 2026-08-17

According to Benzinga, Taiwan Semiconductor Manufacturing Company (TSMC)’s Arizona facility is poised for a significant profit increase this year, driven by rising demand for advanced AI chips. The plant generated approximately $1.13 billion in cumulative profit during the first half of 2026, more t

TSMC Arizona plant Advanced chips AI chips Semiconductor manufacturing US investment Supply chain risk Capacity expansion

Infineon stock steady as analysts update expectations on earnings and chip demand - AD HOC NEWS

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www.ad-hoc-news.de 2026-08-14

On August 14, 2026, Infineon Technologies AG's stock remained steady as analysts revised expectations for earnings and chip demand. As a leading German semiconductor manufacturer, Infineon is benefiting from strong market demand in power and automotive semiconductors, particularly in electric vehicl

Infineon Semiconductor Automotive Chip Power Semiconductor Analyst Expectations Earnings Analysis Market Valuation European Semiconductor

China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

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digitimes.com 2026-08-14

Applied Materials beats Q3 estimates, raises Q4 outlook on AI chip demand - Yahoo Finance

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finance.yahoo.com 2026-08-14

Applied Materials delivered a strong Q3 performance, surpassing Wall Street estimates driven by robust demand for semiconductor manufacturing equipment fueled by continued AI investment. The company reported adjusted earnings of $3.50 per share, beating estimates of $3.40, and revenue of $9.12 billi

Semiconductor Equipment AI Chips Applied Materials Earnings Report Semiconductor Manufacturing DRAM Advanced Packaging Equipment Revenue

SMIC profit more than triples on AI-driven chip demand - Reuters

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www.reuters.com 2026-08-13

Nvidia: Latest AI Partnership May Add to Concerns, but We Think Chip Demand Is There - global.morningstar.com

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global.morningstar.com 2026-08-12

TSMC reports 45% July sales jump on strong AI chip demand - eciks.org

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eciks.org 2026-08-11

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 44.7% year-over-year surge in July sales, reaching NT$467.58 billion (approximately $14.5 billion), driven by robust demand for artificial intelligence chips. This performance reflects sustained momentum in AI hardware demand, prompting TS

TSMC AI chips Semiconductor manufacturing Capital expenditure Artificial intelligence Revenue growth Advanced process nodes Data center chips

TSMC Sales Jump 45% On Strong AI Chip Demand But Investors Shrug - Investor's Business Daily

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news.google.com 2026-08-10

TSMC Revenue Surges as AI Chip Demand Hold - Yahoo Finance

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news.google.com 2026-08-10

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand - GuruFocus

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news.google.com 2026-08-10

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand - GuruFocus

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