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

Penang has played a critical role in the global semiconductor back-end industry for decades, particularly in assembly, testing, and packaging (ATP). The region has built a highly competitive industrial base and, amid supply chain diversification and geopolitical shifts, has recently attracted record levels of investment.

AI data center boom drives Taiwan passive component makers to record sales

0.92

digitimes.com 2026-06-18

Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.

Poland turns to Taiwan to build up chips as Foxconn seals EV assembly deal

0.92

digitimes.com 2026-06-17

Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains and technology capacity. The plan spans electric vehicles, semiconductors, and industrial policy, and reflects how governments are adapting to geopolitical pressure and shortages in key global sectors.

Shenzhen Jewellok Technology Advances Semiconductor and High-Purity Process Safety with VMB Gas Cabinet, Gas Changeover Manifold, and Bulk Chemical Delivery System Solutions - markets.businessinsider.com

0.87

markets.businessinsider.com 2026-06-16 markets.businessinsider.com

Shenzhen, China, June 15, 2026 (GLOBE NEWSWIRE) -- Shenzhen Jewellok Technology Co., Ltd., a leading manufacturer of ultra-high purity fluid control and gas delivery solutions, today announced the continued expansion of its advanced product portfolio, including the VMB Gas Cabinet, Gas Changeover Manifold, and bulk chemical delivery system (CDS) technologies designed for semiconductor, photovoltai

Semiconductor Equipment High-purity Gas Systems Wafer Manufacturing Clean Room Technology Gas Delivery Systems Chemical Delivery Systems VMB Gas Cabinet Gas Changeover Manifold

Constraints squeeze the chip market as geopolitics and AI impact lead times, prices - Electronic Products & Technology

0.92

www.ept.ca 2026-06-12 Electronic Products & Technology

Sourceability report highlights continued memory allocation, AI-adjacent tightening and raw-material cost pressure The electronics industry continues to see supply chain constraints squeeze the chip market as geopolitics and AI impact lead times and prices, according to a report from hybrid global distributor Sourceability. The report details how the electronic components market is being shaped b

chip market supply chain constraints geopolitics AI development memory shortage electronic components semiconductor supply chain AI infrastructure

Malaysia electronics exports seen rising through 2026 despite trade and cost pressures

0.75

digitimes.com 2026-06-10

Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.

T3EX expands Northeast Asia air freight to serve electronics and chip supply chains

0.92

digitimes.com 2026-06-08

Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.

Geopolitics, AI, and Jensen Huang Fuel Electronics’ Rock-and-Roll Era

0.92

eetimes.com 2026-06-06

Jensen Huang and AI frenzy steal the show at Computex 2026—dive in to see how Taiwan leads the electronics.

Semiconductor Industry Artificial Intelligence Computex 2026 NVIDIA Jensen Huang Geopolitics Chip Sovereignty AI Data Centers

Manufacturing Accelerates in May Amid Inflation and Geopolitical Headwinds

0.75

eetimes.com 2026-06-05 News Desk

Manufacturing expanded further in May despite Inflation and lower GDP.

Manufacturing Inflation Geopolitical Tensions Supply Chain Economic Recovery US Economy Purchasing Managers Index Employment

Geopolitical news: China, Iran, NATO, and chip shortage - investingLive

0.65