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

AI data center spending drives growth in semiconductor market - CIO Dive

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www.ciodive.com 2026-08-25

According to a recent Gartner forecast, AI data center spending will account for more than half of global semiconductor revenue within the next four years, up from 36.5% in 2026. This shift reflects a fundamental change in where semiconductor value is created and how industry demand is evolving. Whi

AI Data Center Semiconductor Market Gartner Compute Cost Memory Chip AI Cost Control Enterprise IT Strategy

Why Taiwan Semiconductor Manufacturing (TSM) Stock Is Down Today - Quiver Quantitative

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www.quiverquant.com 2026-08-24

Taiwan Semiconductor Manufacturing (TSMC) stock dropped 3.2% today, with analysts attributing the decline to broader semiconductor sector weakness and profit-taking rather than company-specific issues. Investors appear to be trimming large-cap chip positions following a recent rally in Taiwan equiti

TSMC Semiconductor Industry Stock Price Decline Market Sentiment AI Demand Capital Expenditure Profit Taking Institutional Holdings

Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom? - Yahoo Finance

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finance.yahoo.com 2026-08-24

India's semiconductor market may reach $155 bn by CY31, remains import-dependent across categories: Report - ET Manufacturing

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manufacturing.economictimes.indiatimes.com 2026-08-24

AI energy bottleneck is driving semiconductor materials innovation, says Applied Materials - digitimes

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www.digitimes.com 2026-08-24

Taiwan semiconductor materials team up to build local supply chain

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