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

Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.

Unimicron prices US$1.355 billion overseas depositary receipt offering

0.75

digitimes.com 2026-07-07

Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.

AI server demand tightens power device supply as lead times stretch to 270 days

0.92

digitimes.com 2026-07-07

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.

Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont? - Yahoo Finance

0.95

finance.yahoo.com 2026-07-06 Yahoo Finance

Taiwan Semiconductor's Gross Margin Improves: What Lies Ahead? - Yahoo Finance

0.9

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

Artificial Intelligence (AI) Stocks Are Selling Off, But Taiwan Semiconductor Is Holding Strong. Is It the Ultimate AI Stock? - Yahoo Finance

0.95

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

Artificial Intelligence (AI) Stocks Are Selling Off, But Taiwan Semiconductor Is Holding Strong. Is It the Ultimate AI Stock? - The Motley Fool

0.95

news.google.com 2026-07-06 The Motley Fool