AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS’s latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.

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Analysis: Taiwan’s semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

Taiwan’s chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.

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AI reshapes supply chains as Tong Ming upgrades smart manufacturing

The AI boom is reshaping global supply chains and accelerating manufacturing’s shift toward smarter operations. Tong Ming, the world’s largest single stainless-steel fastener maker, said it will invest about NT$140 million (US$4.4 million) in the second half of 2026 to automate a semi-finished goods warehouse at its Changsheng plant, while strengthening automation, digital management, and precision services to boost competitiveness and address challenges from the EU’s Carbon Border Adjustment Mechanism (CBAM) and supply-chain restructuring.

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From Bloomberg to DIGITIMES: building a media model for the AI era

Manhattan is where financial giants gather. By the weekend, the crowds become so dense that near Times Square, even moving through the streets can be difficult. At moments like this, a walk through Central Park becomes the best choice. With its forests, streams, and seemingly natural ecology, and with plane trees, pines, and olive trees arranged in irregular patterns, Central Park truly is the best place for New Yorkers to rest in the heart of the city.

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Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.

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Applied Materials unveils integrated tools for HBM, chiplet, and 3D packaging scale-up

Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth memory (HBM), chiplet architectures, and multi-layer 3D stacking on advanced production lines.

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