Monthly market insights - July 2026 - Flipbook - Page 8
Texas Instruments
• Texas Instruments implemented a price increase effective 1 July covering selected analogue ICs, PMICs
and MOSFET products amid rising manufacturing costs.
• Continued expanding output from its 300mm wafer manufacturing strategy to improve long-term
supply resilience.
• The company maintained investment in domestic manufacturing capacity supporting automotive and
industrial semiconductor demand.
TSMC
• TSMC continued moving equipment into Arizona Fab 2, keeping high-volume 3nm production on
schedule for 2027.
• TSMC expanded its CoWoS advanced packaging capacity, with total ecosystem output projected to
approach 200,000 wafers per month by 2027.
• TSMC entered its quarterly quiet period ahead of its 16 July Q2 earnings announcement, with guidance
pointing to continued AI-driven revenue growth.
Vishay
• Vishay introduced automotive-grade optocouplers for 800V EV battery systems on 25 June to improve
isolation performance in electric vehicles.
• The company launched new 34 PHE multi-turn absolute position sensors on 2 July offering improved
accuracy at a lower cost.
• Vishay released new 40V standard-level MOSFETs on 7 July designed to reduce noise and prevent false
triggering in motor control applications.
Company-Specific Updates
8
