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

TSMC Beats Estimates Amid Sustained AI Demand - Bloomberg.com

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www.bloomberg.com 2026-07-16 Bloomberg.com

Baiwei Storage forecasts sharp first-half profit surge on AI memory demand

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digitimes.com 2026-07-16

Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips and related equipment. The company's preliminary figures suggest stronger orders, improved product mix, and a recovering storage market that could matter for investors worldwide.

Wolfspeed files patent infringement lawsuit against Navitas Semiconductor - Rome Sentinel

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www.romesentinel.com 2026-07-16 Rome Sentinel

Cadence launches agentic AI platform for PCB and package design

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digitimes.com 2026-07-16

Cadence has launched the AuraStack AI Super Agent on Allegro AI Studio, positioning it as the world's first agentic AI platform for printed circuit board (PCB) and advanced packaging design.

C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers

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digitimes.com 2026-07-16

TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies threaten TSMC's advanced packaging business, and that the company should be extracting windfall margins from its dominant market position.

Taiwan power device makers gain from automotive inventory buildup and order shifting

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digitimes.com 2026-07-16

Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid shortages. Rebounding demand from 3C end markets is also expected to support revenue in the second half of 2026.

CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

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digitimes.com 2026-07-16

CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's technology path. For readers worldwide, the listing signals both greater supply competition and a potential shift in where next-generation memory innovation develops.

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Looks Cheap Even With AI Demand Risk - Yahoo Finance

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finance.yahoo.com 2026-07-16 Yahoo Finance

Qualcomm Might Be a Hot AI Stock Next Year - The Motley Fool

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www.fool.com 2026-07-16 The Motley Fool

Japan’s Enterprises and Startups Build Industry-Specialized AI With NVIDIA Nemotron Open Models - NVIDIA Newsroom

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nvidianews.nvidia.com 2026-07-16 NVIDIA Newsroom

NVIDIA Introduces New Jetson Thor Computers to Advance Mainstream Robotics and Edge AI - NVIDIA Blog

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blogs.nvidia.com 2026-07-16 NVIDIA Blog