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

Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging

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digitimes.com 2026-07-06

Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.

China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

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digitimes.com 2026-07-06

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize 2.0, a software-hardware integrated AI computing platform built around the chip.

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

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digitimes.com 2026-07-06

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.

UMC posts record first-half revenue and plans selective price hikes in second half

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digitimes.com 2026-07-06

United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters.

Applied Materials Fell 7% Today. Here’s Where the Stock Could Head in 2026 - TIKR.com

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news.google.com 2026-07-06 TIKR.com

Nvidia stock is down 13% over the last month. Here's why that could be good news. - MSN

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news.google.com 2026-07-06 MSN

Weekly Recap: TSMC raises AI capex and localization halves validation time - TradingView

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news.google.com 2026-07-06 TradingView

Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs - Insider Monkey

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news.google.com 2026-07-06 Insider Monkey

NVIDIA Corporation (NVDA) Secures Bit Origin’s AI Chips Supply as Prices Skyrocket in China’s Black Market - Yahoo Finance

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

If you'd parked $1,000 in the iShares semiconductor ETF 5 years ago, here's what you'd have today - MSN

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news.google.com 2026-07-06 MSN

Jim Cramer: What caused the pre-holiday chip stock slump and what to do about it - CNBC

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news.google.com 2026-07-06 CNBC

SK Hynix’s US Listing Will Be a Focal Point This Week - The Information

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news.google.com 2026-07-06 The Information

Bank of Korea warns Samsung, SK Hynix leveraged ETFs risk volatility - investingLive

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news.google.com 2026-07-06 investingLive

NVIDIA’s raises data centre cooling to 45ºC - Cooling Post

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news.google.com 2026-07-06 Cooling Post

SK Hynix Seeks Nasdaq Listing For AI Memory - Let's Data Science

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letsdatascience.com 2026-07-06 Let's Data Science

FUNDING & BUSINESS ai chips nvidia ai infrastructure semiconductors SK Hynix Seeks Nasdaq Listing For AI Memory 7 sources | July 5, 2026 | By LDS Team 7.8 Relevance Score QUICK SUMMARY Hide SK Hynix is pursuing a Nasdaq ADS/ADR listing expected on July 10, 2026, with filings and reports pointing to up to 17.79 million new shares and about 45.45 trillion won in potential proceeds for AI-memory cap

Semiconductor Industry AI Memory Nasdaq Listing SK Hynix High Bandwidth Memory Data Center Chip Manufacturing Capital Financing

Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News. - Yahoo Finance

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

Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News. - The Motley Fool

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

Nvidia supplier Hon Hai’s sales beat on continued AI demand - Fortune

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news.google.com 2026-07-06 Fortune

Poland Semiconductor Encapsulation Materials - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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