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

Broadcom and Apple extend custom chip deal through 2031

0.95

digitimes.com 2026-07-07

Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.

Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls

0.95

digitimes.com 2026-07-07

Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too

Analog IC supply squeeze intensifies, ADI extends lead times

0.92

digitimes.com 2026-07-07

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.

Micron, Ford sign long-term memory supply agreement

0.92

digitimes.com 2026-07-07

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.

Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

0.92

digitimes.com 2026-07-07

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.

Samsung Electronics second-quarter operating profit surges on AI memory boom

0.95

digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

0.92

digitimes.com 2026-07-07

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy? - The Motley Fool

0.95

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

Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims - Yahoo Finance

0.95

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

Global memory chip shortage fuels race between Korea, the United States and China - Korea JoongAng Daily

0.95

www.koreajoongangdaily.com 2026-07-07 Korea JoongAng Daily

Why this AI chip startup could rival Nvidia - Yahoo Finance

0.92

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