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

China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

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digitimes.com 2026-07-06

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

LG Chem begins first mass supply of semiconductor strippers to Amkor

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digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

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.

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

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digitimes.com 2026-07-06

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods.

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.

Kingboard raises CCL prices again as AI demand tightens PCB material supply

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digitimes.com 2026-07-06

Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.

Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant

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digitimes.com 2026-07-06

Greatek Electronics, a subsidiary of memory packaging and testing provider Powertech Technology (PTI), has approved the acquisition of On Semiconductor SSMP Philippines, a packaging and testing services company under the On Semiconductor (Onsemi) group, using internal funds. The acquisition aims to strengthen the group's overseas operational footprint and improve its global customer service capabi

Connected Car News: MIPI Alliance, Repairify, Opus IVS, Molex, Micron, General Motors, Toyoda Gosei, Tohoku University, VI-grade, Pirelli, RIDEsense, onsemi & Synaptics. | auto connected car news - AUTO Connected Car News

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news.google.com 2026-07-06 AUTO Connected Car News

Is NVIDIA (NVDA) Cheap Following Its New AI Partnerships And Leadership Shift? - simplywall.st

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news.google.com 2026-07-06 simplywall.st

From chip engineers to iPhone users, Koreans side with Micron after Tim Cook's memory remarks - Korea JoongAng Daily

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news.google.com 2026-07-06 Korea JoongAng Daily

Infineon’s Twin Levers for Growth: Early Dresden Fab and ams OSRAM Sensor Deal - AD HOC NEWS

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news.google.com 2026-07-06 AD HOC NEWS