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

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

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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

Can Agentic AI Solve the Embedded Software Problem?

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eetimes.com 2026-07-07 Sally Ward-Foxton

Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.

Embedded Software Agentic AI Chip Company Software Development ISV Edge Computing Smart Hardware Automated Development

Transcend posts record revenue in 2Q26 on strong demand

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digitimes.com 2026-07-07

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.

TSMC's AI bottleneck spills demand across the semiconductor supply chain

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digitimes.com 2026-07-07

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac

Micron, Ford sign long-term memory supply agreement

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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.

AI server demand tightens power device supply as lead times stretch to 270 days

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digitimes.com 2026-07-07

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.

Multi-die Testing In The Field Must Build On Established Test Methodologies

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semiengineering.com 2026-07-07 Laura Peters

Having a device that works at time zero is no longer a guarantee of reliability over it...

Multi-chip system testing In-field testing Silicon aging AI accelerators Data center hardware Automotive electronics 2.5D integration 3D-IC

Daishin Raises SK hynix Target to 3.9 Million Won on ADR, HBM - Seoul Economic Daily

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en.sedaily.com 2026-07-07 Seoul Economic Daily

Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack - Yahoo Finance

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

US investors will soon get access to SK Hynix, another memory maker riding the AI boom - TechCrunch