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

China's temporary helium export ban signals fears of a prolonged Middle East supply squeeze

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digitimes.com 2026-07-10

China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.

TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

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digitimes.com 2026-07-10

TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly output will reach at least 200,000 wafers in 2027. Equipment makers are still waiting for TSMC to finalize order allocation, a delay that is raising fears of price-cutting competition and delivery delays, as lead times run at least seven to nine months.

Out of the shadows, India's Northeast stakes its claim in electronics

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digitimes.com 2026-07-10

For most of its modern history, India's Northeast — the eight states anchored by Assam — has sat at the margins of the country's industrial economy. That is beginning to change, as a mix of federal industrial incentives, a flagship semiconductor packaging plant in Assam, and deepening ties with Japan give the region a modest but real foothold in India's electronics ambitions.

China's AI talent demand spreads into chips, rare earths, and new materials

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digitimes.com 2026-07-10

China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.

TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

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digitimes.com 2026-07-10

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.

E&R Engineering advances glass substrate pilot production to 2H27

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digitimes.com 2026-07-10

E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global chip makers, the shift could accelerate next-generation packaging capacity, reshape supplier spending, and bring advanced process tools into volume production sooner than expected.

Morgan Stanley (NYSE: MS) offers 13.90% auto-call principal‑at‑risk notes on Cadence (CDNS) - Stock Titan

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news.google.com 2026-07-10 Stock Titan

SK Hynix to debut ADRs on Nasdaq, opening U.S. access to booming memory chip market - Pluang

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pluang.com 2026-07-10 Pluang

SK Hynix U.S. IPO Could Boost This ETF - ETF Database

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etfdb.com 2026-07-10 ETF Database

SK Hynix to price US IPO at $149 per depository share: Report - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance