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

China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

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digitimes.com 2026-07-09

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.

Anpec June revenue rises on fan motor driver IC demand

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digitimes.com 2026-07-09

Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.

Samsung eyes broader Exynos 2700 use in Galaxy S27

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digitimes.com 2026-07-09

Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end

Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

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digitimes.com 2026-07-09

Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

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digitimes.com 2026-07-09

Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten

Yesiang expects foundry expansion to drive revenue growth in 2H26

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digitimes.com 2026-07-09

Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands capacity. The company reported consolidated revenue of NT$247 million (US$7.7 million) in June 2026, up 3.71% from May and 101.60% from a year earlier, setting another record.

GlobalWafers says wafer demand is improving as chip cycle heals

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digitimes.com 2026-07-09

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.

Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

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digitimes.com 2026-07-09

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).

Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM

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digitimes.com 2026-07-09

Samsung Electronics and SK Hynix may take longer than expected to adopt hybrid bonding in next-generation high-bandwidth memory, as industry sources cited by ZDNetKoreasay the near-term case for the technology has weakened even though its long-term relevance remains intact.

Memory costs slash low-end phone output and pressure PA shipments

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digitimes.com 2026-07-09

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

SK Hynix supplier talks show AI memory boom shifting pricing power

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digitimes.com 2026-07-09

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.

Infineon blocks Innoscience GaN products from US market after patent win

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digitimes.com 2026-07-09

Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.

Analog Devices acquires Empower Semiconductor and enters AI power market

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digitimes.com 2026-07-09

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.

SK Group chief to visit US for SK hynix's listing debut on Nasdaq - The Korea Times

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www.koreatimes.co.kr 2026-07-09 The Korea Times

NVIDIA Shares Rebound at 11-Year Low Valuation - 조선일보

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www.chosun.com 2026-07-09 조선일보

Why Jim Cramer say investors should own Nvidia and not trade it - CNBC

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www.cnbc.com 2026-07-09 CNBC

Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching. - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance