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

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.

India roundup: India accelerates semiconductor ambitions through policy and global partnerships

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digitimes.com 2026-07-06

India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts to strengthen resilient supply chains and expand domestic electronics production despite infrastructure challenges and rising component costs amid intensifying global competition.

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

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digitimes.com 2026-07-06

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.

Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing

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digitimes.com 2026-07-06

As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance.

Walter Public Investments Inc. Has $24.84 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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news.google.com 2026-07-05 MarketBeat

GM Advisory Group LLC Takes $4.84 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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news.google.com 2026-07-05 MarketBeat

FUKOKU MUTUAL LIFE INSURANCE Co Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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news.google.com 2026-07-05 MarketBeat

Northern America Semiconductor Manufacturing Materials - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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news.google.com 2026-07-05 IndexBox

BIP Wealth LLC Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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news.google.com 2026-07-05 MarketBeat

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

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digitimes.com 2026-07-05

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.

Live coverage: Semiconductor manufacturing test bed to fly alongside Starlink satellites on Falcon 9 launch - Spaceflight Now

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news.google.com 2026-07-05 Spaceflight Now

World Semiconductor Manufacturing Materials - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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www.indexbox.io 2026-07-04 IndexBox

Infineon opens €5 billion fab ahead of schedule - Manufacturing Today India

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news.google.com 2026-07-04 Manufacturing Today India

QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-07-04 MarketBeat