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

Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

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digitimes.com 2026-07-06

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.

AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

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digitimes.com 2026-07-06

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.

South Korea's chip hub push, led by Samsung, SK, draws KRW896 trillion — and a market selloff

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digitimes.com 2026-07-06

SK Group, Samsung Electronics, and Amkor will invest a combined KRW896 trillion (US$585.2 billion) to build South Korea's second major semiconductor production base in the country's southwest, the industry ministry said.

Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

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digitimes.com 2026-07-06

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.

Phison says AI demand could erase NAND memory's boom-and-bust cycle

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digitimes.com 2026-07-06

AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.

SK Hynix stock's US listing could signal whether the market can still boom—or is headed for a bust - Fortune

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news.google.com 2026-07-06 Fortune

SK Hynix stock's US listing could signal whether the market can still boom—or is headed for a bust - Fortune

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news.google.com 2026-07-06 Fortune

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Insider Monkey

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news.google.com 2026-07-06 Insider Monkey

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance