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

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

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digitimes.com 2026-07-09

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

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digitimes.com 2026-07-09

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.

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).

Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

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digitimes.com 2026-07-09

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.

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.

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.

Ford Joins Its Partner Micron on the Coveted Zacks Rank #1 (Strong Buy) List - Yahoo Finance

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

SK Hynix US Offering Is More Than Seven Times Oversubscribed - Bloomberg

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www.bloomberg.com 2026-07-09 Bloomberg

Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks - The Register

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www.theregister.com 2026-07-09 The Register

NVIDIA Corp Stock (NVDA) Moved Up by 3.47% on Jul 8: What Signal Does It Send? - TradingKey

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www.tradingkey.com 2026-07-09 TradingKey