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

PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.

Ingenic says DRAM foundry capacity strain won't ease until 2H27

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digitimes.com 2026-07-07

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.

Infineon's Stock Takes a Breather After 102% Rally, But Patent Win and Nvidia Deal Bolster Outlook - AD HOC NEWS

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news.google.com 2026-07-06 AD HOC NEWS

Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM) - Yahoo Finance

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

AI Chip Stocks Investment 2026: Nvidia vs AMD Analysis & Market Outlook - Intellectia AI

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news.google.com 2026-07-06 Intellectia AI

Weekly Recap: Export‑curb risk to ASML China shipments and UBS sales outlook - TradingView

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news.google.com 2026-07-06 TradingView

Citi lifts TSMC PT, sees chipmaker raising 2026 growth outlook on AI demand - Investing.com

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news.google.com 2026-07-06 Investing.com

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.

Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

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digitimes.com 2026-07-06

Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.

Nvidia Stock Analysis July 2026: AI Chip Demand & Investment Outlook - Intellectia AI

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news.google.com 2026-07-05 Intellectia AI

Tech Outlook: AI, Advanced Packaging Set To Drive New Semiconductor Upcycle - BusinessToday Malaysia

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news.google.com 2026-07-05 BusinessToday Malaysia

Tech Outlook: AI, Advanced Packaging Set To Drive New Semiconductor Upcycle - BusinessToday Malaysia

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news.google.com 2026-07-05 BusinessToday Malaysia

TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Insider Monkey

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www.insidermonkey.com 2026-07-04 Insider Monkey