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

Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates. Since 2025, several board makers and upstream material suppliers have launched large-scale fundraising plans at home and overseas, including three bellwethers: Zhen Ding Tech, Unimicron, and Compeq.

Column: Compute is no longer the AI bottleneck. Memory is — and suppliers know it

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digitimes.com 2026-07-12

After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.

InP supply crunch leaves South Korea exposed

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digitimes.com 2026-07-12

Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.

Hermes Testing's June revenue more than doubles as advanced chip test demand surges

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digitimes.com 2026-07-12

Hermes Testing Solutions said that its June 2026 revenue jumped sharply as rising demand for advanced chip testing lifted sales of its custom products, cleaning materials, and engineering services. The test interface supplier said the growth was driven by continued strength in high-end semiconductor testing activity.

Hotspot temperature sensor on Nvidia's Blackwell gaming GPUs is still accessible if you have access to Nvidia's internal MODS tool

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tomshardware.com 2026-07-12 Hassam Nasir

Changing the application dropped the temperature to 100 degrees Celsius.

NVIDIA RTX 50 series GPU temperature monitoring MODS tool hotspot temperature sensor GPU overheating hardware diagnostics thermal interface material

Hotspot temperature sensor on Nvidia's Blackwell gaming GPUs is still accessible if you have access to Nvidia's internal MODS tool — Nvidia RTX 5070 Ti caught throttling at 107°C over poor TIM application - Tom's Hardware

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www.tomshardware.com 2026-07-12 Tom's Hardware

Nvidia (NVDA) Brings Robotics AI To Hugging Face As French Probe Ends - simplywall.st

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simplywall.st 2026-07-11 simplywall.st

Micron Technology (MU) Could Be 93% Overvalued On Its $250b US Expansion Plan - simplywall.st