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

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.

India launches third semiconductor plant as CG Semi begins commercial production in Gujarat

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digitimes.com 2026-07-06

India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country's third semiconductor plant to become operational in 2026. The project forms part of New Delhi's broader effort to build a domestic semiconductor ecosystem under its India S

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

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digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding round

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digitimes.com 2026-07-06

Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.

Watch SK Hynix Readies for Blockbuster US Listing | The Asia Trade 7/6/2026 - Bloomberg.com

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

NXP chief says robots need autonomous computing to move beyond remote control

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digitimes.com 2026-07-06

As physical AI and robotics spread globally, NXP CEO Rafael Sotomayor said robots will only reach commercial scale if they can think and act independently. For international industries, that shift could determine whether factory automation, humanoids, and smart machines become practical tools or remain costly demonstrations.

Samsung Electro-Mechanics, Sumitomo Chemical to form glass-core venture for chip substrates

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digitimes.com 2026-07-06

Samsung Electro-Mechanics signed a final agreement on July 2 with Sumitomo Chemical's Korean subsidiary Dongwoo Fine-Chem to form a joint venture that will produce glass cores, a key material used in next-generation semiconductor package substrates, the companies said.

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's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

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digitimes.com 2026-07-06

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

Huawei chip chief proposes Tau Law V2 centered on time-based scaling

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digitimes.com 2026-07-06

Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed by internal production claims for Kirin chips and Ascend accelerators. Despite that, he also drew caution because the work remains a preprint, not a peer-reviewed study.

Micron breaks ground on Hiroshima expansion to boost AI memory chip production

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digitimes.com 2026-07-06

Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

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digitimes.com 2026-07-06

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co

Watch South Korea's SK Hynix, Samsung to Put AI Trade to the Test | The Pulse 7/6/2026 - Bloomberg.com

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

Applied Materials Fell 7% Today. Here’s Where the Stock Could Head in 2026 - TIKR.com

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

Micron (MU) Stock Faces Fresh Scrutiny After Michael Burry Reveals Short Position - simplywall.st

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news.google.com 2026-07-06 simplywall.st

Foreign Investors' Semiconductor Sell-Off Continues, KOSPI Braces for More - 조선일보

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news.google.com 2026-07-06 조선일보