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

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

0.95

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

0.95

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.

Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing

0.92

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.

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

0.75

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.

India roundup: India accelerates semiconductor ambitions through policy and global partnerships

0.92

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.

ESMT revenue hits record high as DDR2 and DDR3 prices keep climbing

0.92

digitimes.com 2026-07-06

Elite Semiconductor Microelectronics Technology (ESMT), a memory IC design house, posted record monthly consolidated revenue of NT$4.85 billion (approx. US$152 million) in June 2026, up 8.48% from May and 328.35% from a year earlier, supported by rising prices for niche memory products.

LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

0.92

digitimes.com 2026-07-06

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand

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

0.92

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.

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

0.92

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

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

0.92

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

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

0.9

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

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

0.95

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

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

0.85

news.google.com 2026-07-06 조선일보

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - AOL.com

0.75

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