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

LG Innotek expands Vietnam footprint with new IC substrate plant

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digitimes.com 2026-07-10

LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.

Out of the shadows, India's Northeast stakes its claim in electronics

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digitimes.com 2026-07-10

For most of its modern history, India's Northeast — the eight states anchored by Assam — has sat at the margins of the country's industrial economy. That is beginning to change, as a mix of federal industrial incentives, a flagship semiconductor packaging plant in Assam, and deepening ties with Japan give the region a modest but real foothold in India's electronics ambitions.

Former chip designer turned VC delivers reality check on AI, CPO hype

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digitimes.com 2026-07-10

A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.

TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

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digitimes.com 2026-07-10

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

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digitimes.com 2026-07-10

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first

Semiconductor chip plants cost a ton of money. Here's why - qz.com

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qz.com 2026-07-10 qz.com

Semiconductor ETFs Roar Back: SOXX Pulls In $5.4 Billion in a Single Day - ETF.com

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www.etf.com 2026-07-10 ETF.com

Entegris, onsemi, and Power Integrations Shares Are Soaring, What You Need To Know - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance

Entegris, onsemi, and Power Integrations Shares Are Soaring, What You Need To Know - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-10 Yahoo Finance UK