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

South Korea weighs longer hours for chip R&D in new tech zones

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digitimes.com 2026-07-06

South Korea is considering exempting research and development personnel from the country's 52-hour workweek limit inside proposed Mega Special Zones. These would include a planned second semiconductor cluster in the southwestern Honam region.

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.

Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging

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digitimes.com 2026-07-06

Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.

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

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.

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.

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

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news.google.com 2026-07-06 조선일보

Is Meta's Cloud Plan Really a Sign of an AI Semiconductor Investment Bubble? - thelec.net

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news.google.com 2026-07-06 thelec.net

LG Chem Makes First Semiconductor Stripper Supply to Amkor - thelec.net

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news.google.com 2026-07-06 thelec.net

World Semiconductor Gade Silane Gas - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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news.google.com 2026-07-06 IndexBox