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

Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom's Hardware, Fab2's core idea is a "fab fab": it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles t

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.

Weekend Reading | SK Hynix Targets Nasdaq: Is the AI Era’s Ultimate 'Shovel Seller' Here? - 富途牛牛

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news.google.com 2026-07-05 富途牛牛

B. Riley Raises Price Target on Applied Materials - Let's Data Science

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news.google.com 2026-07-04 Let's Data Science

Micron builds Japan HBM plant, targets 2028 shipments amid AI boom - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-07-04 Chosunbiz

Taiwan's Panjit targets power semiconductor demand in automotive and AI markets - Taiwan News

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www.taiwannews.com.tw 2026-07-03 Taiwan News

Berenberg raises Infineon target to €100 - 'Buy' - marketscreener.com

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www.marketscreener.com 2026-07-03 marketscreener.com

Huawei's Ascend AI chips target South Korea in new Nvidia challenge

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digitimes.com 2026-07-03

Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.

Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap

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digitimes.com 2026-07-03

China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.

Korea Investment raises Samsung target as HBM outlook strengthens - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-07-03 Chosunbiz

SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside - TradingView

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www.tradingview.com 2026-07-03 TradingView

Jefferies raises ASML, STMicro price targets on European semiconductor re-rating - Investing.com

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www.investing.com 2026-07-02 Investing.com

Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON) - Yahoo Finance

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finance.yahoo.com 2026-07-02 Yahoo Finance