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

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.

China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

0.92

digitimes.com 2026-07-06

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize 2.0, a software-hardware integrated AI computing platform built around the chip.

LG Chem begins first mass supply of semiconductor strippers to Amkor

0.92

digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

0.95

digitimes.com 2026-07-06

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.

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

0.95

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.

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.

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.

Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant

0.92

digitimes.com 2026-07-06

Greatek Electronics, a subsidiary of memory packaging and testing provider Powertech Technology (PTI), has approved the acquisition of On Semiconductor SSMP Philippines, a packaging and testing services company under the On Semiconductor (Onsemi) group, using internal funds. The acquisition aims to strengthen the group's overseas operational footprint and improve its global customer service capabi

Is Micron Technology Stock Going to $1,500? The Bull Case Is Stronger Than You Think. - AOL.com

0.92

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

Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom - Yahoo Finance

0.9

news.google.com 2026-07-06 Yahoo Finance

Semiconductor News & Analysis Feed