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

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

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.

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

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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.

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

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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.

China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

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digitimes.com 2026-07-06

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

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