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

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

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digitimes.com 2026-07-07

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

Unimicron prices US$1.355 billion overseas depositary receipt offering

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digitimes.com 2026-07-07

Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.

Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls

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digitimes.com 2026-07-07

Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too

Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

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digitimes.com 2026-07-07

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy

Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

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digitimes.com 2026-07-07

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's

Texas emerges as frontrunner for Taiwan firms racing to pick an overseas science park

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digitimes.com 2026-07-07

Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.

Memory prices rebound as supply tightens, with global buyers facing higher costs

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digitimes.com 2026-07-07

Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.

Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why - Yahoo Finance

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

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel - Yahoo Finance

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

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel - 24/7 Wall St.

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247wallst.com 2026-07-07 24/7 Wall St.

Micron Breaks Ground on approximately $9.2 Billion HBM Plant in Hiroshima, Japan, Intensifying Global Semiconductor Rivalry - finance.biggo.com

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finance.biggo.com 2026-07-07 finance.biggo.com