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

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.

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

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digitimes.com 2026-07-06

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

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digitimes.com 2026-07-06

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.

China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

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digitimes.com 2026-07-06

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing architecture, high-end talent, and ecosystem control.

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

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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

Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance

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digitimes.com 2026-07-06

Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.

NXP chief says robots need autonomous computing to move beyond remote control

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digitimes.com 2026-07-06

As physical AI and robotics spread globally, NXP CEO Rafael Sotomayor said robots will only reach commercial scale if they can think and act independently. For international industries, that shift could determine whether factory automation, humanoids, and smart machines become practical tools or remain costly demonstrations.

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

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

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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.

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.

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

Weekly Recap: TSMC raises AI capex and localization halves validation time - TradingView

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news.google.com 2026-07-06 TradingView

Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs - Insider Monkey

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news.google.com 2026-07-06 Insider Monkey

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Insider Monkey

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news.google.com 2026-07-06 Insider Monkey