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

Advantest and OpenLight join forces on silicon photonics test platform for mass production

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digitimes.com 2026-07-05

Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.

AI, HPC test interface demand drives CHPT June revenue to new monthly high

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digitimes.com 2026-07-05

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

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digitimes.com 2026-07-05

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.

Nvidia Has Quietly Become the Bank Behind the AI Boom - Startup Fortune

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news.google.com 2026-07-05 Startup Fortune

Michael Burry doubles down on AI chip bubble with Micron short - thestreet.com

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news.google.com 2026-07-05 thestreet.com

AI in Semiconductor Market Forecast Points Higher Toward 2035, Driven by Hyperscale AI Compute Demand - IndexBox

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news.google.com 2026-07-05 IndexBox

Micron (MU) Starts Major Japan Expansion to Boost HBM Output for the AI Boom - TipRanks

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news.google.com 2026-07-05 TipRanks