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

Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

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digitimes.com 2026-07-14

As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.

C Sun sees advanced packaging and PCB demand driving 2026 revenue

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digitimes.com 2026-07-14

C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment demand. The PCB and semiconductor equipment maker said the outlook remained positive as foundry, outsourced semiconductor assembly and test, IC substrate, and high-end multilayer board customers increased capital

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

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digitimes.com 2026-07-14

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

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digitimes.com 2026-07-14

Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

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digitimes.com 2026-07-14

US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.

Six-inch SiC substrate price rebounds as supply tightens

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digitimes.com 2026-07-14

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new o

Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion

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digitimes.com 2026-07-14

Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.

Rambus unveils DDR5 9600 chipset for next-generation AI servers

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digitimes.com 2026-07-14

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.

Cornyn Op-Ed: CHIPS Act Will Help America Win the AI Race with China - TexasGOPVote

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news.google.com 2026-07-14 TexasGOPVote

Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory - Yahoo Finance

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news.google.com 2026-07-14 Yahoo Finance

Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory - 24/7 Wall St.

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news.google.com 2026-07-14 24/7 Wall St.

GaN Charger Manufacturer WeCent Unveils WEX100 Pro with AI Smart Display and Intelligent Cooling System - openPR.com

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news.google.com 2026-07-14 openPR.com