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

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

Liying tops NT$100 million as AI chip demand lifts semiconductor services

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digitimes.com 2026-07-14

Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand for AI chips kept semiconductor utilization rates high. The company also reported record first-half revenue of NT$206 million, reflecting continued demand for its circular-economy services tied to waste hydrofluoric a

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.

Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

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digitimes.com 2026-07-14

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation AI infrastructure.

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

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 - 24/7 Wall St.

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

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

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