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

SK hynix hybrid bonding push signals next phase of HBM packaging race

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digitimes.com 2026-07-13

SK hynix is moving early to prepare hybrid bonding technology for next-generation high-bandwidth memory (HBM), as competition in AI memory shifts from stacking capacity toward packaging density, thermal control, and tighter integration with AI accelerators.

CPO mass production accelerates new four-stage test equipment market

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digitimes.com 2026-07-13

AI-driven demand is accelerating the shift of co-packaged optics (CPO) from technology validation to mass production, triggering a new wave of equipment demand. Companies including FormFactor, Advantest, Tokyo Electron (TEL), Teradyne, MPI, Keysight, Anritsu, ficonTEC, ADS Tech (ADST), All Ring Tech, GMT Global, Chroma ATE, Hon Precision, and WinWay Technology are rushing to secure a foothold in t

Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027

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digitimes.com 2026-07-13

Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total capacity. He said the memory market has entered a broad shortage, and that Nanya may add a fifth strategic partner, while 2027 capital expenditure could climb to as much as NT$200 billion (approx. US$6.2 billion), 4x

TSMC June 2026 revenue surges 68% as AI demand continues to fuel growth

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digitimes.com 2026-07-13

TSMC reported another month of strong revenue growth, underscoring continued demand for advanced chips used in AI applications. According to the company's June revenue report, consolidated revenue reached NT$442.68 billion (approx. US$13.8 billion) in June, up 6.2% month-over-month and 67.9% year-over-year. For the first six months of 2026, revenue totaled NT$2.4 trillion, representing a 35.6% yea

MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds

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digitimes.com 2026-07-13

MediaTek reported June 2026 revenue of NT$58.012 billion (US$1.81 billion), up 22.30% month over month and 2.80% year over year, and said second-quarter revenue reached NT$152.183 billion. The Taiwan chip designer's result came in above the top end of its forecast, reinforcing expectations for seasonal growth in the second half of the year.

US chip factory buildout faces possible delays as labor shortage nears 157,000 by 2030

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digitimes.com 2026-07-13

A shortage of skilled workers could slow construction of new US semiconductor plants, raise costs, and limit chip output for global markets, according to a new report. The findings suggest the manufacturing push backed by Washington's CHIPS Act may depend on sustained funding and closer industry cooperation to avoid bottlenecks.

Egis sells part of iCatch stake as ASMedia becomes largest shareholder

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digitimes.com 2026-07-13

Egis Technology on July 9 said it sold part of its stake in iCatch Technology as part of a routine adjustment to its group equity holdings. The IC design company said the move was intended to improve capital efficiency and optimize its ownership structure, while Egis remained an important shareholder with about 12% of iCatch after the transaction.

ZEISS Moves EUV Tooling Development to Korea, Embedding in AI Memory Supply Chain - Tech Times

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news.google.com 2026-07-13 Tech Times

Can Micron Technology (MU) Stay Cheap If AI Demand Holds Up? - simplywall.st

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news.google.com 2026-07-13 simplywall.st

Weekly Recap: TSMC AI chip demand and dividend expectations, Taiwan dollar pressure - TradingView

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news.google.com 2026-07-13 TradingView

Best AI Stock to Buy: Micron Stock vs. AMD Stock - The Motley Fool

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news.google.com 2026-07-13 The Motley Fool