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

Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains

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digitimes.com 2026-07-16

Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook matters for global semiconductor markets because it points to resilient demand across automotive, industrial, and energy applications despite rising costs and competition.

Samsung, SK hynix race to make Gwangju memory hub operational within four years

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digitimes.com 2026-07-16

Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts describe the project as a race against time, with an ambitious target of bringing four fabrication plants online within four years. Whether land, power, water, talent, and supply-chain infrastructure can be develo

Samsung may scale back foldable storage upgrades as memory costs rise

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digitimes.com 2026-07-16

Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South Korean company will likely cut its "free storage upgrade" offer from a full double-capacity boost to a subsidy covering only half the price gap between the 256GB and 512GB versions.

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

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digitimes.com 2026-07-16

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed

Chip inflation drives phone prices higher, clouds 2027 demand

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digitimes.com 2026-07-16

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou

CXMT IPO filing reveals Micron and Samsung alumni at heart of China's DRAM push

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digitimes.com 2026-07-16

The IPO prospectus of Changxin Memory Technologies (CXMT), filed ahead of a planned listing on Shanghai's STAR Market, lays bare the international talent base the company has assembled to compete against the established leaders of the global DRAM industry — and raises a subtler question about the residency arrangements of its founder.

ASML Lifts 2026 Sales Outlook to 45 Billion, Expands EUV Capacity Plans - TradingView

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www.tradingview.com 2026-07-16 TradingView

ASML Keeps Raising Its Sales Forecast. Here's What Comes Next for ASML Stock. - Barchart.com

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www.barchart.com 2026-07-16 Barchart.com

ASML Stock Rises After Q2 Sales and Margins Beat Guidance - TIKR.com

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www.tikr.com 2026-07-15 TIKR.com

MU Stock Alert: What to Watch as Micron Takes a Stake in GlobalWafers - Barchart.com

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www.barchart.com 2026-07-15 Barchart.com