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

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.

ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates

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digitimes.com 2026-07-15

Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

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digitimes.com 2026-07-15

Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

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digitimes.com 2026-07-15

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales.

Nam Liong posts strong Q2 as high-value materials drive growth

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digitimes.com 2026-07-15

Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first

Global semiconductor equipment sales set to hit record US$165.9B in 2026

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digitimes.com 2026-07-15

Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape.

ASML Stock Rises Ahead of Earnings with Eyes on Potential Sales Boost - Barron's

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www.barrons.com 2026-07-15 Barron's

ASML Stock Rises Ahead of Earnings with Eyes on Potential Sales Boost - Barron's

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www.barrons.com 2026-07-15 Barron's

Electronic Design Industry Rides Chip Wave, APAC Leads Q1 2026 Growth

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eetimes.com 2026-07-15

Chip design tools are cashing in: Q1 EDA revenue hit $5.7B as APAC surged 17.7% and hyperscalers went DIY.

chip design EDA market semiconductor IP electronic design automation chip tools APAC growth semiconductor industry chip demand

TSMC's 68% Sales Surge Validates Lewis Sanders' $9.5B Bet - Taiwan Semiconductor (NYSE:TSM) - Benzinga