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

China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

0.92

digitimes.com 2026-07-06

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing architecture, high-end talent, and ecosystem control.

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

0.95

digitimes.com 2026-07-06

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.

India's chip mission enters harder phase: deciding where to compete

0.92

digitimes.com 2026-07-06

India's plan to sharply expand public funding for semiconductors marks a new phase in its chip ambitions. The harder question is whether New Delhi can now decide where it wants to win first.

Micron breaks ground on Hiroshima expansion to boost AI memory chip production

0.95

digitimes.com 2026-07-06

Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.

China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

0.92

digitimes.com 2026-07-06

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize 2.0, a software-hardware integrated AI computing platform built around the chip.

India launches third semiconductor plant as CG Semi begins commercial production in Gujarat

0.95

digitimes.com 2026-07-06

India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country's third semiconductor plant to become operational in 2026. The project forms part of New Delhi's broader effort to build a domestic semiconductor ecosystem under its India S

South Korea's chip hub push, led by Samsung, SK, draws KRW896 trillion — and a market selloff

0.95

digitimes.com 2026-07-06

SK Group, Samsung Electronics, and Amkor will invest a combined KRW896 trillion (US$585.2 billion) to build South Korea's second major semiconductor production base in the country's southwest, the industry ministry said.

India roundup: India accelerates semiconductor ambitions through policy and global partnerships

0.92

digitimes.com 2026-07-06

India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts to strengthen resilient supply chains and expand domestic electronics production despite infrastructure challenges and rising component costs amid intensifying global competition.

China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

0.92

digitimes.com 2026-07-06

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

SK Hynix stock's US listing could signal whether the market can still boom—or is headed for a bust - Fortune

0.92

news.google.com 2026-07-06 Fortune

SK Hynix stock's US listing could signal whether the market can still boom—or is headed for a bust - Fortune

0.92

news.google.com 2026-07-06 Fortune

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Insider Monkey

0.95

news.google.com 2026-07-06 Insider Monkey

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Yahoo Finance

0.88

news.google.com 2026-07-06 Yahoo Finance