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

AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

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digitimes.com 2026-07-14

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years.

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.

Analysis: Why Meta's AI strategy sparked a market misread

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digitimes.com 2026-07-14

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

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digitimes.com 2026-07-14

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

TASC reshuffles management as PASC targets 2027 Taiwan Innovation Board listing

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digitimes.com 2026-07-14

Taiwan-Asia Semiconductor (TASC) has announced senior management changes at its group companies as ProAsia Semiconductor (PASC) prepares for a Taiwan Innovation Board listing, now expected in the first or second quarter of 2027. The overhaul is aimed at meeting listing requirements on corporate governance, independence, and the rule that senior executives cannot hold concurrent cross-company roles

LS Electric and Infineon Team Up to Power AI Data Center Boom - CEO Insights Asia

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news.google.com 2026-07-13 CEO Insights Asia

Asian tech firms seeking to follow SK Hynix may find foreign investors more selective By Reuters - Investing.com

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news.google.com 2026-07-13 Investing.com

Asian tech firms seeking to follow SK Hynix may find foreign investors more selective - Reuters

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news.google.com 2026-07-13 Reuters

Asian tech firms seeking to follow SK Hynix may find foreign investors more selective - Euronext Markets: Real-time Stock Market Data | live

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news.google.com 2026-07-13 Euronext Markets: Real-time Stock Market Data | live