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

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.

Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains

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digitimes.com 2026-07-14

China's semiconductor packaging and testing firm Tianshui Huatian Technology said on July 14 it expects first-half 2026 net profit attributable to shareholders of CNY750 million (approx. US$110.62 million) to CNY850 million, up 231.16% to 275.31% from CNY226 million a year earlier, according to a forecast filed with the Shenzhen Stock Exchange. Diluted earnings per share are seen at CNY0.2290-0.25

Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

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digitimes.com 2026-07-14

Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization targeted for around 2030. Although the path is fraught with ecosystem barriers and compatibility hurdles, Intel's parallel development of Z-angle memory (ZAM) and cross-batch memory (XBM) underscores its determination to re-enter the DRAM market, as it simultaneou

iST June revenue rose as AI chip validation demand strengthened

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digitimes.com 2026-07-14

Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based chip validation and analysis provider said the result reflected stronger demand tied to AI chip validation and a spillover effect from capacity constraints at packaging and testing plants.

Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

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digitimes.com 2026-07-14

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation AI infrastructure.

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.

China launches first 8-inch 2D chip line to bypass EUV limits

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digitimes.com 2026-07-14

Shanghai AtomIC Technology has launched what it describes as the world's first 8-inch pilot line for two-dimensional semiconductors, marking a shift from laboratory research to engineering validation, small-batch tape-outs and early industrialisation.

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

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digitimes.com 2026-07-14

Taiwan's IC design companies are stepping up investment in AI imaging solutions, with both industry leaders and smaller players accelerating development to capture emerging opportunities in the fast-growing market.

Liying tops NT$100 million as AI chip demand lifts semiconductor services

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digitimes.com 2026-07-14

Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand for AI chips kept semiconductor utilization rates high. The company also reported record first-half revenue of NT$206 million, reflecting continued demand for its circular-economy services tied to waste hydrofluoric a

Rambus unveils DDR5 9600 chipset for next-generation AI servers

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digitimes.com 2026-07-14

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

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digitimes.com 2026-07-14

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves

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

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

South Korea exports top US$100B in a month, stoking chip dependence fears

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digitimes.com 2026-07-14

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country could exceed US$1 trillion in annual exports this year. While the milestone underscores the strength of South Korea's export sector, it has also renewed debate over the economy's growing dependence on semiconductors.

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

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digitimes.com 2026-07-14

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Timesreported the move, citing three people familiar with the matter.

Applied Materials (AMAT) Declines More Than Market: Some Information for Investors - Yahoo Finance Singapore

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news.google.com 2026-07-14 Yahoo Finance Singapore

With SK Hynix, KOPSI Volatility Won’t Stay Local - Barron's

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news.google.com 2026-07-14 Barron's

Near-memory Dequantization Architecture In Custom HBM for LLM inference (SK hynix) - Semiconductor Engineering

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news.google.com 2026-07-14 Semiconductor Engineering

Why Texas Instruments (TXN) Stock Is Down Today - Quiver Quantitative

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news.google.com 2026-07-14 Quiver Quantitative