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

US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

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digitimes.com 2026-07-15

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asiaanalysis of customs data and related reporting.

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

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

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digitimes.com 2026-07-15

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating

SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

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digitimes.com 2026-07-15

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer plant in South Korea, Newsisreported, as the company ramps up supplies of 300mm silicon wafers used to manufacture advanced memory chips.

South Korean court bars former Samsung NAND designers from working for SK Hynix

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digitimes.com 2026-07-15

A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April 30, 2027, Yonhap News Agencyreported.

Taiwan's memory sector in June delivers standout performance by a wide margin

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digitimes.com 2026-07-15

Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year — by far the fastest-growing category in Taiwan's entire semiconductor supply chain, dwarfing silicon foundry (~54% year-over-year) and OSAT (~24% year-over-year). The surge reflects the AI/HBM-driven DRAM and NAND pricing

[News] Korean and Japanese Researchers Unveil New AI Memory Architectures to Address HBM Thermal Limits - TrendForce

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www.trendforce.com 2026-07-15 TrendForce

Apple faces complications in iPhone purchases as memory-chip shortage reshapes consumer electronics - Crypto Briefing

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cryptobriefing.com 2026-07-15 Crypto Briefing

Oregon Semiconductor Industry Boost - Z100 Portland

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z100portland.iheart.com 2026-07-15 Z100 Portland

Oregon Semiconductor Industry Boost - News Radio 1190 KEX

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1190kex.iheart.com 2026-07-15 News Radio 1190 KEX