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

DUV Isn't Dead. EUV Isn't Everything. What ASML's July 15 Earnings Will Really Reveal - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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news.google.com 2026-07-12 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Xiaomi Shares Rally on EREV SUV Reveal as Smartphone Production Hit by Memory Chip Shortage - ad-hoc-news.de

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news.google.com 2026-07-12 ad-hoc-news.de

SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure

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digitimes.com 2026-07-12

The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the next major battlegrounds in AI infrastructure.

Hermes Testing's June revenue more than doubles as advanced chip test demand surges

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digitimes.com 2026-07-12

Hermes Testing Solutions said that its June 2026 revenue jumped sharply as rising demand for advanced chip testing lifted sales of its custom products, cleaning materials, and engineering services. The test interface supplier said the growth was driven by continued strength in high-end semiconductor testing activity.

Column: Compute is no longer the AI bottleneck. Memory is — and suppliers know it

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digitimes.com 2026-07-12

After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.

World Perfluorinated Filter Element for Semiconductor - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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news.google.com 2026-07-12 IndexBox

Thermal Process Systems Market Growth Outlook to 2035: Semiconductor and EV Battery Demand Accelerate - News and Statistics - IndexBox

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www.indexbox.io 2026-07-12 IndexBox

Central New York Forward; Hochul's transportation project with Micron coming - WSTM

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cnycentral.com 2026-07-12 WSTM

VanEck Semiconductor ETF (NASDAQ: SMH) Beats Nvidia Stock With 113% Gain As AI Wave Floods Entire Chip Sector - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-07-12 foreignpolicyjournal.com