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

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

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digitimes.com 2026-07-15

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.

CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

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digitimes.com 2026-07-15

CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.

Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light

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digitimes.com 2026-07-15

Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.

Charts: Taiwan's OSAT sector grows a steady 23.7% YoY in June, but a small player is stealing the spotlight

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digitimes.com 2026-07-15

Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace, but one that masks sharply divergent performance beneath the surface.

South Korea moves to secure power for new chip cluster

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digitimes.com 2026-07-15

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

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digitimes.com 2026-07-15

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales.

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.

JCET forecasts higher first-half profit on AI-driven chip demand

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digitimes.com 2026-07-15

China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending trends that affect supply chains across Asia, the US, and Europe.

[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 - News Radio 1190 KEX

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

Oregon Semiconductor Industry Boost - Z100 Portland

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