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

South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.

National Center for Instrumentation Research helps academia break 2D materials bottleneck

0.92

digitimes.com 2026-07-08

As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.

ELAN revenue hit the top of forecast as notebook and AI products gained traction

0.92

digitimes.com 2026-07-08

ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.

Novatek beats second-quarter revenue guidance on strong customer stockpiling

0.92

digitimes.com 2026-07-08

Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.

China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

0.92

digitimes.com 2026-07-08

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

Onsemi to divest two chip facilities as part of global cost-cutting initiative - The Business Journals

0.92

www.bizjournals.com 2026-07-08 The Business Journals

A Circuit Board Problem Just Delayed Nvidia's Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout - 24/7 Wall St.

0.95

247wallst.com 2026-07-08 24/7 Wall St.

A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout - Yahoo Finance

0.95

finance.yahoo.com 2026-07-08 Yahoo Finance

Micron’s Ford deal shows automakers racing to outbid AI for chips - thestreet.com

0.85

www.thestreet.com 2026-07-08 thestreet.com