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

Intel is considering SK Hynix as a potential partner to help operate its delayed Ohio semiconductor project, Semafor reported, after the South Korean memory maker formally denied pursuing an acquisition of the site.

Trumpf builds EUV moat with 40 years of chip tech

0.92

digitimes.com 2026-07-24

AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key supplier of CO2 laser light sources for ASML's EUV exposure tools, says its EUV technology was the result of more than 40 years of sustained R&D and more than 20 years of collaboration with ASML to industrialize EUV.

German chip suppliers deepen ties with Samsung, SK Hynix

0.92

digitimes.com 2026-07-24

Germany's Merck KGaA, TRUMPF and ZEISS are deepening their ties with South Korea's semiconductor industry amid large-scale investment in advanced chip production.

India's chip plants face harder test: finding repeat customers.

0.92

digitimes.com 2026-07-24

India's first major semiconductor customers are likely to come through existing global supply chains rather than domestic electronics brands immediately replacing imported components, according to analysts.

China's AI chip share tops 50%, but Nvidia still rules frontier training

0.95

digitimes.com 2026-07-24

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor, Cambricon and Hygon a larger role in a market once dominated by Nvidia.

Huawei founder endorses Tau Law as sole path for post-Moore chip development

0.95

digitimes.com 2026-07-24

Huawei founder Ren Zhengfei has publicly endorsed the company's τ (tau) Law as Huawei's sole technological path for advancing semiconductor development, underscoring six years of sustained investment in the approach. Rather than attempting to disrupt the existing semiconductor industry, Ren said the initiative aims to establish a sustainable path for chip evolution amid restrictions on access to l

Amkor, Nvidia widen AI packaging partnership as US capacity expands

0.92

digitimes.com 2026-07-24

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms. The agreement includes a prepayment from Nvidia to support expanded US capacity, highlighting how global demand for AI infrastructure is reshaping supply chains and manufacturing priorities worldwide.

Arizona lures chip boom with three key advantages

0.95

digitimes.com 2026-07-24

As TSMC expands its investment in Arizona to US$265 billion, the global semiconductor supply chain is accelerating its move into the state, transforming the long-known "Sunshine State" into a new US hub for semiconductors and AI. Arizona has also become a focal point for companies looking to tap into the next wave of growth around advanced manufacturing, data centers, and related services.

Rapidus expands Hokkaido chip hub with packaging and analysis

0.92

digitimes.com 2026-07-24

Rapidus is expanding the semiconductor development and production network around its Chitose, Hokkaido foundry, adding chip analysis and advanced packaging capabilities alongside a front-end pilot line for 2nm logic chips.

Mitsubishi Electric seeks September deal on power-chip merger with Toshiba, ROHM

0.95

digitimes.com 2026-07-24

Mitsubishi Electric is seeking an agreement with Toshiba and ROHM by September on combining semiconductor operations centered on power devices, as the three Japanese suppliers negotiate product scope and corporate control while seeking government support.

Samsung to break ground on Onyang HBM expansion in October, targets 2029 production

0.95

digitimes.com 2026-07-24

Samsung Electronics plans to break ground in October 2026 on a KRW 1.3 trillion (approx. US$884 million) expansion of its Onyang semiconductor packaging site in South Korea, targeting high-bandwidth memory (HBM) mass production in May 2029.

AMKR Stock Soars 12% After-Hours — NVIDIA And Amkor Partner In $1.5B Deal To Boost Semiconductor Packaging - TradingView

0.95

www.tradingview.com 2026-07-24 TradingView

AMKR Stock Soars 12% After-Hours — NVIDIA And Amkor Partner In $1.5B Deal To Boost Semiconductor Packaging - Stocktwits

0.95

stocktwits.com 2026-07-24 Stocktwits

AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On - 24/7 Wall St.

0.88

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

AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On - Yahoo Finance

0.92

finance.yahoo.com 2026-07-24 Yahoo Finance