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

AI fuels OSAT pricing power as chip packaging orders fill through 2027

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digitimes.com 2026-07-01

Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus

SK Hynix talent hunt targets HBM's next frontiers while drawing Samsung employees' attention

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digitimes.com 2026-07-01

SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found

South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem

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digitimes.com 2026-07-01

South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.

Taiwan starts collecting carbon fee, with highest amount from semiconductor firms

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digitimes.com 2026-07-01

Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.

Micron CEO on memory chip shortage: Customers' aggressive price pressure has led to insufficient capacity investment. - 富途牛牛

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news.futunn.com 2026-07-01 富途牛牛

AI Play And Memory-Chip Maker Micron Among 17 Newcomers To Today's Best Growth Stock Lists - Investor's Business Daily

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www.investors.com 2026-07-01 Investor's Business Daily

AI Play And Memory-Chip Maker Micron Among 17 Newcomers To Today's Best Growth Stock Lists - Investor's Business Daily

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www.investors.com 2026-07-01 Investor's Business Daily

Micron CEO: Customers driving hard bargain on price contributed to memory shortage - CNBC

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www.cnbc.com 2026-07-01 CNBC