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

D-Link DCF-141 GaN Charger Review: The Charger Drawer Killer - CyberShack

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cybershack.com.au 2026-07-03 CyberShack

Dongwu Securities: AI computing power drives demand for HBM, spurring new requirements for testing equipment and accelerating breakthroughs by domestic equipment manufacturers. - Moomoo

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www.moomoo.com 2026-07-03 Moomoo

How TSMC quietly turned its supply chain into a 'second fleet'

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digitimes.com 2026-07-03

TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s

Chinese power chip price hikes lift Taiwanese suppliers

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digitimes.com 2026-07-03

Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.

India and Japan deepen economic security ties at New Delhi summit

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digitimes.com 2026-07-03

Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.

Kioxia begins sample shipments of 10th-generation flash memory

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digitimes.com 2026-07-03

Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.

Intel takes aim at TSMC's CoWoS lead with EMIB-T

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digitimes.com 2026-07-03

As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.

South Korea bets on southwest semiconductor cluster, but key hurdles remain

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digitimes.com 2026-07-03

South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de

Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

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digitimes.com 2026-07-03

Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

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digitimes.com 2026-07-03

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.

Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

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digitimes.com 2026-07-03

With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has

Renesas trims chip portfolio to focus on AI servers and EVs

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digitimes.com 2026-07-03

Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.

AI server PMIC demand drives spillover orders for Taiwan chip designers

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digitimes.com 2026-07-03

Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.

Micron Just Delivered Massive News for Shareholders - Yahoo Finance

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finance.yahoo.com 2026-07-03 Yahoo Finance

Micron Just Delivered Massive News for Shareholders - The Motley Fool

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www.fool.com 2026-07-03 The Motley Fool

Why Camtek (CAMT) Is Down 7.5% After Securing $105 Million In New AI-Linked Orders - simplywall.st

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simplywall.st 2026-07-03 simplywall.st

Trump bought Apple, Nvidia and other tech giants before tariff reversal fueled rebound - CNBC

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www.cnbc.com 2026-07-03 CNBC