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

LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

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digitimes.com 2026-06-15

LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.

South Korea's chip equipment players ride the HBM4 wave

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digitimes.com 2026-06-15

South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con

Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

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digitimes.com 2026-06-15

Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.

CoPoS and FOPLP accelerate as Manz delivers its first 310mm electrochemical deposition equipment

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digitimes.com 2026-06-15

Equipment maker Manz recently announced the successful delivery of the world's first 310mm x 310mm panel-level packaging (PLP) electrochemical deposition (ECD) mass-production tool, further expanding its footprint in advanced packaging process equipment and demonstrating integrated capabilities spanning in-house R&D, process and system integration, and mass-production deployment.

Venom AI Launches a Live Mentor That Turns AI Conversations Into Real Products - The National Law Review

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news.google.com 2026-06-15 The National Law Review

Nvidia's RTX Spark is built for AI and creators, not gamers — and that's the whole point - MakeUseOf

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news.google.com 2026-06-15 MakeUseOf

World Pellicle Beam Splitters - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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news.google.com 2026-06-15 IndexBox

Camtek (CAMT) Is Up 17.7% After Landing US$105 Million In AI-Focused HBM Orders – Has The Bull Case Changed? - simplywall.st

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simplywall.st 2026-06-14 simplywall.st

United States/Semiconductors/NasdaqGM:CAMT Camtek (CAMT) Is Up 17.7% After Landing US$105 Million In AI-Focused HBM Orders – Has The Bull Case Changed? June 14, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link Earlier this month, Camtek Ltd. reported securing over US$105,000,000 in multi-system orders tied to AI applications from a tier-1 OSAT and an HBM customer, with deliveries sc

Semiconductor Equipment HBM Orders AI Chips Camtek Advanced Packaging Wafer Inspection Semiconductor Supply Chain Investment Analysis

‘The cost of compute is far beyond the costs of the employees’: Nvidia exec says right now AI is more expensive than paying human workers - Fortune

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fortune.com 2026-06-14 Fortune

Recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already be happening. Meta announced in a memo earlier this year it plans to lay off 10% of its workforce, about 8,000 employees, as well as scrap plans to hire for 6,000 open positions. It’s part of an effort to “run the company more efficiently and to allow us to offset the other investmen

Artificial Intelligence Computing Costs Technology Industry Layoffs AI Economics Corporate Budgeting Data Processing Tech Investment

Amazon says its data centers consume only 0.075% of the water Americans use for watering their lawns and gardens

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tomshardware.com 2026-06-14 Jowi Morales

Amazon says that it uses 2.5 billion gallons of water annually for data center cooling but compares it to the 3.3 trillion gallons of water used for watering lawns and gardens in the U.S. every year.

Data Centers Water Management Artificial Intelligence Sustainability Environmental Technology Water Efficiency Data Center Construction Climate Impact

Computer History Museum recalls ‘astonishing’ retro haul recovered from abandoned German warehouse — over 2,000 artifacts spanning the 1930s to 1980s required seven tractor-trailers after a WWII bomb scare

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tomshardware.com 2026-06-14 Mark Tyson

The Computer History Museum recalls one of its biggest ever retro treasure troves. This ‘astonishing’ haul was rescued from an abandoned warehouse in the town of Castrop-Rauxel, Germany.

Computer History Museum Germany World War II artifacts Retro computing Digital heritage Museum collection Electronics Data storage

Researchers recycle old phones and cluster them into ‘computing platforms’

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tomshardware.com 2026-06-14 Jowi Morales

This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.

Semiconductor Industry Phone Recycling Data Centers Computing Platforms E-Waste Artificial Intelligence Green Computing Embedded Systems

Snapmaker launches $150,000 Innovation Fund for open source 3D printing

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tomshardware.com 2026-06-14 Denise Bertacchi

Snapmaker celebrates 10 years in business by sponsoring open-source developers and you.

3D Printing Open Source Innovation Fund Snapmaker U1 Tool Changer OrcaSlicer Moonraker Klipper

Texas Instruments Incorporated $TXN Stake Increased by Epoch Investment Partners Inc. - MarketBeat

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