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

Texas Instruments India reports 33% rise in women seeking semiconductor career exposure through its WiSH program - CXOToday.com

0.92

cxotoday.com 2026-07-16 CXOToday.com

Texas Instruments India reports 33% rise in women seeking semiconductor career exposure through its WiSH program - ELE Times

0.92

www.eletimes.ai 2026-07-16 ELE Times

AI Infrastructure Stocks With Real Revenue Exposure From Marvell AMD And SK Hynix - simplywall.st

0.92

simplywall.st 2026-07-16 simplywall.st

CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

0.92

digitimes.com 2026-07-16

CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's technology path. For readers worldwide, the listing signals both greater supply competition and a potential shift in where next-generation memory innovation develops.

AI demand-driven memory crunch leaves smart cars exposed

0.92

digitimes.com 2026-07-16

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity is diverted toward data centers. Smart cars are among the hardest hit, and in China, where smart car adoption is rising quickly, automakers face sharper shortages, pricier components, and margin pressure.

Direxion ETF strategist talks new product providing 2X daily SK Hynix exposure - qz.com

0.92

qz.com 2026-07-16 qz.com

Direxion Daily SK Hynix Bull 2X ETF (SKHL) Offers Traders 2X Daily Exposure to the HBM Leader - TipRanks

0.85

www.tipranks.com 2026-07-15 TipRanks

Direxion Launches SKHL, 2X Daily Exposure to SK hynix - PR Newswire

0.9

www.prnewswire.com 2026-07-15 PR Newswire

Nvidia Starts H200 AI Chip Shipments to China as US Approves Limited Exports - Yahoo Finance

0.85

finance.yahoo.com 2026-07-15 Yahoo Finance

Key facts: ASML Q2 Tops; High‑NA EUV on Intel 18A; Export Impact - TradingView

0.92

www.tradingview.com 2026-07-15 TradingView

US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

0.92

digitimes.com 2026-07-15

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asiaanalysis of customs data and related reporting.

CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

0.95

digitimes.com 2026-07-15

CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.

China's 1H26 IC exports jump 96% on AI hardware demand

0.95

digitimes.com 2026-07-15

China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration of Customs said on July 14 that IC exports reached US$177.28 billion in the first half of 2026, up 96.1% year-over-year.

US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals - South China Morning Post

0.92

www.scmp.com 2026-07-15 South China Morning Post

China claims chip exports nearly doubled to $177 billion in the first half of 2026 as memory prices surged

0.92

tomshardware.com 2026-07-14 Luke James

The Chinese customs administration attributed the surge to global demand for AI hardware.

chip exports semiconductor trade memory price surge China semiconductor industry AI hardware demand export growth DRAM market chip manufacturing

A new ETF offers 2x daily SK hynix exposure at a 0.50% expense ratio - Stock Titan

0.92

news.google.com 2026-07-14 Stock Titan

Nvidia Tightens Asian Customer Approvals as US Chip Export Controls Intensify (NVDA) - Yahoo Finance