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

Chip inflation drives phone prices higher, clouds 2027 demand

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digitimes.com 2026-07-16

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou

Taiwan OSATs expand non-China capacity with US and SEA push

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digitimes.com 2026-07-16

As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China. ASE, SPIL, KYEC, Greatek, and Tong Hsing are all pushing ahead in 2026 to strengthen supply-chain resilience amid geopolitical risk.

Samsung, SK hynix race to make Gwangju memory hub operational within four years

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digitimes.com 2026-07-16

Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts describe the project as a race against time, with an ambitious target of bringing four fabrication plants online within four years. Whether land, power, water, talent, and supply-chain infrastructure can be develo

Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO

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digitimes.com 2026-07-16

Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon photonics (SiPh) and Co-Packaged Optics (CPO). Benjamin Hein, CEO Electronics and Executive Board member at Merck, said advanced packaging materials are poised to outgrow front-end process materials and the broader mate

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

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digitimes.com 2026-07-16

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed

Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

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digitimes.com 2026-07-16

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea's global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation's DRAM output within fi

TSMC eyes record quarter: 2nm ramp drives Q3 guidance above US$44B

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digitimes.com 2026-07-16

TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on the back of accelerating demand for leading-edge chips and the steep ramp-up of its 2-nanometer process technology.

Why Would Nvidia Invest $2 Billion in a Company Helping Build an Alternative to NVLink? - The Motley Fool

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www.fool.com 2026-07-16 The Motley Fool

Qualcomm Might Be a Hot AI Stock Next Year - The Motley Fool

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www.fool.com 2026-07-16 The Motley Fool

Micron executives to speak at KeyBanc tech forum Aug. 10 - Stock Titan

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news.google.com 2026-07-16 Stock Titan

Prediction: This Will Be Nvidia's Stock Price by 2028 - The Motley Fool

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www.fool.com 2026-07-16 The Motley Fool