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

Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

0.95

digitimes.com 2026-07-06

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

0.92

digitimes.com 2026-07-06

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co

Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

0.92

digitimes.com 2026-07-06

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.

LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

0.92

digitimes.com 2026-07-06

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand

Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant

0.92

digitimes.com 2026-07-06

Greatek Electronics, a subsidiary of memory packaging and testing provider Powertech Technology (PTI), has approved the acquisition of On Semiconductor SSMP Philippines, a packaging and testing services company under the On Semiconductor (Onsemi) group, using internal funds. The acquisition aims to strengthen the group's overseas operational footprint and improve its global customer service capabi

UMC posts record first-half revenue and plans selective price hikes in second half

0.95

digitimes.com 2026-07-06

United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters.

South Korea's chip hub push, led by Samsung, SK, draws KRW896 trillion — and a market selloff

0.95

digitimes.com 2026-07-06

SK Group, Samsung Electronics, and Amkor will invest a combined KRW896 trillion (US$585.2 billion) to build South Korea's second major semiconductor production base in the country's southwest, the industry ministry said.

Aixtron's Two-Speed Engine: Optoelectronics Boom Masks SiC Strain as Shares Rebound 9% - AD HOC NEWS

0.88

news.google.com 2026-07-05 AD HOC NEWS

World Semiconductor Microelectronics - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

0.95

www.indexbox.io 2026-07-04 IndexBox

Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock

0.92

digitimes.com 2026-07-04

South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.

Samsung and SK Hynix seek substrate price cuts for the second half of 2026

0.92

digitimes.com 2026-07-04

Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.

China's CR Micro raises power chip prices as Chinese suppliers push fresh hikes

0.92

digitimes.com 2026-07-04

China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.

AAOI Stock Falls 17% but Still Outpaces Nvidia by 200% - Applied Optoelectronics (NASDAQ:AAOI) - Benzinga

0.85

www.benzinga.com 2026-07-03 Benzinga

SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead - Tom's Hardware

0.95

www.tomshardware.com 2026-07-03 Tom's Hardware

Infineon China pushes back after GaN products removed at Shanghai electronics show - digitimes

0.92

www.digitimes.com 2026-07-03 digitimes

Currys warns AI-driven chip shortage will push up electronics prices - MSN

0.89

www.msn.com 2026-07-03 MSN