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

TSMC's AI bottleneck spills demand across the semiconductor supply chain

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digitimes.com 2026-07-07

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac

AI Boom Powers Infineon's US$5.69bn Smart Power Fab - AI Magazine

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news.google.com 2026-07-07 AI Magazine

Samsung and SK Hynix spending big on chip fabs - Blocks & Files

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news.google.com 2026-07-06 Blocks & Files

Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain - The Futurum Group

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news.google.com 2026-07-06 The Futurum Group

Infineon opens Dresden semiconductor fab ahead of schedule - Engineering.com

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news.google.com 2026-07-06 Engineering.com

Infineon opens Smart Power Fab in Dresden to strengthen global semiconductor production - Telecompaper

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news.google.com 2026-07-06 Telecompaper

Infineon Opens World’s Largest Power Semiconductor Fab in Dresden - Bisinfotech

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news.google.com 2026-07-06 Bisinfotech

[News] Micron Breaks Ground on Hiroshima Fab Expansion, Scaling 1γ DRAM and HBM Output as Equipment Set for 2H28 - TrendForce

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news.google.com 2026-07-06 TrendForce

Micron breaks ground on $9bn Hiroshima fab expansion - Electronics Weekly

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news.google.com 2026-07-06 Electronics Weekly

Infineon Opens World’s Largest Smart Power Semiconductor Fab in Dresden - EE Times Asia

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news.google.com 2026-07-06 EE Times Asia

Jim Keller startup Fab2 targets small-fab mass production

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digitimes.com 2026-07-06

Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom's Hardware, Fab2's core idea is a "fab fab": it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles t

Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging

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digitimes.com 2026-07-06

Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.

Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

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digitimes.com 2026-07-06

Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.

Infineon’s Twin Levers for Growth: Early Dresden Fab and ams OSRAM Sensor Deal - AD HOC NEWS

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news.google.com 2026-07-06 AD HOC NEWS

Jim Keller's startup is building a factory to mass-produce small semiconductor fabs

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tomshardware.com 2026-07-05 Luke James

Atomic Semi, the semiconductor tooling startup founded by chip architect Jim Keller and DIY fabrication pioneer Sam Zeloof, has rebranded as Fab2.

Semiconductor Manufacturing Startup Company Chip Design Fab2 Small-Scale Production Electron Beam Lithography Chip Prototyping Texas Fab

Is Infineon Technologies (XTRA:IFX) Fully Valued Following Its Smart Power Fab Opening? - simplywall.st

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news.google.com 2026-07-05 simplywall.st

Super Precision Bearings Market Forecast Points Higher Toward 2035, Driven by Semiconductor Fab Expansion - IndexBox