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

LG Innotek expands Vietnam footprint with new IC substrate plant

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digitimes.com 2026-07-10

LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.

TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

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digitimes.com 2026-07-10

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

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digitimes.com 2026-07-10

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first

iPhone 18 A20 Chip Shortage: Apple Faces a Supply Squeeze - WiFi Planet

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wi-fiplanet.com 2026-07-10 WiFi Planet

Onsemi’s Synaptics acquisition could unlock long-term synergies, says Bank of America - Proactive financial news

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www.proactiveinvestors.com 2026-07-10 Proactive financial news

Synthetic Data Generation for Financial AI Research with NVIDIA NeMo | NVIDIA Technical Blog - NVIDIA Developer

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developer.nvidia.com 2026-07-10 NVIDIA Developer

Micron (MU) Commits More Than $250 Billion To US Chip Expansion - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-10 Yahoo Finance UK