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

ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand

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digitimes.com 2026-07-08

South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.

Asia VC leaders call for deeper cross-border tech investment at inaugural regional summit

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digitimes.com 2026-07-08

Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.

Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

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digitimes.com 2026-07-08

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.

China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

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digitimes.com 2026-07-08

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

France-Taiwan tech ties move from talks to factory floor

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digitimes.com 2026-07-08

France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.

Netherlands presses China talks on Nexperia and ASML trade frictions

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digitimes.com 2026-07-08

The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.

National Center for Instrumentation Research helps academia break 2D materials bottleneck

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digitimes.com 2026-07-08

As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.

AI servers squeeze MOSFET supply while PC slump tests power component pricing power

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digitimes.com 2026-07-08

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.

Wolfspeed Files Patent Infringement Lawsuit Against Navitas Semiconductor - 01net

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www.01net.it 2026-07-08 01net

Nasdaq falls sharply as AI worries hit semiconductor stocks - Honolulu Star-Advertiser

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www.staradvertiser.com 2026-07-08 Honolulu Star-Advertiser

Micron’s Upbeat Forecast Lifts SPMO’s Outlook - Trefis

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www.trefis.com 2026-07-08 Trefis

Micron's Upbeat Forecast Lifts SPMO's Outlook - Yahoo Finance

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finance.yahoo.com 2026-07-08 Yahoo Finance