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

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer plant in South Korea, Newsisreported, as the company ramps up supplies of 300mm silicon wafers used to manufacture advanced memory chips.

ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates

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digitimes.com 2026-07-15

Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

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digitimes.com 2026-07-15

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating

TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

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digitimes.com 2026-07-15

TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm, has emerged from stealth with US$43 million in early-stage funding to help companies develop custom AI chips through an open, chiplet-based approach.

AI image sensor chip makers accelerate shift to algorithms, modules

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digitimes.com 2026-07-15

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and P

Samsung has yet to receive HBM4 volume-production order from Nvidia, Dealsite reports

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digitimes.com 2026-07-15

Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsitereported, citing semiconductor industry sources.

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

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digitimes.com 2026-07-15

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.

China plans to let top AI firms buy limited NVIDIA Corporation (NVDA) H200 chips, the Information reports - Yahoo Finance

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finance.yahoo.com 2026-07-15 Yahoo Finance

Bosch Awarded $225M in CHIPS Funds for U.S. Semiconductor Production - Design and Development Today

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www.designdevelopmenttoday.com 2026-07-15 Design and Development Today

Commerce Finalizes $225M CHIPS Award to Bosch - MeriTalk

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www.meritalk.com 2026-07-15 MeriTalk

US allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips

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tomshardware.com 2026-07-15 Bruno Ferreira