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

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by the chip designer on the virtualization platform VMware.

Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem

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digitimes.com 2026-07-16

CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker is using the capital market to connect semiconductor suppliers, AI cloud providers, device brands, automakers, and state-backed investors, reinforcing a domestic memory ecosystem.

Chip inflation drives phone prices higher, clouds 2027 demand

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digitimes.com 2026-07-16

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou

Samsung may scale back foldable storage upgrades as memory costs rise

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digitimes.com 2026-07-16

Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South Korean company will likely cut its "free storage upgrade" offer from a full double-capacity boost to a subsidy covering only half the price gap between the 256GB and 512GB versions.

Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global

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digitimes.com 2026-07-16

South Korean prosecutors have opened a criminal front in a widening international investigation into alleged price-fixing of the small but critical chips that link AI processors to high-speed memory, raiding the local operations of three global suppliers on July 15.

India trims chip subsidies but widens their reach as it courts electronics supply chain away from China

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digitimes.com 2026-07-16

India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes electronics manufacturing: learner-per-project chip subsidies spread across a much broader slice of the value chain, paired with a new smartphone scheme designed to reward domestic components and homegrown brands rather than assembly alone. The twin moves signal a shift from simply attracting fabs

MCU lead times stretch, but industry holds the line against a pandemic-style order rush

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digitimes.com 2026-07-16

Microcontrollers (MCUs), widely used across industrial automation, medical devices, and consumer electronics, are experiencing longer delivery times as both wafer fabrication and semiconductor packaging lead times continue to extend. Industry suppliers said customers accelerated orders and pulled in shipments during the first half of 2026 amid rising prices across the supply chain, with urgent ord

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

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digitimes.com 2026-07-16

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed

Taiwan power device makers gain from automotive inventory buildup and order shifting

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digitimes.com 2026-07-16

Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid shortages. Rebounding demand from 3C end markets is also expected to support revenue in the second half of 2026.

ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power

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digitimes.com 2026-07-16

An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that

Japan's enterprises and startups adopt Nvidia open models for specialized AI

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digitimes.com 2026-07-16

Japan's companies and research institutions are turning to Nvidia's Nemotron open models to build AI tailored to local language, industry, and public-sector needs. The move highlights how open, customizable systems may shape national AI strategies far beyond Japan, affecting productivity, service delivery, and data control worldwide.

Analog Devices stock steadies on its analog chip focus - Ad-hoc-news.de

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www.ad-hoc-news.de 2026-07-16 Ad-hoc-news.de

ASML Stock 12‑Month Price Target Raised to $2156.57, Implies 21% Upside - TradingView

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www.tradingview.com 2026-07-16 TradingView

The $30,000 Wafer: Why TSMC Never Has to Cut Its Price - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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drrobertcastellano.substack.com 2026-07-16 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Prediction: This Will Be Nvidia's Stock Price by 2028 - The Motley Fool

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www.fool.com 2026-07-16 The Motley Fool