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

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.

Transcend posts record revenue in 2Q26 on strong demand

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digitimes.com 2026-07-07

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.

Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

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digitimes.com 2026-07-07

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy

Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

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digitimes.com 2026-07-07

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's

PowerCubeSemi Completes First Mass-Production Supply of Power Semiconductors to SpaceX's Starlink - Wowtale

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en.wowtale.net 2026-07-07 Wowtale

How SK Hynix Can Save the AI Rally—or Send Tech Stocks Tumbling Again - Barron's

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www.barrons.com 2026-07-07 Barron's

Hybrid Bonding Was HBM4’s Headline Upgrade, Yet Samsung and SK hynix May Sideline it Over Relaxed JEDEC rules - Wccftech

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news.google.com 2026-07-07 Wccftech

Microsoft 'resets' Xbox by cutting 3,200 jobs this year, divesting five game studios

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tomshardware.com 2026-07-06 Andrew E. Freedman

Xbox CEO Asha Sharma announced that Microsoft's gaming division will cut 3,200 jobs throughout FY27 and is spinning out studios but not canceling any games.

Microsoft Xbox Gaming Industry Job Cuts Studio Divestiture Game Development Gaming Platform Corporate Restructuring

Micron’s stock gains, signaling a ‘return to optimism’ about the chip sector - MarketWatch

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news.google.com 2026-07-06 MarketWatch

SQC Adds Cadence Veteran To Lead Legal, Governance Scaling - Quantum Zeitgeist

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news.google.com 2026-07-06 Quantum Zeitgeist

Artificial Intelligence (AI) Stocks Are Selling Off, But Taiwan Semiconductor Is Holding Strong. Is It the Ultimate AI Stock? - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

Artificial Intelligence (AI) Stocks Are Selling Off, But Taiwan Semiconductor Is Holding Strong. Is It the Ultimate AI Stock? - The Motley Fool

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