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

Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging

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digitimes.com 2026-07-06

Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.

NXP chief says robots need autonomous computing to move beyond remote control

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digitimes.com 2026-07-06

As physical AI and robotics spread globally, NXP CEO Rafael Sotomayor said robots will only reach commercial scale if they can think and act independently. For international industries, that shift could determine whether factory automation, humanoids, and smart machines become practical tools or remain costly demonstrations.

Phison says AI demand could erase NAND memory's boom-and-bust cycle

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digitimes.com 2026-07-06

AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.

China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

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digitimes.com 2026-07-06

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing architecture, high-end talent, and ecosystem control.

Jim Keller startup Fab2 targets small-fab mass production

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digitimes.com 2026-07-06

Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom's Hardware, Fab2's core idea is a "fab fab": it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles t

LG Chem begins first mass supply of semiconductor strippers to Amkor

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digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

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digitimes.com 2026-07-06

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand

China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

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digitimes.com 2026-07-06

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

India roundup: India accelerates semiconductor ambitions through policy and global partnerships

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digitimes.com 2026-07-06

India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts to strengthen resilient supply chains and expand domestic electronics production despite infrastructure challenges and rising component costs amid intensifying global competition.

Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding round

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digitimes.com 2026-07-06

Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.

Applied Materials Fell 7% Today. Here’s Where the Stock Could Head in 2026 - TIKR.com

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news.google.com 2026-07-06 TIKR.com

Micron (MU) Stock Faces Fresh Scrutiny After Michael Burry Reveals Short Position - simplywall.st

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news.google.com 2026-07-06 simplywall.st

Foreign Investors' Semiconductor Sell-Off Continues, KOSPI Braces for More - 조선일보

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news.google.com 2026-07-06 조선일보

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - AOL.com

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news.google.com 2026-07-06 AOL.com