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

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.

MEMS Heralds an Overdue Step Change in Switching Technology

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eetimes.com 2026-07-08 Russ Garcia

AI is not only a prime example of technological advancement itself, but it also accelerates the pace of change across multiple industries by helping develop new technologies while enabling existing ones to perform more effectively. However, there is at least one area of industry that historically has not kept up with those advances, and that is electromechanical devices, especially relays and circ

MEMS technology switching technology semiconductor devices AI infrastructure power control electronic systems industrial automation data centers

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.

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.

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

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digitimes.com 2026-07-08

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.

ELAN revenue hit the top of forecast as notebook and AI products gained traction

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digitimes.com 2026-07-08

ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.

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.

Novatek beats second-quarter revenue guidance on strong customer stockpiling

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digitimes.com 2026-07-08

Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.

US International Trade Commission's (US ITC) determination confirmed, banning Innoscience's patent-infringing GaN products from U.S. market - Macau Business

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macaubusiness.com 2026-07-08 Macau Business

Wolfspeed Files Patent Infringement Lawsuit Against Navitas Semiconductor - 01net

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

Samsung Mass Produces Storage Drives for Nvidia’s Vera Rubin - Bloomberg.com

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www.bloomberg.com 2026-07-08 Bloomberg.com

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