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

GlobalWafers says wafer demand is improving as chip cycle heals

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digitimes.com 2026-07-09

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

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digitimes.com 2026-07-09

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Memory costs slash low-end phone output and pressure PA shipments

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digitimes.com 2026-07-09

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

Samsung eyes broader Exynos 2700 use in Galaxy S27

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digitimes.com 2026-07-09

Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end

Latin America and the Caribbean Texas-Instruments - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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www.indexbox.io 2026-07-09 IndexBox

SK Hynix hits Nasdaq July 10. SKUU and SKDD are expected to launch on July 13. - markets.businessinsider.com

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markets.businessinsider.com 2026-07-09 markets.businessinsider.com

YieldMax Semiconductor ETF offers steady income amid volatile chip market after SOXX's recent 20% drop. - Pluang

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pluang.com 2026-07-09 Pluang

Semiconductor stocks drop sharply after hitting record highs, raising valuation concerns. After a strong run driven by artificial intelligence demand, semiconductor stocks have started to decline. The PHLX Semiconductor Index fell 4.7%, dropping below its 50-day moving average for the first time since April. The iShares Semiconductor ETF ... Market News Bearish · 1 day ago

Semiconductor ETF Chip Market Yield Market Volatility AI Demand Semiconductor Index Investment Strategy Financial Product

Texas Instruments (TXN) Rises As Market Takes a Dip: Key Facts - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-09 Yahoo Finance UK

Texas Instruments (TXN) Rises As Market Takes a Dip: Key Facts - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

ON Semiconductor Corp. (ON) Increases Despite Market Slip: Here's What You Need to Know - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

ASML (ASML) Gains As Market Dips: What You Should Know - Yahoo Finance Singapore

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