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

After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.

Laptops, Phones Get Costlier as AI Fuels Chip Shortage - Arab Times Kuwait News

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news.google.com 2026-07-11 Arab Times Kuwait News

Stock Market Week Ahead: Watching Big Banks, GE, TSMC For Signals - Investor's Business Daily

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www.investors.com 2026-07-11 Investor's Business Daily

Chinese chip start-up launches 8-inch production line pilot for 2D chips - South China Morning Post

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www.scmp.com 2026-07-11 South China Morning Post

Chinese chip start-up launches 8-inch production line pilot for 2D chips - South China Morning Post

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www.scmp.com 2026-07-11 South China Morning Post

ASML Earnings Wednesday: EUV Bookings Will Show Whether the AI Chip Boom Is Sustainable - Tech Times

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www.techtimes.com 2026-07-11 Tech Times

Trump celebrates $250B Micron investment, says America is 'GETTING SHOVELS IN THE GROUND' - Fox Business

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www.foxbusiness.com 2026-07-11 Fox Business

Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development

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digitimes.com 2026-07-11

South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the p

Record chip profits mask a widening divide inside Samsung

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digitimes.com 2026-07-11

Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand are lifting overall earnings, while TVs, home appliances, and other end-device businesses remain under pressure.

Samsung's CXL 3.1 memory delay lays bare Intel, AMD server platform lag

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digitimes.com 2026-07-11

Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components.

Taiwan connector maker Bellwether turns high-current design into patent licensing moat

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digitimes.com 2026-07-11

Bellwether Electronic has evolved from a connector and wire harness manufacturer into a technology developer shaping industry standards and generating patent licensing revenue by focusing on customer challenges in high-current connectors, high-density integration and foolproof connector design, according to Bellwether Electronic chairwoman Hsu Jui-ying, speaking at the Taiwan Venture Capital and P

Apple sues OpenAI over alleged theft of trade secrets

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tomshardware.com 2026-07-11 Andrew E. Freedman

Apple sued OpenAI, including its own former employees, over the theft of trade secrets as both companies build up AI hardware businesses.

Apple OpenAI Trade Secrets Artificial Intelligence Hardware Development Employee Poaching Legal Dispute Intellectual Property

SK Hynix raises $26.5B in largest-ever US share sale by a foreign company - The Business Journals

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www.bizjournals.com 2026-07-11 The Business Journals

Investment expert says SK Hynix debut is a ‘sign’ of market sentiment - Fox Business

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www.foxbusiness.com 2026-07-11 Fox Business

Market Improves With Big Earnings Due; Five Stocks Near Buy Points - Investor's Business Daily