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

Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO

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digitimes.com 2026-07-16

Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon photonics (SiPh) and Co-Packaged Optics (CPO). Benjamin Hein, CEO Electronics and Executive Board member at Merck, said advanced packaging materials are poised to outgrow front-end process materials and the broader mate

CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

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digitimes.com 2026-07-16

CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's technology path. For readers worldwide, the listing signals both greater supply competition and a potential shift in where next-generation memory innovation develops.

Sakana AI Teams With NVIDIA to Advance Open Model Innovation from Japan - Sakana AI

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sakana.ai 2026-07-15 Sakana AI

Plano-Based Diodes to Acquire San Diego’s ElevATE Semiconductor for $250M - Dallas Innovates

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dallasinnovates.com 2026-07-15 Dallas Innovates

Canadian simulation software innovator seeks to drive expansion into Korea’s chip market - Electronic Products & Technology

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www.ept.ca 2026-07-15 Electronic Products & Technology

EPC to Showcase GaN Power Innovation at Tech Taipei Power 2026 - EIN News

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www.einnews.com 2026-07-15 EIN News

AI image sensor chip makers accelerate shift to algorithms, modules

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digitimes.com 2026-07-15

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and P

Oregon team of nearly 100 partners awarded NSF Regional Innovation Engine Award, set up to receive up to $160 million to grow state’s semiconductor industry - Oregon State University

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news.google.com 2026-07-15 Oregon State University

Onto Innovation vs. Camtek: Which Inspection Stock is a Smarter Buy? - TradingView

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news.google.com 2026-07-14 TradingView

Racepoint Bolsters Embedded Tech Practice with RISC-V Innovator MIPS - itemonline.com

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www.itemonline.com 2026-07-14 itemonline.com

Racepoint Bolsters Embedded Tech Practice with RISC-V Innovator MIPS - Business Wire

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news.google.com 2026-07-14 Business Wire

TASC reshuffles management as PASC targets 2027 Taiwan Innovation Board listing

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digitimes.com 2026-07-14

Taiwan-Asia Semiconductor (TASC) has announced senior management changes at its group companies as ProAsia Semiconductor (PASC) prepares for a Taiwan Innovation Board listing, now expected in the first or second quarter of 2027. The overhaul is aimed at meeting listing requirements on corporate governance, independence, and the rule that senior executives cannot hold concurrent cross-company roles

Is Onto Innovation Gaining From Rising AI Semiconductor Demand? - TradingView

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news.google.com 2026-07-13 TradingView

ZEISS Opens Semiconductor Innovation Center in Yongin to Support Korean Chipmakers - thelec.net

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news.google.com 2026-07-13 thelec.net

Chinese state-owned firms set up chip funds for long-term innovation - South China Morning Post

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news.google.com 2026-07-12 South China Morning Post

Is Nova’s New Advanced-Packaging Tool-of-Record Win Reshaping The Investment Case For Nova (NVMI)? - simplywall.st

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news.google.com 2026-07-12 simplywall.st