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

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

South Korea moves to secure power for new chip cluster

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digitimes.com 2026-07-15

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.

Taiwan's memory sector in June delivers standout performance by a wide margin

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digitimes.com 2026-07-15

Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year — by far the fastest-growing category in Taiwan's entire semiconductor supply chain, dwarfing silicon foundry (~54% year-over-year) and OSAT (~24% year-over-year). The surge reflects the AI/HBM-driven DRAM and NAND pricing

Lenovo says US ThinkBook models do not use YMTC SSDs

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digitimes.com 2026-07-15

Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit dismantled and tested in the report was a German-spec model, not a US version. The company said all notebooks shipped to the US market do not contain SSDs from YMTC, refuting claims that the Chinese supplier had entered

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

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digitimes.com 2026-07-15

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating

Nam Liong posts strong Q2 as high-value materials drive growth

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digitimes.com 2026-07-15

Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first

Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light

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digitimes.com 2026-07-15

Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.

SK Hynix's US-Listed Shares Surge to 51% Premium Over Seoul Stock - Briefs Finance

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www.briefs.co 2026-07-15 Briefs Finance

SK hynix: I'm Not Buying Until Q2 Blows Over (NASDAQ:SKHY) - Seeking Alpha

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seekingalpha.com 2026-07-15 Seeking Alpha

US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals - South China Morning Post

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www.scmp.com 2026-07-15 South China Morning Post

SK Hynix Jumps over 23% as U.S. Gains Kick In - Moomoo

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news.google.com 2026-07-15 Moomoo