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

Six-inch SiC substrate price rebounds as supply tightens

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digitimes.com 2026-07-14

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new o

Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

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digitimes.com 2026-07-14

Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx. US$159.14 million) to CNY1.282 billion, as a memory-market super-cycle drives up prices for its DRAM and Flash products, according to a preliminary earnings filing to the Shenzhen Stock Exchange on July 13. That compare

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

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digitimes.com 2026-07-14

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

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digitimes.com 2026-07-14

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years.

UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

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digitimes.com 2026-07-14

United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clus

iST June revenue rose as AI chip validation demand strengthened

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digitimes.com 2026-07-14

Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based chip validation and analysis provider said the result reflected stronger demand tied to AI chip validation and a spillover effect from capacity constraints at packaging and testing plants.

AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples

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digitimes.com 2026-07-14

All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an industry-wide upcycle rather than gains concentrated in a single segment.

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

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

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digitimes.com 2026-07-14

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Timesreported the move, citing three people familiar with the matter.

South Korea exports top US$100B in a month, stoking chip dependence fears

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digitimes.com 2026-07-14

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country could exceed US$1 trillion in annual exports this year. While the milestone underscores the strength of South Korea's export sector, it has also renewed debate over the economy's growing dependence on semiconductors.

Analysis: Why Meta's AI strategy sparked a market misread

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digitimes.com 2026-07-14

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.

Rambus unveils DDR5 9600 chipset for next-generation AI servers

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digitimes.com 2026-07-14

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.

Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

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digitimes.com 2026-07-14

As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

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digitimes.com 2026-07-14

Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than

Undercovered Dozen: SK Hynix, Reddit, Austal, Netlist, And More - Seeking Alpha

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news.google.com 2026-07-14 Seeking Alpha

NVIDIA Ising Decoding Cuts Color Code Logical Error Rates by Over 300X | NVIDIA Technical Blog - NVIDIA Developer

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news.google.com 2026-07-14 NVIDIA Developer

Texas Instruments Inc Stock (TXN) Moved Down by 3.93% on Jul 13: Key Drivers Unveiled - TradingKey

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news.google.com 2026-07-14 TradingKey

Applied Materials: The Picks-and-Shovels Play in an AI Era Will Continue to Trend Higher - Barchart.com

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news.google.com 2026-07-14 Barchart.com