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

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.

Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies

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digitimes.com 2026-07-10

Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.

TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

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digitimes.com 2026-07-10

TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly output will reach at least 200,000 wafers in 2027. Equipment makers are still waiting for TSMC to finalize order allocation, a delay that is raising fears of price-cutting competition and delivery delays, as lead times run at least seven to nine months.

SK Hynix’s U.S. Listing Will Test Wall Street’s Appetite For Turbulent Memory Stocks - Investopedia

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www.investopedia.com 2026-07-10 Investopedia

SK Hynix’s U.S. Listing Will Test Wall Street’s Appetite For Turbulent Memory Stocks - Yahoo Finance

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finance.yahoo.com 2026-07-10 Yahoo Finance

Nvidia Bears Add to Wagers as Competition Threatens Its Dominance: Short Seller Tracker - Moomoo

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www.moomoo.com 2026-07-09 Moomoo

Wolfspeed sues competitor over patents - The Business Journals

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www.bizjournals.com 2026-07-09 The Business Journals