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

Sigurd posts record second quarter revenue as Hsinchu plant starts ramping up

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digitimes.com 2026-07-10

Sigurd said its revenue hit a record in the second quarter of 2026 and for the first half of the year, driven by stronger demand from overseas customers. June sales stayed at a high level, while the share of overseas revenue continued to rise as a major foreign client expanded capacity.

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.

JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong

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digitimes.com 2026-07-10

JCET plans to invest about CNY10 billion (approx. US$1.4 billion) in fixed assets in 2026, sharply increasing spending on AI-driven advanced packaging, automotive electronics and selected mainstream packaging capacity while its major Chinese plants run on strong orders.

ASE Holdings posts record 2Q26 revenue, bets US$40M on South Korea as AI packaging demand surges

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digitimes.com 2026-07-10

ASE Holdings posted record second-quarter and first-half 2026 revenue, driven by strong demand for advanced semiconductor packaging and testing, conventional backend services and AI-related applications. June revenue reached its second-highest monthly level on record, while quarterly growth exceeded the company's previous guidance.

China's temporary helium export ban signals fears of a prolonged Middle East supply squeeze

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digitimes.com 2026-07-10

China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.

SK Hynix to debut ADRs on Nasdaq, opening U.S. access to booming memory chip market - Pluang

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pluang.com 2026-07-10 Pluang

ON Semiconductor (ON) Stock Could Be 30% Expensive Following Its $7b AI Deal - simplywall.st

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simplywall.st 2026-07-10 simplywall.st

Infineon Technologies (XTRA:IFX) Wins GaN Patent Case With Import And Sales Bans - simplywall.st

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simplywall.st 2026-07-10 simplywall.st

Did Cadence’s HPE Digital Twin Data Center Push Just Shift Cadence Design Systems' (CDNS) Investment Narrative? - simplywall.st

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simplywall.st 2026-07-10 simplywall.st