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

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

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digitimes.com 2026-07-06

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.

Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing

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digitimes.com 2026-07-06

As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance.

LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

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digitimes.com 2026-07-06

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

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digitimes.com 2026-07-06

Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.

Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

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digitimes.com 2026-07-06

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.

LG Chem begins first mass supply of semiconductor strippers to Amkor

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digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

Applied Materials Fell 7% Today. Here’s Where the Stock Could Head in 2026 - TIKR.com

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news.google.com 2026-07-06 TIKR.com

Micron (MU) Stock Faces Fresh Scrutiny After Michael Burry Reveals Short Position - simplywall.st

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news.google.com 2026-07-06 simplywall.st

Foreign Investors' Semiconductor Sell-Off Continues, KOSPI Braces for More - 조선일보

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news.google.com 2026-07-06 조선일보

Is Micron Technology Stock Going to $1,500? The Bull Case Is Stronger Than You Think. - AOL.com

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news.google.com 2026-07-06 AOL.com