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

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.

China's AI chips hit three walls — and bet on 3D memory to break through

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digitimes.com 2026-07-17

China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.

Micron locks in automotive supply agreements as vehicle tech grows smarter

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digitimes.com 2026-07-17

Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm, Visteon, Harman, Joynext, Denso, Astemo, and Hyundai Mobis.

China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

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digitimes.com 2026-07-17

China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia dispute through consultation, China's Ministry of Commerce said July 16.

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

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digitimes.com 2026-07-17

Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add CXMT to its entity list but had not announced it, and that easing US-China tensions, along with reports that Apple had tested CXMT memory and lobbied the US government, had signaled a possible green light and triggere

Texas Instruments Keeps Quarterly Dividend at $1.42 a Share, Payable Aug. 11 to Holders of Record July 31 - marketscreener.com

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www.marketscreener.com 2026-07-17 marketscreener.com

History of Micron: The story behind the computer memory giant - thestreet.com

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www.thestreet.com 2026-07-17 thestreet.com

Inside Micron’s Boise headquarters: The heart of US memory tech - thestreet.com

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www.thestreet.com 2026-07-17 thestreet.com

Onsemi to Announce Second Quarter Financial Results - marketscreener.com

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www.marketscreener.com 2026-07-17 marketscreener.com