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

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

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digitimes.com 2026-07-16

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

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digitimes.com 2026-07-16

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations, underscoring sustained demand for AI and high-performance computing (HPC) chips.

Chip inflation drives phone prices higher, clouds 2027 demand

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digitimes.com 2026-07-16

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou

Taiwan power device makers gain from automotive inventory buildup and order shifting

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digitimes.com 2026-07-16

Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid shortages. Rebounding demand from 3C end markets is also expected to support revenue in the second half of 2026.

CXMT outspends all peers on R&D as a share of revenue, IPO filing shows

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digitimes.com 2026-07-16

Across almost every competitive metric disclosed in its STAR Market IPO prospectus, Changxin Memory Technologies (CXMT) trails the established leaders of the global DRAM industry. There is one conspicuous exception: the share of revenue the company devotes to research and development has exceeded every peer in the comparison group for three consecutive years — and by a wide margin.

C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers

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digitimes.com 2026-07-16

TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies threaten TSMC's advanced packaging business, and that the company should be extracting windfall margins from its dominant market position.

Japan's enterprises and startups adopt Nvidia open models for specialized AI

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digitimes.com 2026-07-16

Japan's companies and research institutions are turning to Nvidia's Nemotron open models to build AI tailored to local language, industry, and public-sector needs. The move highlights how open, customizable systems may shape national AI strategies far beyond Japan, affecting productivity, service delivery, and data control worldwide.

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

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digitimes.com 2026-07-16

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

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digitimes.com 2026-07-16

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the optical module segment showed the sharpest slowdown of any sector tracked and revealed a widening gap between winners and laggards within its own ranks.

Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global

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digitimes.com 2026-07-16

South Korean prosecutors have opened a criminal front in a widening international investigation into alleged price-fixing of the small but critical chips that link AI processors to high-speed memory, raiding the local operations of three global suppliers on July 15.

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

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digitimes.com 2026-07-16

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed its Blackwell-generation chips and software across the country's research labs, banks, hospitals, factories, and automakers. The breadth signals that Japan is being positioned as a full "AI ecosystem" for Nvidia, not a single-sector customer. It's a hedge that spread

TSMC's second-quarter profit seen hitting record on AI boom - Reuters

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www.reuters.com 2026-07-16 Reuters

TSMC's second-quarter profit seen hitting record on AI boom - Yahoo Finance

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finance.yahoo.com 2026-07-16 Yahoo Finance

The Hillsboro Gambit is Real: ASML and Intel Confirm Our Secret Weapon is Shipping from Ronler Acres - The Hillsboro Herald

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hillsboroherald.com 2026-07-16 The Hillsboro Herald

Verkada touts better security camera image search with NVIDIA tools - Facilities Dive

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www.facilitiesdive.com 2026-07-15 Facilities Dive