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

US chip factory buildout faces possible delays as labor shortage nears 157,000 by 2030

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digitimes.com 2026-07-13

A shortage of skilled workers could slow construction of new US semiconductor plants, raise costs, and limit chip output for global markets, according to a new report. The findings suggest the manufacturing push backed by Washington's CHIPS Act may depend on sustained funding and closer industry cooperation to avoid bottlenecks.

India roundup: India's chip strategy tests its ability to build a competitive ecosystem

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digitimes.com 2026-07-13

India is moving from semiconductor planning to execution, using funding, tariff changes, foreign investment approvals, and regional development efforts to build a broader electronics ecosystem beyond assembly.

Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves

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digitimes.com 2026-07-13

A push by Infineon for TSMC to expand further in Dresden could reshape Europe's role in advanced chipmaking and ripple through the supply chains of automakers, industrial firms, and device makers worldwide. The remarks also hint at how shifting global demand could influence where next-generation semiconductors get built.

Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

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digitimes.com 2026-07-13

Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components. Companies traditionally focused on powertrain, transmission, and safety systems are leveraging decades of manufacturing expertise to secure positions in semicon

China Life commits US$700M to semiconductor fund under Beijing's patient capital strategy

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digitimes.com 2026-07-13

China Life Insurance Company Limited plans to invest CNY4.999 billion (US$697 million) in a new CNY5 billion semiconductor private equity fund, extending Beijing's effort to direct long-term insurance capital into strategic chip technologies.

MA-tek hits record June revenue on rising AI chip testing demand, CPO complexity

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digitimes.com 2026-07-13

Semiconductor testing company Materials Analysis Technology (MA-tek) reported June 2026 revenue of NT$558 million (approx. US$17.41 million), up 2.56% from May and 11.01% year over year, marking a record high for four consecutive months. Second-quarter 2026 revenue reached NT$1.64 billion, a record high for a single quarter, while first-half 2026 revenue totaled NT$3.07 billion, an increase of 17.

India opens first CMP pad technology hub in Hyderabad

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digitimes.com 2026-07-13

India's first Chemical Mechanical Polishing pad technology hub could help reshape semiconductor supply chains far beyond the country. The new Hyderabad facility aims to build local chipmaking capabilities, reduce dependence on imports, and deepen India's role in a sector that supports electronics production worldwide, from phones to data centers.

Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

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digitimes.com 2026-07-13

AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at the centre of this week's tech agenda.

Trump admin reportedly urged Apple to procure chips from Intel in exchange for dropping tariffs

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digitimes.com 2026-07-13

Reports have emerged that Apple may have managed to avoid 100% tariffs imposed by US President Donald Trump, partly by agreeing to partner with Intel to manufacture its chips. While Apple could benefit from expanding its chip suppliers, the episode also shows the power of Intel's government backing as the US seeks to reshore its semiconductor industry.

Applied Materials India eyes larger role in global chip equipment development

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digitimes.com 2026-07-13

Applied Materials India is preparing to take on broader ownership of selected semiconductor equipment product initiatives, as the US-based chipmaking equipment supplier expands its R&D and validation base in Bengaluru.

Samsung targets 2029 Yongin fab opening as infrastructure timetable tightens

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digitimes.com 2026-07-13

Samsung Electronics plans to begin operations at its first Yongin fab in 2029, one to two years ahead of schedule, increasing pressure on South Korea to accelerate the power, water and site development needed for a major semiconductor expansion.

Modular Dry Vacuum Systems Market Forecast Points Higher Toward 2035 on Semiconductor Fab Expansion - IndexBox

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news.google.com 2026-07-13 IndexBox

ABV Ball Valves Market Forecast Points Higher Toward 2035, Driven by Semiconductor Fab Expansion - IndexBox

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news.google.com 2026-07-13 IndexBox

ZEISS Opens Semiconductor Innovation Center in Yongin to Support Korean Chipmakers - thelec.net

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news.google.com 2026-07-13 thelec.net

Free Arizona semiconductor training program launches as chip industry expands - FOX 10 Phoenix

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news.google.com 2026-07-13 FOX 10 Phoenix