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

TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

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digitimes.com 2026-07-10

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.

Nvidia's Jensen Huang to revisit Sega roots in Japan as AI PC competition intensifies

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digitimes.com 2026-07-10

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.

Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

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digitimes.com 2026-07-10

Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture growing demand from next-generation power semiconductors used in EVs, inverters and data center power systems.

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

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digitimes.com 2026-07-10

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first

CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

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digitimes.com 2026-07-10

Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.

China's AI talent demand spreads into chips, rare earths, and new materials

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digitimes.com 2026-07-10

China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.

How semiconductors are turning Gujarat into India's next electronics powerhouse

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digitimes.com 2026-07-10

For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.

LG Innotek expands Vietnam footprint with new IC substrate plant

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digitimes.com 2026-07-10

LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.

Former chip designer turned VC delivers reality check on AI, CPO hype

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digitimes.com 2026-07-10

A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.

World Semiconductor Grade Thermal Insulation Felts - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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www.indexbox.io 2026-07-10 IndexBox

Arm and AMD power semiconductor rally on Wall Street upgrades, SOXX +3.5% - StartupHub.ai

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www.startuphub.ai 2026-07-10 StartupHub.ai

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

Semiconductor chip plants cost a ton of money. Here's why - qz.com

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qz.com 2026-07-10 qz.com