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

Samsung has yet to receive HBM4 volume-production order from Nvidia, Dealsite reports

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digitimes.com 2026-07-15

Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsitereported, citing semiconductor industry sources.

AI image sensor chip makers accelerate shift to algorithms, modules

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digitimes.com 2026-07-15

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and P

SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

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digitimes.com 2026-07-15

SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin Y1 fab, with the initial installation expected to support production of about 20,000 wafers per month, according to ZDNet Korea, which cited semiconductor and equipment industry sources.

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

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digitimes.com 2026-07-15

Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.

South Korea moves to secure power for new chip cluster

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digitimes.com 2026-07-15

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

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digitimes.com 2026-07-15

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

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digitimes.com 2026-07-15

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.

Global semiconductor equipment sales set to hit record US$165.9B in 2026

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digitimes.com 2026-07-15

Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape.

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

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digitimes.com 2026-07-15

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,

US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

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digitimes.com 2026-07-15

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asiaanalysis of customs data and related reporting.

TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

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digitimes.com 2026-07-15

TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm, has emerged from stealth with US$43 million in early-stage funding to help companies develop custom AI chips through an open, chiplet-based approach.

Oregon Semiconductor Industry Boost - News Radio 1190 KEX

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1190kex.iheart.com 2026-07-15 News Radio 1190 KEX

Oregon Semiconductor Industry Boost - Z100 Portland

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z100portland.iheart.com 2026-07-15 Z100 Portland

Oregon vies for $160M semiconductor award as state faces ‘crossroads’ - KOIN.com

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www.koin.com 2026-07-15 KOIN.com

Oregon State, partners receive up to $160 million federal grant to build semiconductor industry - NPR for Oregonians

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www.klcc.org 2026-07-15 NPR for Oregonians