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

Qualcomm (QCOM) has entered into new Strategic Customer Agreements (SCAs) with Micron and several major automotive technology suppliers, securing long-term access to advanced memory and storage solutions for AI-enabled vehicles. This move underscores Qualcomm's strategic expansion beyond mobile chip

Qualcomm Micron Automotive Semiconductors AI in Vehicles Memory Solutions Automotive Supply Chain Chip Design Autonomous Driving

No semiconductor gold rush for suppliers | Parfaits and hanok - Korea JoongAng Daily

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news.google.com 2026-07-27

IDMs target AI margins, boosting Taiwan power suppliers

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digitimes.com 2026-07-27

China’s CXMT Is Betting On Customized DRAM To Circumvent U.S. Sanctions On HBM; Korean Suppliers Playing Safe Could Miss Out On Major Opportunity - Wccftech

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wccftech.com 2026-07-25

Chinese semiconductor manufacturer CXMT is pursuing customized DRAM technology as a strategic move to circumvent U.S. sanctions on HBM manufacturing tools. While the U.S. restrictions hinder CXMT's access to critical HBM equipment, the company is leveraging 3D memory and 3D Integrated Circuits (3D I

DRAM HBM Semiconductor Sanctions CXMT Custom Memory 3D Memory 3D IC AI Memory

German chip suppliers deepen ties with Samsung, SK Hynix - digitimes

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www.digitimes.com 2026-07-24

German semiconductor industry players are strengthening their partnerships with South Korean semiconductor giants, reflecting the deep integration of the global semiconductor supply chain. Companies like Merck KGaA, TRUMPF, and ZEISS are increasing investments in advanced chip manufacturing in South

semiconductor industry German companies South Korean semiconductors chip manufacturing supply chain cooperation advanced process technology investment global semiconductor

German chip suppliers deepen ties with Samsung, SK Hynix

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digitimes.com 2026-07-24

Samsung sounds out suppliers on four new fabs by 2030, report says

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digitimes.com 2026-07-22

Micron signs memory deals with seven Tier 1 automotive suppliers - Yahoo Finance

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finance.yahoo.com 2026-07-17

Micron signs memory deals with seven Tier 1 automotive suppliers - Just Auto

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