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

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

CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

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digitimes.com 2026-07-15

CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

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digitimes.com 2026-07-15

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.

China's 1H26 IC exports jump 96% on AI hardware demand

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digitimes.com 2026-07-15

China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration of Customs said on July 14 that IC exports reached US$177.28 billion in the first half of 2026, up 96.1% year-over-year.

Apple faces complications in iPhone purchases as memory-chip shortage reshapes consumer electronics - Crypto Briefing

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cryptobriefing.com 2026-07-15 Crypto Briefing

Applied Materials, KLA Corporation, and Teradyne Shares Skyrocket, What You Need To Know - Yahoo Finance

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finance.yahoo.com 2026-07-15 Yahoo Finance

Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO Says - Yahoo Finance

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finance.yahoo.com 2026-07-15 Yahoo Finance

Qualcomm (QCOM) Stock Falls Amid Market Uptick: What Investors Need to Know - Yahoo Finance

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finance.yahoo.com 2026-07-15 Yahoo Finance