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

Mitsubishi Electric And Sony Semiconductor Solutions To Establish JV For AI Vision Sensor Solutions - Pulse 2.0

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news.google.com 2026-07-27

Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO - semivision

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tspasemiconductor.substack.com 2026-07-24

Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO - semivision

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tspasemiconductor.substack.com 2026-07-24

Choose Your Fighter: Nvidia CEO and Jim Cramer Offer Dueling Visions of AI’s Future - Gizmodo

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gizmodo.com 2026-07-23

The recent debate between NVIDIA CEO Jensen Huang and financial television host Jim Cramer over the future of artificial intelligence highlights fundamental differences in vision for AI development and commercialization. This clash between technology leaders and market analysts reflects the complex

Artificial Intelligence Semiconductor Industry NVIDIA AI Chips Technology Trends Investor Relations Technology Roadmap Industry Analysis

Mitsubishi Electric and Sony Semiconductor Solutions Agree to Establish a Joint Venture to Build AI Vision Sensor Solutions for Manufacturing Applications - Yahoo Finance

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finance.yahoo.com 2026-07-22

On July 22, 2026, Mitsubishi Electric Corporation and Sony Semiconductor Solutions announced a strategic partnership to establish a joint venture focused on developing AI-powered vision sensor solutions for manufacturing applications. The new entity, Advanced Vision Solutions Co., Ltd., is set to be

AI Vision Sensors Manufacturing Automation Semiconductor Technology Joint Venture Industrial IoT Edge AI Image Sensors Smart Manufacturing

Mitsubishi Electric and Sony Semiconductor Solutions Agree to Establish a Joint Venture to Build AI Vision Sensor Solutions for Manufacturing Applications - Business Wire

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news.google.com 2026-07-22

TSMC’s $100 Billion Arizona Bet Is Reshaping the Global Chip Supply Chain - semivision

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tspasemiconductor.substack.com 2026-07-22

TSMC’s $100 billion investment in Arizona marks a transformative shift in the global semiconductor supply chain, driven by the explosive growth of artificial intelligence (AI). The company’s increased capital expenditure to between $60 billion and $64 billion for 2026, with 70% to 80% allocated to a

TSMC Semiconductor Manufacturing Artificial Intelligence Chip Supply Chain U.S. Semiconductor Policy Advanced Process Technology 2nm Process Chip Investment

iPhone 18 Pro leaks hint at bigger battery, 2nm chip and new Dark Cherry finish - Indian Television Dot Com

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indiantelevision.com 2026-07-20

Over 80% Of Samsung Foundry Workers Are Planning To Leave Amid A Yawning Pay Gap With The Memory Division - Wccftech

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wccftech.com 2026-07-19

MicroVision Launches Semiconductor Business | Business | Jul 2026 - Photonics Spectra

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www.photonics.com 2026-07-16

ASML Raises Its 2026 Outlook: AI’s Next Bottleneck Is No Longer GPUs—It Is EUV Capacity - semivision

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tspasemiconductor.substack.com 2026-07-16

TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision

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news.google.com 2026-07-14

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

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digitimes.com 2026-07-14

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

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digitimes.com 2026-07-14

From Rice Fields to AI Chips: How TSMC Is Turning Chiayi into Taiwan’s Next Advanced Packaging Hub - semivision

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news.google.com 2026-07-13

SK hynix Is Taking HBM to Wall Street—and Rewriting the Rules of AI Memory - semivision

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tspasemiconductor.substack.com 2026-07-10

SK hynix is leveraging its position as a leading HBM supplier in the AI era to enter the U.S. capital markets through an ADR offering, aiming to elevate its global valuation and access deeper institutional capital. With AI data center investments projected to grow from $466 billion in 2025 to $3.379

SK hynix HBM AI data center Semiconductor investment Capital raising U.S. listing AI infrastructure Memory chip

NVIDIA, the AI leader lagging behind: Is the market’s 30% downward earnings revision excessive as its revenue model shifts toward becoming the 'central bank of AI'? - Moomoo

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www.moomoo.com 2026-07-09

The AI Boom Has a Memory Problem — South Korea Is Spending KRW800 Trillion to Solve It - semivision

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tspasemiconductor.substack.com 2026-07-09

The AI boom of 2025–2026 has created uneven pressure across the semiconductor industry, with only a few critical components—such as high-end GPUs, HBM, advanced packaging, substrates, and thermal solutions—pushed to their limits. While traditional chip segments remain stable or slowly recovering, AI

AI Semiconductor Memory DRAM HBM Chip Supply Chain South Korea AI Infrastructure

Samsung chip division's single-year profits beat its past 40 years of profits, combined

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tomshardware.com 2026-07-07

Samsung Electronics' semiconductor division is projected to generate operating profit in 2026 that exceeds the cumulative earnings from its 40-year history in the chip business. This claim was made by Kim Yong-Kwan, president and head of corporate management, strategy, and operations for Samsung's D

Semiconductor Industry Samsung Electronics Chip Profit Memory Chips DRAM NAND Flash AI Servers Semiconductor Manufacturing

Taiwan’s Next Semiconductor Bottleneck Is Not Silicon. It Is Power. - semivision

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news.google.com 2026-07-06

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