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

Beijing escalates domestic chip drive with Broadcom audits

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digitimes.com 2026-09-27

“No EUV? Use DUV”: China’s CXMT Advances Process Miniaturization as Domestic Semiconductor Ecosystem Expands Despite Lithography Gap - economy.ac

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economy.ac 2026-09-21

China AI chipmakers hike prices as HBM shortage hits domestic push - Reuters - Investing.com

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www.investing.com 2026-09-10

Taiwan's Semiconductor Output Targets NT$8 Trillion This Year; Domestic Equipment Production Value Expected to Top NT$270 Billion - finance.biggo.com

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finance.biggo.com 2026-09-02

Taiwan's semiconductor industry is on the verge of crossing the NT$8 trillion mark for the first time this year, driven by surging demand for artificial intelligence and high-performance computing. At SEMICON Taiwan, Industrial Development Administration Director-General Chiu Chiu-hui outlined the g

Semiconductor Industry Taiwan Semiconductor AI Chips High-Performance Computing Chip Design Semiconductor Equipment Industrial Policy Technology Self-Reliance

China’s CXMT starts HBM3E production, targets domestic AI chips next year - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-09-01

Domestic chip design to receive big push through Rs 1.27 lakh crore Semicon 2.0 - The Indian Express

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indianexpress.com 2026-09-01

China’s Domestic EUV Metrology Ecosystem Starts to Take Shape - Pandaily

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pandaily.com 2026-08-26

Taiwan Photon Source boosts domestic accelerator supply chain, challenges cutting-edge technology limits

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digitimes.com 2026-08-26

India weighs new capital subsidies to build domestic polysilicon capacity

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digitimes.com 2026-08-24

How GE Appliances’ U.S. Chip Deal Could Shape Texas Instruments’ (TXN) Domestic Manufacturing Narrative - Yahoo Finance

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finance.yahoo.com 2026-08-18

India building domestic capabilities from chip design to indigenous AI models - MorungExpress

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morungexpress.com 2026-08-14

India is rapidly building a comprehensive semiconductor value chain, spanning chip design, fabrication, packaging, equipment, materials, and indigenous AI model development. Official data shows that 12 semiconductor projects have been approved across six states with investments exceeding INR 1.64 tr

Semiconductor Industry India Semiconductor Policy AI Chips Chip Design Advanced Process Nodes Indigenous AI Models Semiconductor Manufacturing Government Investment

China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

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digitimes.com 2026-08-14

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia - digitimes

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www.digitimes.com 2026-08-13

According to a recent DIGITIMES report, China's high-end AI chip market could see nearly 90% domestic market share by 2026, with overseas suppliers like NVIDIA and AMD expected to capture only about 10%. This shift reflects China's growing investment in semiconductor development and its push toward

AI chip Semiconductor market Domestic share Huawei NVIDIA Chip technology Artificial intelligence Semiconductor industry

GE Appliances Expands Domestic Semiconductor Supply Chain With Texas Instruments - Assembly Magazine

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news.google.com 2026-08-10

NVIDIA and AMD’s China Market Share to Drop to 10% by 2026 as Domestic Chips Seize 90%, Says Report - Wccftech

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news.google.com 2026-08-10

China's AI chip market nears 90% domestic share as NVIDIA's influence declines - KuCoin

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news.google.com 2026-08-10

Semiconductor manufacturing equipment sees a rush of upward revisions! Which stocks were well-received? Winners and losers determined by slight differences from market expectations [Domestic Earnings Summary] - Moomoo

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