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.

South Korean court bars former Samsung NAND designers from working for SK Hynix

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digitimes.com 2026-07-15

A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April 30, 2027, Yonhap News Agencyreported.

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.

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.

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.

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

Will STMicroelectronics' AI Partnerships Spark Its Next Revenue Wave? - TradingView

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news.google.com 2026-07-14 TradingView

Mind the (Band)gap! The Evolving Power Electronics Materials Landscape - Off Grid Energy Independence

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news.google.com 2026-07-14 Off Grid Energy Independence

Infineon and LS ELECTRIC partner on DC power infrastructure for AI data centres - New Electronics

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news.google.com 2026-07-14 New Electronics

Bosch's SiC fab deal adds to a resurgence in CHIPS Act funding - Electronics360

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news.google.com 2026-07-14 Electronics360

Global smartphone shipments slump to 13-year low as memory chip shortage drives up prices - Electronics For You BUSINESS

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news.google.com 2026-07-14 Electronics For You BUSINESS

Bosch starts semiconductor production in US - Electronics Weekly

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news.google.com 2026-07-14 Electronics Weekly

Samsung brings HBM, logic, and optics together in packaging push

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digitimes.com 2026-07-14

Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising power consumption and data-transfer bottlenecks facing AI data centers.

UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

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digitimes.com 2026-07-14

United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clus

Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand

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digitimes.com 2026-07-14

Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers and 12-inch wafer carriers as advanced-node manufacturing accelerated. The Taiwan-based supplier said momentum should remain strong in the second half of 2026, keeping full-year results on pace to challenge another high.

Samsung Electronics returns to PC chip market after more than 10 years. What is it really aiming for? - 디지털투데이

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news.google.com 2026-07-14 디지털투데이

Infineon stock holds steady as chipmaker leans on power electronics and automotive growth - ad-hoc-news.de

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news.google.com 2026-07-13 ad-hoc-news.de

The Semiconductor Alloy Solder Powder Market Report Now Available, Explores Applications in Electric Vehicle Electronics and Miniaturized Devices - Yahoo Finance Singapore

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news.google.com 2026-07-13 Yahoo Finance Singapore

2026 Munich Shanghai Electronics Show Signals SiC Inflection Point: From Price Wars to Quota Battles, Chinese Firms Compete for Automotive-Grade and AI Power Supply Opportunities - finance.biggo.com

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news.google.com 2026-07-13 finance.biggo.com