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

Samsung Electronics plans to begin operations at its first Yongin fab in 2029, one to two years ahead of schedule, increasing pressure on South Korea to accelerate the power, water and site development needed for a major semiconductor expansion.

Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

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digitimes.com 2026-07-13

Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build a state-backed 12-inch memory fabrication plant in Shenzhen, a move aimed at easing DRAM shortages while reducing reliance on overseas suppliers amid continued US export controls.

Musk assembles Intel, SpaceX talent for Tesla wafer fab ambitions

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digitimes.com 2026-07-13

Tesla and SpaceX are already converging around chips, talent and manufacturing under Terafab, even before any merger speculation turns into reality.

Tesla AI5 chip reportedly completes tape-out for Samsung's Texas fab

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digitimes.com 2026-07-13

Samsung Electronics has reportedly completed the tape-out of its version of Tesla's AI5 chip for self-driving systems, with the chip scheduled to be manufactured at Samsung's Taylor, Texas, fab using the company's 2nm process.

Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves

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digitimes.com 2026-07-13

A push by Infineon for TSMC to expand further in Dresden could reshape Europe's role in advanced chipmaking and ripple through the supply chains of automakers, industrial firms, and device makers worldwide. The remarks also hint at how shifting global demand could influence where next-generation semiconductors get built.

Modular Dry Vacuum Systems Market Forecast Points Higher Toward 2035 on Semiconductor Fab Expansion - IndexBox

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news.google.com 2026-07-13 IndexBox

ABV Ball Valves Market Forecast Points Higher Toward 2035, Driven by Semiconductor Fab Expansion - IndexBox

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news.google.com 2026-07-13 IndexBox

Howard Lutnick Tells Samsung and SK Hynix They Have 'No Choice' but to Build US AI Memory Fabs— and Micron's CEO May Not Be Happy - Yahoo Finance

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

TSMC to build 3 new packaging fabs in Chiayi Science Park\'s Phase II - Taipei Times

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news.google.com 2026-07-13 Taipei Times