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

Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

0.92

digitimes.com 2026-07-07

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

Manufacturing Expands in June Amid Global Unrest

0.65

eetimes.com 2026-07-07 News Desk

U.S. manufacturing expanded in June, but Middle East conflict impacted raw materials.

Manufacturing PMI Economic Recovery Supply Chain Disruption Inflation Labor Market Geopolitical Conflict Semiconductor Industry US Economy

Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

0.75

digitimes.com 2026-07-07

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy

Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont? - Yahoo Finance

0.95

finance.yahoo.com 2026-07-06 Yahoo Finance

Semiconductor News & Analysis Feed