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

Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has become especially visible in the Apple supply chain, where industry sources said the company is now effectively the last major line of defense as vendors push for higher prices and allocate capacity elsewhere.

Power component prices keep rising as supply tightens

0.92

digitimes.com 2026-07-17

Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products crowd out capacity. With supply tight across the chain, customers are now focusing on securing shipments first, even as new price-hike notices arrive in the third quarter of 2026.

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

0.92

digitimes.com 2026-07-17

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing Taiwan's server manufacturers to turn the chip into systems that data centers can order and deploy.

WST targets AI optical boom as high-power CW laser shipments begin in 4Q26

0.92

digitimes.com 2026-07-17

Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in 2026. Chairman and President Sheau Chen said surging AI computing demand will continue to drive the transition from 400G to 800G and 1.6T optical interconnects, with the company positioning its high-power continuous-wave

Powertech and Broadcom expand AI ASIC push with US$400M Singapore FOPLP venture

0.92

digitimes.com 2026-07-17

Powertech Technology is deepening its panel-level packaging (FOPLP) strategy after its board approved a joint venture with Broadcom in Singapore to build panel-level advanced packaging (PLP) manufacturing capacity, with the planned investment totaling US$400 million.

Interview: From six weeks to two minutes: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan

0.92

digitimes.com 2026-07-17

The global tech landscape is currently dominated by two massive tides: the race for semiconductor supremacy and the long-promised dawn of the quantum era. While quantum technology is often associated with the distant goal of large-scale computing, a German startup is proving that quantum's most immediate impact may actually be in saving inspection time for the global semiconductor industry that po

‘Mind of the Engineer’ Survey: A Reality Check on Where EEs Stand on AI

0.87

eetimes.com 2026-07-17

The “Mind of the Engineer” survey aims to provide empirical insights into where today’s engineering landscape is heading and how engineers should prepare for this AI-powered paradigm shift.

Artificial Intelligence Electrical Engineers AI Tools IC Design Semiconductor Industry Machine Learning EDA Tools AI Skills

ARM's Expanding Royalty Opportunity Is Powering Its AI Growth Story - TradingView

0.92

www.tradingview.com 2026-07-17 TradingView

Stocks making the biggest moves midday: Manpower, Abbott, UnitedHealth, TSMC & more - CNBC

0.65

www.cnbc.com 2026-07-17 CNBC

NVTS vs. VICR: Which AI Power Infrastructure Stock Has an Edge? - TradingView

0.92

www.tradingview.com 2026-07-16 TradingView

Unlocking Atomic Layer Advantages in GaN and SiC Power Device Fabrication - AZoM

0.84