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

Micron Technology has announced plans to ramp up its high bandwidth memory (HBM) production capacity to 100,000 wafers per month by the end of this year, aiming to strengthen its position in the rapidly growing AI data center market. Currently, the HBM market is dominated by Samsung Electronics and

High Bandwidth Memory HBM Micron Technology Samsung Electronics SK hynix AI Semiconductors Semiconductor Manufacturing Wafer Capacity

Intel says it has already passed a million High-NA EUV wafers - more than the rest of the industry combined - TechRadar

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news.google.com 2026-09-12

China's Kaifa Technology to Spend 1.85 Billion Yuan on Advanced Packaging Expansion, Targeting 10,000 Wafers/Month for 2.5D - finance.biggo.com

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news.google.com 2026-09-11

From Wafer-Out to First Token: Codifying Supply Chain Expertise with Nemotron and Palantir Foundry - NVIDIA Developer

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developer.nvidia.com 2026-09-10

NVIDIA, one of the world's most complex supply chains, measures performance from wafer-out to first token. This process is divided into two parts: Time-to-rack, from silicon leaving the fab to a system arriving in a data center, and Time-to-token, covering power, cooling, networking, and software st

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Taiyo Holdings Launches Next-generation Semiconductor-packaging Material "FPIM Series," Achieving Its First Three-layer RDL Formation with 700-nm CD on 12-inch Wafers - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-09-10

Intel Reports More Than One Million High-NA EUV Wafers - igor´sLAB

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www.igorslab.de 2026-09-10

PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: TSMC's global pure-play wafer foundry market share reached a record 72.5% in Q2, up from 72.3% in Q1 - Newsquawk

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www.newsquawk.com 2026-09-10

Elmos locks in SK keyfoundry wafer supply through 2037 as 8-inch capacity tightens

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