Foundry & Fabrication
Semiconductor supply map
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A focused briefing desk for the companies, technologies, policies and market cycles shaping the global semiconductor industry.
Lead storyTSMC invests another $100 billion to expand production in the US: A milestone in the restructuring of the semiconductor industry chainTSMC plans to invest an additional $100 billion in the United States to build at least four advanced wafer fabs, strengthening its global leadership while reshaping the U.S. semiconductor manufacturing ecosystem. Analysts believe this move will accelerate the transfer of advanced process capacity to the U.S., disrupt the foundry strategies of Samsung and Intel, and boost the upstream equipment and materials supply chain.
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More articlesEquipment and materials
View channelSupply Chain
China's rare earth export controls escalate: The next "bottleneck" risk for the semiconductor supply chain?
Supply Chain
In-depth Analysis of the North American Semiconductor Materials Market: Supply Chain Restructuring and Opportunities amid Capacity Expansion
Supply Chain
Export Control Escalation: Taiwan's Raid on Supermicro and Its Ripple Effects on the Global AI Chip Supply Chain
Chip Industry
View channelChip Industry
TSMC invests another $100 billion to expand production in the US: A milestone in the restructuring of the semiconductor industry chain
TSMC announced an additional $100 billion investment in its Arizona wafer fab, a move that will profoundly reshape the global semiconductor industry landscape. This article provides an in-depth analysis from the perspectives of the supply chain, technology roadmap, market competition, and geopolitics.
Chip Industry
AI infrastructure boom drives Taiwan suppliers to expand manufacturing in the US: Opportunities and challenges under industrial restructuring
With the explosion in demand for AI chips, leading manufacturers like TSMC are accelerating their factory construction in the United States, while Taiwanese supply chain companies are actively evaluating cross-regional capacity expansion. This article analyzes the far-reaching impacts of this trend on semiconductor manufacturing, advanced packaging, equipment, and materials from the perspective of the industry chain.
Chip Industry
Samsung's profit surge cannot hide industry concerns: the tug-of-war between memory recovery signals and the AI cycle inflection point.
Samsung Electronics' profit surged year-on-year in the second quarter of 2025, but chip stocks such as Micron and Nvidia collectively declined, as the market experienced intense contention between signals of memory recovery and expectations of slowing AI demand. This article provides an in-depth analysis of this contradictory phenomenon from the perspectives of the industrial chain, technology roadmap, competitive landscape, and regional supply chain.
Chip Industry
Samsung and SK Hynix Announce 800 Trillion Won Southwestern Chip Cluster: Profound Restructuring of Global Memory Supply Chain
Samsung and SK Hynix jointly announced an investment of approximately $518 billion in southwestern South Korea to build four wafer fabs and a packaging cluster. This article analyzes the impact of this mega investment plan on the global semiconductor landscape from the perspectives of industry chain, technology roadmap, market competition, and geopolitics.
Chip Industry
North American Semiconductor Materials Market: Supply Chain Restructuring under Local Capacity Expansion and Import Dependency Challenges
Based on the latest IndexBox report, an in-depth analysis of the scale, growth drivers, technological shifts, competitive landscape, and trade dependencies of the North American semiconductor materials market. From an industrial chain perspective, the article examines the restructuring of the materials supply chain under the stimulus of the CHIPS Act, highlighting import bottlenecks for high-purity chemicals and advanced photoresists, as well as the certification cycle and cost pressures during the localization process.