Supply map
Coverage of semiconductor materials, equipment, OSAT, logistics, export controls, regional manufacturing strategy and fragile supplier dependencies.
Deloitte predicts that the semiconductor supply chain will face more bottlenecks in 2026, spanning from advanced etching and GAA transistors to EDA tools. This article provides an in-depth analysis of how these technologies are affected by export controls, as well as how all parties across the industry chain should respond.
Based on the latest Research and Markets report, this analyzes the profound impact of generative AI on the industry chain, including semiconductor materials, memory, packaging, thermal management, and more, as well as the supply chain landscape dominated by Asia.
Deloitte predicts that new bottlenecks will emerge in the semiconductor supply chain by 2026: key technologies such as EDA tools, GAA transistors, and etching equipment are becoming the focus of export controls. This article analyzes the far-reaching impact of these changes on the global semiconductor industry from the perspectives of the industry chain, technology roadmaps, and competitive landscape.
Huawei released a new strategy, the "Tau Scaling Law," at the 2026 IEEE ISCAS, aiming to achieve equivalent 1.4nm transistor density by 2031. This article analyzes the deep impact of this event on the global semiconductor industry chain from the perspectives of technology, supply chain, competitive landscape, and regional influence.
Deloitte forecasts that new bottlenecks will emerge in the semiconductor supply chain by 2026, covering critical segments such as EDA, etching, and GAA transistors. This article analyzes how export controls are reshaping the AI chip manufacturing landscape, as well as the responses and opportunities across regions and various segments of the industry chain.
Deloitte predicts that by 2026, the global semiconductor supply chain will face new bottlenecks in EDA, GAA transistors, advanced packaging, and other areas, forming a stark contrast between the $30 billion critical technology market and the $300 billion AI chip market. This article provides an in-depth analysis from the perspectives of the industry chain, technology roadmap, and geopolitics.
The key to the revival of semiconductor manufacturing in the United States lies in breakthroughs in materials science. This article analyzes the industrial chain impact, technology roadmap, and changes in the competitive landscape behind the CHIPS Act's investment in SandboxAQ.
In October 2025, China further tightened its rare earth export controls, expanding from raw materials to magnetic materials, processing equipment, and technology transfer. This poses a serious threat to global semiconductor, electric vehicle, and clean energy supply chains, especially for India, which is highly dependent on Chinese rare earths. This article analyzes the potential impact of these controls on semiconductor manufacturing, advanced packaging, and equipment materials from the perspectives of the industrial chain, technological routes, and geopolitics, and explores the response strategies of countries such as India.
Based on the latest IndexBox report, this provides an in-depth analysis of the North American semiconductor materials market size, growth drivers, supply chain dependencies, and competitive landscape, with an outlook towards 2035 trends.
In-depth analysis of the impact of the Taiwan authorities' search of Supermicro on the global semiconductor supply chain, AI chip supply, and export control landscape.
Japanese semiconductor equipment manufacturers' sales to China decreased by 10% year-on-year, with Tokyo Electron's revenue share from China dropping from 41% to 31.8%. Export controls are forcing Japanese companies to accelerate their shift toward AI demand, and the global equipment supply chain is undergoing structural adjustments. This article provides an in-depth analysis from the perspectives of the industrial chain, competitive landscape, regional impact, and investment.
As countries regard critical minerals as industrial policy tools, materials such as tungsten and rare earths have an increasingly profound impact on semiconductor manufacturing. This article analyzes supply chain restructuring, technology roadmap dependencies, and the geopolitical competition landscape.
The semiconductor supply chain, with its engineered management, material innovation, regional ecosystem construction, and data-driven decision-making, provides a transformation blueprint for other industries shifting from a priority on efficiency to a priority on resilience.
This article is based on the latest trends in the global supply chain and analyzes how tariffs, geopolitics, nearshoring, and digitalization are reshaping manufacturing, logistics, and inventory networks, and further maps these changes onto the semiconductor industry chain’s capacity布局, advanced packaging, AI chip supply and demand, and supply chain risk management.