Editor profile
Chief Editor, Semiconductor Strategy
David Sterling analyzes global semiconductor industry strategy and the geopolitics of the silicon market. He focuses on the long-term competition between major chip designers and manufacturing regions.
david.sterling@semiconreport.orgDeloitte 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.
In 2025, driven by both AI demand and geopolitical factors, the global semiconductor industry has sparked a new wave of wafer fab and facility construction, yet policy uncertainty and market volatility have also caused some projects to stall. Based on Semiconductor Engineering's annual report, this article interprets the underlying logic behind investment trends from dimensions such as the industry chain, technology roadmaps, and regional competition.
Deloitte forecasts that global semiconductor sales will reach $975 billion by 2026, with AI chips contributing nearly half of the revenue but accounting for less than 0.2% of unit sales. This article provides an in-depth analysis of the industry chain risks, competitive landscape, and long-term trajectory behind this high-profit, low-volume model.
Based on Deloitte's latest report, it analyzes the industry chain risks facing the semiconductor industry in 2026 under AI-driven growth, including the contradiction between high value and low sales volume, memory shortages, and zero-sum games in production capacity.
The wave of AI infrastructure investment is reshaping the global semiconductor industry chain. From Nvidia, TSMC, Intel, and Texas Instruments to Qualcomm, these five companies favored by capital markets represent key segments such as chip design, manufacturing, IDM, analog, and connectivity. This article analyzes their competitiveness and future landscape from an industry chain perspective.
Based on the Semiconductor Engineering annual report, analyze the profound impact of the 2025 global semiconductor localization investment wave on the industry chain, technology roadmap, competitive landscape, and regional economy.
Based on Deloitte's 2026 Global Semiconductor Industry Outlook, this provides an in-depth analysis of AI computing power demand, advanced process nodes and advanced packaging technology roadmaps, global supply chain restructuring, regional competitive dynamics, and long-term investment value.
The analog semiconductor market is expected to reach $118.6 billion by 2035. This article analyzes the technology roadmap, supply chain competition, regional rivalry, and investment logic behind this growth.
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.
Meta announced that its latest self-developed AI chip will be put into production in September 2026. How will this move affect the AI chip market, the advanced process foundry landscape, and the global semiconductor supply chain? This article provides an in-depth analysis from dimensions such as technology roadmap, industry chain collaboration, competitive dynamics, and regional layout.
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.
MIT research team develops novel optical coupler through FUTUR-IC project, enabling efficient integration of electronic and photonic chips, with a target data transmission speed exceeding 1 Petabit/s, poised to reshape data center interconnect technology roadmaps and the semiconductor supply chain landscape.
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.
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.
In-depth Analysis of the Profound Impact of Jalapeño, the First Self-developed AI Inference Chip Jointly Released by OpenAI and Broadcom, on the Semiconductor Industry Chain, Technology Roadmap, Market Competition Landscape, and Regional Supply Chain.
In-depth analysis of Intel's 18A process technology advantages, capacity bottlenecks, and its potential impact on TSMC's global foundry landscape.
Tokyo Electron president expresses confidence in maintaining technological lead despite China's semiconductor self-sufficiency drive. Analysis of equipment market dynamics, supply chain implications, and competitive landscape.
This article provides an in-depth analysis of Tokyo Electron CEO's response to the increase in China's semiconductor self-sufficiency rate, exploring the positioning of Japanese equipment manufacturers in terms of technological advantages, supply chains, and geopolitics, as well as the evolving competitive landscape of the global semiconductor equipment market.
In the first quarter of 2026, data center IT semiconductor and component revenue increased by 116% year-over-year, driven by AI infrastructure expansion and memory price increases. This article provides an in-depth analysis from the perspectives of the industrial chain, technology roadmap, competitive landscape, and regional impact.
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.