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.
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.
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.
The debate over an AI valuation bubble has heated up again, but the historic rally in chip stocks shows that what the market is really trading is not the popularity of a single application, but the systemic boost AI infrastructure is giving to semiconductor manufacturing, advanced packaging, equipment, and materials. This article analyzes what this round of market gains means for the global semiconductor supply chain from the perspectives of the industrial chain, technology routes, regional competition, and capital expenditure.
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.
TechCrunch reports that AI computing demand is shifting from the training stage to the inference stage, driving a reshuffling of specialized inference chips, neoclouds, and data center deployment models. This article analyzes, from the perspectives of chip architecture, advanced packaging, supply chain, and the global competitive landscape, what this change means for NVIDIA, SambaNova, Groq, Cerebras, cloud infrastructure, and the semiconductor industry chain.
SEMI and Global Net Corp. have released a report on the glass core substrate market and development trends, pointing to AI and HPC driving advanced packaging into its next stage. Starting from technical routes, supply chain, competitive landscape, and regional industry positioning, this article analyzes how glass core substrates, if they enter initial mass production around 2028, could reshape the semiconductor industry chain.
The historic rise in AI-related chip stocks reflects not only improving market sentiment, but also a simultaneous increase in the weighting of investments in computing power, advanced process nodes, advanced packaging, and supply chain allocation. Starting from the semiconductor industry chain, technology roadmaps, and the global competitive landscape, this article analyzes what this rally means for foundry manufacturing, AI chips, equipment and materials, and regional industrial division of labor.