Editor profile
Editor, AI & Computing Infrastructure
Elena Vance covers the impact of artificial intelligence on computing hardware and data center infrastructure. She tracks the development of high-performance processors and specialized AI accelerators.
elena.vance@semiconreport.orgIn-depth analysis of the structural changes in global semiconductor manufacturing revealed by the Yole Group report, focusing on the drivers of AI for advanced processes, the structural imbalance in capacity expansion, geopolitical impacts, and the new normal of competition in the global supply chain.
In-depth analysis of the strong growth in the Chinese chip design industry in Q3, focusing on the driving role of AI infrastructure on memory, computing, and interconnect chips, and exploring the changes in the industry chain and regional competitive landscape under advanced process technology and advanced packaging.
In-depth analysis of the profound impact of TSMC's capacity acceleration in 3nm and 2nm advanced processes on the global semiconductor industry chain, the AI chip market, and the geopolitical landscape. Providing investment and industrial decision-making perspectives from technological route competition to supply chain reshaping.
In-depth analysis of the drivers of AI for the semiconductor industry, focusing on the technological roadmap evolution of advanced packaging and leading-edge processes (such as 2nm/3nm), exploring structural changes in the global supply chain, beneficiaries of major players, and geopolitical risks.
In-depth analysis of how AI chip demand is driving structural changes in the semiconductor industry chain. This article analyzes the current changes in the global semiconductor market landscape and investment perspectives for the next decade from multiple dimensions, including advanced process technology (2nm/3nm), advanced packaging (CoWoS/Hybrid Bonding), foundry competition, and geopolitical influence.
In-depth analysis of the drivers of AI for the semiconductor industry, from advanced processes (2nm/3nm) to advanced packaging, analyzing the changes, competitive landscape, and geopolitical impact at each link in the industry chain.
In-depth analysis of the size, driving factors of the global microprocessor market, and the technological impact of AI on different application areas, exploring the evolution trends of RISC and ASIC in the market.
Using Deloitte’s “2026 Global Semiconductor Industry Outlook” as an observational framework, this analysis breaks down, from the perspectives of technology roadmaps, the upstream, midstream, and downstream segments of the industrial chain, the competitive landscape, regional policies, and investment, how AI computing demand, advanced packaging capacity bottlenecks, and supply chain regionalization are reshaping the growth structure of the semiconductor industry in 2026.
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.
Satellite internet is driving transformation in the RF chip market. From technical routes to global supply chains, this in-depth analysis explores how RF chips are becoming the new battleground in the semiconductor industry.
The global semiconductor equipment market will reach $111.84 billion in 2025 and is expected to grow to $268.06 billion by 2034. This article provides an in-depth analysis of the industrial logic and investment opportunities behind the market's growth from the perspectives of technology roadmaps, supply chain restructuring, competitive landscape, and regional evolution.
TSMC announced an additional $100 billion investment in Arizona, USA, with the possibility of building four new fabs. This investment will profoundly reshape the global semiconductor manufacturing landscape, influencing advanced nodes, advanced packaging, and geopolitical dynamics. This article provides an in-depth analysis from the perspectives of the supply chain, technology roadmap, market competition, and regional impact.
TSMC will add two advanced packaging factories in the Chiayi Science Park to cope with the explosive demand for AI chips. This article analyzes the far-reaching significance of this expansion for the semiconductor industry from the perspectives of technology roadmap, supply chain, competitive landscape, and regional impact.
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.
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.
Based on the latest IndexBox report, an in-depth analysis of the North American semiconductor materials market size, growth drivers, supply chain dependencies, and competitive landscape, exploring industry opportunities under the CHIPS Act and geopolitics.
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.
Based on the latest IndexBox report, analyze the growth drivers, technology routes, supply chain landscape, and regional impacts of the kiln shelf separator market under the expansion of semiconductor packaging.
Analyze the industry impact of Google entrusting part of its next-generation TPU "Icefish" to Samsung for foundry, and explore the challenges of supply chain diversification under TSMC's dominant position.
In the first quarter of 2026, global semiconductor market revenue reached $319 billion, a record high for a single quarter, with memory chips contributing over 40% of the share. This article provides an in-depth analysis of how the imbalanced demand between AI and memory is reshaping the industry chain landscape, as well as its impact on China, South Korea, and the Taiwan region.