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.orgTSMC 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.