Editor profile
Senior Editor, Foundry & Fabrication
Hiroshi Chen investigates the evolution of semiconductor fabrication and advanced process nodes. His work monitors the capacity expansion and technological breakthroughs of the world’s leading foundries.
hiroshi.chen@semiconreport.orgBased on an ORF report, this article analyzes the positioning of India's semiconductor strategy amid the restructuring of global supply chains, with a focus on the impact of China's rise in the traditional chip sector on India, and how India can leverage its cost advantages to become a trusted partner in the industry chain.
Deloitte's latest report shows that global semiconductor sales will hit a historic high in 2026, with AI chips contributing nearly half of the revenue while accounting for only a minimal share of shipments. This article provides an in-depth analysis of the structural imbalance and future risks behind this prosperity from the perspectives of the industry chain, technology roadmap, market competition, and investment.
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.
Based on the Semiconductor Engineering annual report, analyze the 2025 global wafer fab and facility investment trends, and explore supply chain restructuring, geopolitical impacts, and the future competitive landscape.
Based on the SEMI official website event calendar, conduct an in-depth analysis of how the distribution of global semiconductor industry activities reflects the shift of manufacturing focus, the rise of advanced packaging technology, and the trend of supply chain diversification.
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.
This article provides an in-depth analysis of how the surge in demand for AI chips has led to HBM capacity crowding out traditional DRAM and NAND Flash, triggering global supply chain tensions, price increases, and structural changes in the industrial chain, while also looking ahead to future trends and investment opportunities.
Intel announced an investment of 5 billion euros to expand its Fab 34 wafer fab in Ireland, introducing the Intel 3 (3nm) process. What does this move mean for the European semiconductor industry chain, the global foundry competition landscape, and geopolitics? This article provides an in-depth analysis from the perspectives of the industry chain, technology roadmap, market competition, and supply chain.
TSMC announced an additional $100 billion investment in its Arizona wafer fab, a move that will profoundly reshape the global semiconductor industry landscape. This article provides an in-depth analysis from the perspectives of the supply chain, technology roadmap, market competition, and geopolitics.
Analyze the impact of the decline in AI chip stocks on the semiconductor industry chain, including technology routes, competitive landscape, and investment outlook.
Based on the latest Forbes analysis, this article explores the industrial impact of the AI industry shifting from a computing power bottleneck to a system integration bottleneck, analyzing the potential impacts on the chip industry chain, the competitive landscape of cloud platforms, and various regions.
The global semiconductor market is expected to reach $795.6 billion by 2025, driven by surging demand for AI and cloud infrastructure. Pakistan's engineering sector can seize this opportunity to enter the semiconductor supply chain by providing precision components, industrial tools, etc., rather than participating in chip manufacturing. This article analyzes its impact on the industrial chain, competitive landscape, and regional economy.
This article explores how semantic understanding drives the development of generative AI and further reshapes the AI chip and semiconductor industry structure. From GPU computing power demands to the evolution of Transformer architecture, it analyzes the profound impact of the semantic era on the chip industry.
Meta's plan to launch AI computing-as-a-service business has sparked market concerns about overinvestment in AI infrastructure, causing Asian chip stocks to fall sharply. This article analyzes the impact of this sell-off on the semiconductor industry from the perspective of the industrial chain.
In-depth analysis of Powerchip Semiconductor Manufacturing's strategic path, technological barriers, and industry chain impact as it transitions from DRAM foundry to logic, 3D AI, and advanced packaging.
ChangXin Memory Technologies launches IPO, indicating China is accelerating self-reliance in DRAM, and the global memory industry faces geopolitical-driven supply chain restructuring.
SK Hynix, leveraging the success of its HBM chips in the AI field, has surpassed Samsung Electronics in market capitalization for the first time, becoming the most valuable listed company in South Korea. This article provides an in-depth analysis of the industrial significance of this milestone from the perspectives of the supply chain, technology roadmap, market competition, and supply chain.
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.
According to Omdia data, global semiconductor revenue reached $319 billion in the first quarter of 2026, a sequential increase of 27%, marking a record high. Memory revenue accounted for over 40%, with NAND prices surging 95%. This article provides an in-depth analysis of the structural changes and long-term trends behind this milestone event from the perspectives of the industrial chain, technology roadmap, competitive landscape, and regional impact.