Editor profile
Senior Analyst, Supply Chain & Equipment
Marcus Lim focuses on the semiconductor upstream supply chain, from raw materials to advanced lithography equipment. He examines how international trade policies and logistics reshape global chip production.
marcus.lim@semiconreport.orgLatest research reveals key findings on self-heating effects and radiation hardness of 3nm GAA-FET SRAM, analyzing its potential impact on advanced process technology roadmap, chip reliability, and supply chain.
In October 2025, China further tightened its rare earth export controls, expanding from raw materials to magnetic materials, processing equipment, and technology transfer. This poses a serious threat to global semiconductor, electric vehicle, and clean energy supply chains, especially for India, which is highly dependent on Chinese rare earths. This article analyzes the potential impact of these controls on semiconductor manufacturing, advanced packaging, and equipment materials from the perspectives of the industrial chain, technological routes, and geopolitics, and explores the response strategies of countries such as India.
Australia's industrial semiconductor market relies almost entirely on imports, with energy transition and automation driving demand at a compound annual growth rate of 5-7%. This article analyzes the structural characteristics and future evolution of this purely consumer market from the perspectives of industrial chain, technology roadmap, competitive landscape, and supply chain risks.
As NVIDIA unveils its Scale-Up CPO switch roadmap, co-packaged optics (CPO) is becoming a key architecture for next-generation AI infrastructure. This article provides an in-depth analysis of CPO's impact on the industry chain, the role of TSMC's COUPE technology, and potential changes in the competitive landscape.
Tech giants are issuing large-scale bonds to finance the construction of AI data centers, and changes in the interest rate environment are having a profound impact on the semiconductor supply chain. This article analyzes the beneficiary logic, risk points, and long-term competitive landscape changes in the equipment, foundry, and power device sectors based on the financial conditions and market positions of three companies: ASML, SMIC, and Infineon.
Multiple industry alliances, including automotive, retail, and healthcare, have warned the U.S. government that the surging demand for memory chips from AI data centers is causing supply shortages and price spikes, which could severely impact automobile production. This article analyzes the battle between AI chips and automotive chips from the perspective of the semiconductor supply chain, exploring its far-reaching implications for supply chains, technology roadmaps, and the global competitive landscape.
At first glance, the India Manufacturing IT Summit is discussing industrial digitalization and the convergence of AI and OT/IT, but its deeper signal is this: global manufacturing is turning digital infrastructure, edge computing, industrial automation, and data governance capabilities into sustained demand for semiconductors, servers, networking equipment, sensors, and advanced packaging. How will this shift affect chip design, foundry manufacturing, advanced packaging, and the global supply chain landscape?