Foundry & Fabrication
Semiconductor supply map
Signals across chips, fabs and compute
A focused briefing desk for the companies, technologies, policies and market cycles shaping the global semiconductor industry.
Lead storyAI chip demand triggers new global supply chain crisis: HBM capacity crowds out traditional memory, chain reactions in the industry chain emerge.High Bandwidth Memory (HBM) demand has surged due to AI data center construction needs. To fulfill orders, memory manufacturers have significantly shifted production to HBM, causing a sharp drop in traditional DRAM and NAND Flash capacity, with inventories falling to just a few weeks' supply. Downstream electronics manufacturers now face component shortages, rising costs, and delivery delays. From retail purchase restrictions in Japan to price hike warnings from Chinese mobile phone makers, the shockwave has spread to global logistics and macroeconomics. This article provides an in-depth analysis of the uniqueness of this shortage from the perspectives of technological roadmaps, industrial chain competition and cooperation, regional impacts, and long-term investment. It is not merely a semiconductor supply-demand issue but a "capacity squeeze" of general-purpose memory by specialized memory in the AI era, which could reshape the memory industry landscape over the next 3–5 years.
2nm
5nm
28nm
Fab and foundry queue
More articlesFoundry & Fabrication
Intel Returns to Europe: Ireland's Fab 34 Introduces 3nm Node, Adding Variables to European Semiconductor Manufacturing
Foundry & Fabrication
TSMC invests another $100 billion to expand production in the US: The launch of a historic restructuring of the semiconductor supply chain
Foundry & Fabrication
TSMC's Advanced Packaging Expansion in Chiayi: Alleviating AI Chip Bottleneck and Restructuring the Industrial Chain
Foundry & Fabrication
In-depth Analysis of the North American Semiconductor Materials Market: Industrial Chain Restructuring and Investment Opportunities Driven by the Hundred-Billion Expansion Plan
Equipment and materials
View channelSupply Chain
The material stack will determine the success or failure of the U.S. semiconductor renaissance.
Supply Chain
China's rare earth export controls escalate: The next "bottleneck" risk for the semiconductor supply chain?
Supply Chain
In-depth Analysis of the North American Semiconductor Materials Market: Supply Chain Restructuring and Opportunities amid Capacity Expansion
Chip Industry
View channelChip Industry
TSMC invests another $100 billion to expand production in the US: A milestone in the restructuring of the semiconductor industry 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.
Chip Industry
AI infrastructure boom drives Taiwan suppliers to expand manufacturing in the US: Opportunities and challenges under industrial restructuring
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.
Chip Industry
Samsung's profit surge cannot hide industry concerns: the tug-of-war between memory recovery signals and the AI cycle inflection point.
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.
Chip Industry
Samsung and SK Hynix Announce 800 Trillion Won Southwestern Chip Cluster: Profound Restructuring of Global Memory Supply Chain
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.
Chip Industry
North American Semiconductor Materials Market: Supply Chain Restructuring under Local Capacity Expansion and Import Dependency Challenges
Based on the latest IndexBox report, an in-depth analysis of the scale, growth drivers, technological shifts, competitive landscape, and trade dependencies of the North American semiconductor materials market. From an industrial chain perspective, the article examines the restructuring of the materials supply chain under the stimulus of the CHIPS Act, highlighting import bottlenecks for high-purity chemicals and advanced photoresists, as well as the certification cycle and cost pressures during the localization process.