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A focused briefing desk for the companies, technologies, policies and market cycles shaping the global semiconductor industry.
Lead storyParadigm Shift in Semiconductor Manufacturing Driven by AI: From EUV to GAA and Advanced Packaging Reshaping IndustryThis article will deeply analyze how the current AI wave is driving the shift in semiconductor manufacturing from traditional processes to ultra-high precision, multi-dimensional structures at an unprecedented speed, from multiple dimensions including technological roadmap evolution, industrial chain reshaping, competition in core equipment, and regional geopolitics. It will focus on the drivers of AI chip demand from GAA architecture and advanced packaging, as well as the market position and future investment logic of upstream equipment vendors like ASML.
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More articlesEquipment and materials
View channelSupply Chain
New Semiconductor Landscape Under Geopolitical Storm: Reshaping the Supply Chain from Advanced Process to AI Chips
Supply Chain
Geopolitics Reshaping the Semiconductor Supply Chain: The Strategic Game of AI Chips, Advanced Processes, and Advanced Packaging
Supply Chain
Export Controls Reshape the Semiconductor Supply Chain: EDA, GAA, and Etching Equipment Become New Bottlenecks in 2026
Chip Industry
View channelChip Industry
Paradigm Shift in Semiconductor Manufacturing Driven by AI: From EUV to GAA and Advanced Packaging Reshaping Industry
In-depth analysis of the disruptive impact of AI on semiconductor manufacturing, focusing on advanced processes (2nm/3nm), GAA architecture, advanced packaging technology, and the competitive landscape and geopolitical implications in key areas such as ASML and EDA.
Chip Industry
2026 Semiconductor Market Outlook: Growth Paradox and Structural Risk Response Under AI Drive
In-depth analysis of the global semiconductor market size and structural changes in 2026. Discuss the risks behind the super high growth driven by AI, including slowing AI demand, energy bottlenecks, and shortages of key materials, and provide strategic insights into the industry chain, technology roadmaps, and regional layouts.
Chip Industry
From IP to SoC: The Evolution of the Semiconductor Design IP Market Structure and Its Profound Impact on AI Chips and Advanced Processes
In-depth analysis of the structure, driving forces, and future trends of the global semiconductor design IP market. Explore the impact of AI integration and advanced process nodes on IP demand, and gain insights into the future direction of the semiconductor industry from the perspectives of the industry chain, competitive landscape, and regional influence.
Chip Industry
RF chips and satellite internet: How 203,000 satellites are rewriting the competitive landscape of the semiconductor industry
From 203,000 low-Earth-orbit satellite spectrum and orbital slot applications to expectations of a trillion-dollar SpaceX IPO, RF chips are moving from a hidden link in communication systems to the forefront of industrial competition. This article, from the perspectives of technology routes, industry chain structure, regional landscape, and capital, provides an in-depth analysis of the systemic impact of this integrated space-air-ground communication race on the semiconductor industry.
Chip Industry
India's Semiconductor Mission at a Crossroads: Opportunities and Challenges Amid Global Supply Chain Restructuring
The global semiconductor supply chain landscape is being reshaped by geopolitical tensions and security anxieties. India, as a major software power, is now venturing into chip manufacturing. This article analyzes the technical roadmap of India's semiconductor mission, the bottlenecks in its industry chain, and the opportunities and risks within regional competition.