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 storyGeopolitical Reshaping Under the Global Wafer Plant Investment Boom: The Deep Game Between AI, Advanced Processes, and Supply ChainsThis article analyzes the current industrial reshaping driven by the demand for AI chips, advanced process technology roadmaps (such as 2nm), and geopolitical factors from a macro perspective of global IC manufacturing facility investment. It focuses on examining the capital allocation of giants like TSMC, Intel, and Micron, as well as the strategic deployments of the US and Europe under the backdrop of the CHIPS Act, and provides a comprehensive analysis by considering the upstream and downstream industries in the entire industrial chain.
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