Industry brief
Coverage of chip design, EDA, IP, advanced packaging, product roadmaps, corporate strategy and investment decisions reshaping the global semiconductor sector.
In-depth analysis of the disruptive impact of AI on the semiconductor industry, covering advanced process competition, advanced packaging technology, key supply chain reshaping, geopolitical influence, and global market trends.
In-depth analysis of the Southeast Asian semiconductor market (2026-2034 forecast), exploring the market drivers from silicon carbide and AI infrastructure, key technological trends, and supply chain reshaping under geopolitical conditions.
In-depth analysis of the paradigm shift in the AI processor market from GPU-driven to NPU/ASIC-driven, exploring its profound impact on the semiconductor industry chain, technological roadmaps, key enterprises, and forecasting the global competitive landscape for the next decade.
In-depth analysis of how AI chip demand is driving structural changes in the semiconductor industry chain. This article analyzes the current changes in the global semiconductor market landscape and investment perspectives for the next decade from multiple dimensions, including advanced process technology (2nm/3nm), advanced packaging (CoWoS/Hybrid Bonding), foundry competition, and geopolitical influence.
This report deeply analyzes the disruptive impact of the current AI wave on the semiconductor industry chain, covering advanced process technology roadmaps, the competitive landscape of key equipment and materials, supply chain reshaping brought about by geopolitics, and providing investors with a long-term investment perspective.
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.
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.
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.
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.
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.
Frequency and orbital slot applications for 203,000 low-orbit satellites and SpaceX's ~$1.5 trillion IPO preparations are driving RF chips into a new cycle. From the perspectives of the industry chain and technology roadmaps, this article analyzes how low-orbit constellations will reshape the landscape of the top five RF front-end players, why three-dimensional heterogeneous integration has become the core technological direction, and where various global regions stand competitively in the RF supply chain.
The global memory chip market is projected to reach $739 billion by 2035, with AI infrastructure and automotive electronics serving as core growth engines. This article provides an in-depth analysis from the perspectives of the industry chain, technology roadmaps, and competitive landscape.
The wave of AI infrastructure investment is reshaping the global semiconductor industry chain. From Nvidia, TSMC, Intel, and Texas Instruments to Qualcomm, these five companies favored by capital markets represent key segments such as chip design, manufacturing, IDM, analog, and connectivity. This article analyzes their competitiveness and future landscape from an industry chain perspective.
Satellite internet is driving transformation in the RF chip market. From technical routes to global supply chains, this in-depth analysis explores how RF chips are becoming the new battleground in the semiconductor industry.
Based on the Semiconductor Engineering annual report, analyze the profound impact of the 2025 global semiconductor localization investment wave on the industry chain, technology roadmap, competitive landscape, and regional economy.
Based on the StartUs Insights report "Electronics Manufacturing Trends 2026," this provides an in-depth analysis of the impact of ten major trends on the global semiconductor industry chain, including the 300mm wafer fab equipment investment cycle, wide-bandgap power devices, advanced packaging and Chiplet, smart manufacturing, and supply chain digitalization, covering technology roadmaps, competitive landscape, regional layout, and investment perspectives.
The global semiconductor equipment market will reach $111.84 billion in 2025 and is expected to grow to $268.06 billion by 2034. This article provides an in-depth analysis of the industrial logic and investment opportunities behind the market's growth from the perspectives of technology roadmaps, supply chain restructuring, competitive landscape, and regional evolution.
Based on the latest Market Research Future report, the global computer microchip market is expected to grow from $103.09 billion in 2025 to $284.19 billion by 2035, achieving a CAGR of 10.67%. This article provides an in-depth analysis of technology nodes, chip types, supply chains, and the competitive landscape, exploring the key pathways of industry transformation over the next decade.
From CoWoS to CoPoS, how is advanced packaging technology evolving? This article provides an in-depth analysis of the technical advantages of panel-level packaging, TSMC's strategic layout, industry chain impacts, and the global competitive landscape.
The analog semiconductor market is expected to reach $118.6 billion by 2035. This article analyzes the technology roadmap, supply chain competition, regional rivalry, and investment logic behind this growth.
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.
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.
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.
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.
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.
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.
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.
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.
Tokyo Electron president expresses confidence in maintaining technological lead despite China's semiconductor self-sufficiency drive. Analysis of equipment market dynamics, supply chain implications, and competitive landscape.
This article provides an in-depth analysis of Tokyo Electron CEO's response to the increase in China's semiconductor self-sufficiency rate, exploring the positioning of Japanese equipment manufacturers in terms of technological advantages, supply chains, and geopolitics, as well as the evolving competitive landscape of the global semiconductor equipment market.