Editor profile
Chief Editor, Semiconductor Strategy
David Sterling analyzes global semiconductor industry strategy and the geopolitics of the silicon market. He focuses on the long-term competition between major chip designers and manufacturing regions.
david.sterling@semiconreport.orgIn-depth analysis of how AI demand leads to the segmentation of the semiconductor industry cycle, exploring structural growth in areas such as advanced process, advanced packaging, and AI chips, and assessing the challenges faced by traditional sectors.
In-depth analysis of how current geopolitical restrictions are reshaping the semiconductor industry chain, with a particular focus on advanced process technology, AI chip design tools (EDA), and advanced packaging technology. Discuss key technological bottlenecks, regional impacts, and long-term investment perspectives.
In-depth analysis of the Semicon Network Summit 2026 reveals new trends in semiconductor cooperation in the AI era, exploring advanced technologies, supply chain resilience, geopolitical impacts, and changes in the global industrial chain competition landscape.
In-depth analysis of industry insights from the Semicon Network Summit 2026, exploring AI-driven semiconductor technology roadmaps, cross-border collaboration models of global supply chains, and the future competitive landscape of the semiconductor industry under geopolitical background.
In-depth analysis of the growth logic of the global semiconductor market under AI-driven growth, exploring how 2nm and below advanced processes and advanced packaging technologies are reshaping the industry chain structure, and analyzing the impact of geopolitics on global chip supply.
In-depth analysis of the strategic implementation challenges of India in the semiconductor field, exploring the path from policy ambition to global competitiveness, covering industry chain reshaping, capital needs, and technology ecosystem building.
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.
Deloitte predicts that the semiconductor supply chain will face more bottlenecks in 2026, spanning from advanced etching and GAA transistors to EDA tools. This article provides an in-depth analysis of how these technologies are affected by export controls, as well as how all parties across the industry chain should respond.
In 2025, driven by both AI demand and geopolitical factors, the global semiconductor industry has sparked a new wave of wafer fab and facility construction, yet policy uncertainty and market volatility have also caused some projects to stall. Based on Semiconductor Engineering's annual report, this article interprets the underlying logic behind investment trends from dimensions such as the industry chain, technology roadmaps, and regional competition.
Deloitte forecasts that global semiconductor sales will reach $975 billion by 2026, with AI chips contributing nearly half of the revenue but accounting for less than 0.2% of unit sales. This article provides an in-depth analysis of the industry chain risks, competitive landscape, and long-term trajectory behind this high-profit, low-volume model.
Based on Deloitte's latest report, it analyzes the industry chain risks facing the semiconductor industry in 2026 under AI-driven growth, including the contradiction between high value and low sales volume, memory shortages, and zero-sum games in production capacity.
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.
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 Deloitte's 2026 Global Semiconductor Industry Outlook, this provides an in-depth analysis of AI computing power demand, advanced process nodes and advanced packaging technology roadmaps, global supply chain restructuring, regional competitive dynamics, and long-term investment value.
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.
The key to the revival of semiconductor manufacturing in the United States lies in breakthroughs in materials science. This article analyzes the industrial chain impact, technology roadmap, and changes in the competitive landscape behind the CHIPS Act's investment in SandboxAQ.
Meta announced that its latest self-developed AI chip will be put into production in September 2026. How will this move affect the AI chip market, the advanced process foundry landscape, and the global semiconductor supply chain? This article provides an in-depth analysis from dimensions such as technology roadmap, industry chain collaboration, competitive dynamics, and regional layout.
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.
MIT research team develops novel optical coupler through FUTUR-IC project, enabling efficient integration of electronic and photonic chips, with a target data transmission speed exceeding 1 Petabit/s, poised to reshape data center interconnect technology roadmaps and the semiconductor supply chain landscape.
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.