Semiconductors

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Supply Chain ResiliencyPolicy Decision

US and Taiwan Finalize $500 Billion Trade Deal to Shift Semiconductor Supply Chain to North America

U.S. Policymakers 35%Taiwanese Industry 35%Market & Supply Chain Analysts 30%

5 sources · 22d ago

EUV LithographyExplainer

ASML Unveils 1000W EUV Light Source, Paving Way for 50% More Chips by 2030

Foundries and Chipmakers 40%Geopolitical and Strategic Analysts 30%Financial Markets 30%

6 sources · 22d ago

Export ControlsPolicy Explainer

U.S. Commerce Department Closes Overseas Subsidiary Loophole to Block Chinese Firms' Access to Advanced AI Chips

U.S. National Security Advocates 40%Global Semiconductor Industry 35%Chinese Technology Sector 25%

4 sources · 23d ago

AI Supply ChainInfrastructure Mega-Project

Samsung and SK Hynix Announce $518 Billion Chipmaking Hub to Meet Global AI Demand

Global AI Supply Chain Analysts 40%National Industrial Planners 35%Infrastructure Skeptics 25%

2 sources · 25d ago

AI Export ControlsPolicy Explainer

US Congress Introduces Bipartisan Bill to Close Cloud Computing Loophole in AI Chip Export Controls

National Security Advocates 40%Cloud Industry Representatives 40%Chinese Tech Sector 20%

5 sources · 26d ago

Advanced PackagingIndustry Shift

Intel Carves Out Advanced Packaging as Independent Division, Appointing Former SK Hynix CEO to Lead Effort

Industry Analysts 40%Technology Press 30%Global Supply Chain Observers 30%

4 sources · 27d ago

Semiconductor TechExplainer

TSMC Begins Volume Production of 2nm GAAFET Chips, Confirming Next-Gen Node Leadership

Leading-Edge Foundries 40%Fabless Innovators 35%Supply Chain Analysts 25%

2 sources · 28d ago

AI HardwareEconomic Explainer

How the AI Hardware Boom is Rewriting the Economics of Global Supply Chains

Technology Sector Optimists 40%Macroeconomic Realists 30%Supply Chain Analysts 30%

6 sources · 37d ago

Ambient ComputingIndustry Shift

Qualcomm Unveils Reality Elite Chip and Turnkey Toolkit to Power Post-Smartphone AI Wearables

Chip & Hardware Manufacturers 44%Fashion & Lifestyle Brands 33%Consumer Electronics Incumbents 22%

6 sources · 37d ago

Compute MarketsExplainer

The Race to Financialize AI: How Compute is Becoming the New Oil

Financial Exchanges & Market Makers 40%AI Infrastructure Providers 35%Market Skeptics & Analysts 25%

4 sources · 39d ago

Advanced PackagingTech Explainer

How Glass Substrates Are Breaking the AI Chip Packaging Bottleneck

Foundry & IDM Giants 45%Materials & Equipment Innovators 35%Display Manufacturers 20%

4 sources · 42d ago

Chip ArchitectureExplainer

The End of the Front-Side Era: How Backside Power Delivery is Saving Moore's Law

Foundry Leaders 40%Process Engineers 30%Fabless Chip Designers 30%

4 sources · 46d ago