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- 74articles · 365d
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- May 21, 2026earliest in window
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News
When AI Chips Depend on a Bottle of Gas: How WF₆ Is Emerging as a New Bottleneck
1+ week, 22+ hour ago (175+ words) semivision When AI Chips Depend on a Bottle of Gas: How WF₆ Is Emerging as a New Bottleneck Oroginal Article By SemiVision Research [Reading time: 10 mins] The semiconductor supply constraints created by the AI boom are moving progressively upstream. Over the…...
Canada plugs into Taiwan’s chip machine - From Design to Delivery
1+ week, 6+ day ago (1406+ words) The next phase of the semiconductor race will be less about copying fabs than about connecting talent, tools and specialised technologies Thank you, TechSoda Research for the invitation. It was a very well-organized and insightful event! For most countries, industrial…...
Samsung’s zHBM & zNAND Signals a New Era of 3D AI Chip Architecture
1+ mon, 1+ week ago (112+ words) Samsung used FMS 2026 to introduce three important technology directions: zHBM, zNAND-O, and its 400-plus-layer V10 BV-NAND. The significance extends far beyond a new memory product. Samsung is effectively proposing that the next stage of AI semiconductor competition will be defined by…...
Made in America, Built by Taiwan: Inside Trump’s New AI Superchip Supply Chain
1+ mon, 2+ week ago (1641+ words) Taiwanese companies are present at nearly every critical stage of this supply chain. From this perspective, the United States is not merely building several semiconductor fabs. It is attempting to replicate an entire AI manufacturing cluster with the help of…...
TSMC’s $100 Billion Arizona Bet Is Reshaping the Global Chip Supply Chain
1+ mon, 3+ week ago (1583+ words) If the semiconductor story from 2023 through 2025 was defined by the explosive growth of artificial intelligence, the central question for 2026 is becoming more difficult: Who will pay for the reconstruction and geographical duplication of the advanced semiconductor supply chain? TSMC’s second-quarter…...
China Has Not Won the Chip War—But It Is Changing the Battlefield
1+ mon, 3+ week ago (1452+ words) Welcome to IEEE ICCC 2026! The most easily misread semiconductor headline in July 2026 is not TSMC’s record quarterly profit, nor the latest progress in extreme ultraviolet lithography. It is the sudden acceleration in China’s chip exports. But trade statistics do not…...
Who Controls HBM Controls the AI Semiconductor Era
2+ mon, 2+ week ago (1139+ words) Several developments over the last few weeks make that shift unusually clear. Samsung said on May 29, 2026 that it had begun shipping 12-layer HBM4E samples to major customers. Taken together, these developments signal that HBM is no longer just a component that…...
MLCCs: The “Rice of Electronics” Becomes a Power Bottleneck in the AI Era
2+ mon, 4+ week ago (614+ words) When the market talks about AI servers, the focus usually goes to GPUs, HBM, CoWoS, PCBs, CCLs, optical modules, and liquid cooling. But as AI systems evolve from single servers into rack-scale, and eventually data-center-scale architectures, another long-overlooked component is…...
GTC Taipei Perspectives and Taiwan AI Supply Chain Depth Insights from Computex 2026
3+ mon, 3+ day ago (1385+ words) This two-layer architecture includes a reasoning/planning model at the bottom and an orchestration engine on top. Users only need to express their needs through voice or text, and AI agents can automatically call software tools to complete tasks. DSX…...