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News


tspasemiconductor.substack.com > p > chinas-critical-materials-pressure

China’s Critical-Materials Pressure Test on Taiwan: The Next Tech War May Start at Customs, Not at the Fab

5+ day, 11+ hour ago   (852+ words) For years, the semiconductor industry has focused on export controls at the top of the technology stack: EUV lithography, advanced GPUs, EDA software, high-bandwidth memory, and leading-edge process technology. The next phase of the technology war may look very different....


tspasemiconductor.substack.com > p > from-one-gpu-to-an-ai-factory-deep

From One GPU to an AI Factory: Deep Dive into NVIDIA’s Six Hot Chips 2026 Presentations

6+ day, 10+ hour ago   (433+ words) If NVIDIA’s message at Hot Chips 2026 had to be summarized in one sentence, it would be this: the next phase of competition is no longer about who has the fastest GPU. It is about who can combine compute, memory, networking,…...


tspasemiconductor.substack.com > p > when-ai-chips-depend-on-a-bottle

When AI Chips Depend on a Bottle of Gas: How WF₆ Is Emerging as a New Bottleneck

1+ week, 1+ day 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…...


tspasemiconductor.substack.com > p > the-abf-squeeze-why-cutting-chinas

The ABF Squeeze: Why Cutting China’s Supply Will Not Fix the Shortage

2+ week, 6+ day ago   (57+ words) AI chips are consuming more substrate material just as manufacturing yields are becoming harder to improve Note: This is only a rumor at this stage and has not been officially announced or confirmed. For substrate makers struggling to secure enough…...


tspasemiconductor.substack.com > p > why-taiwan-and-japan-need-each-other

Why Taiwan and Japan Need Each Other in the AI Age

3+ week, 3+ day ago   (240+ words) For much of the past three decades, discussions about technology in East Asia have followed a familiar script. America designed the most valuable chips. Taiwan manufactured them. South Korea supplied memory. Japan, once the dominant force in semiconductors, appeared to…...


tspasemiconductor.substack.com > p > taiwans-ai-five-tigers-from-silicon

Taiwan’s AI “Five Tigers”: The Full-Stack Supply Chain to Watch at SEMICON Taiwan 2026

3+ week, 5+ day ago   (312+ words) This is why MediaTek deserves more attention at SEMICON Taiwan. The company is increasingly moving from a mobile-chip narrative toward an infrastructure-silicon narrative. If this transition succeeds, it could become one of the more important structural changes in Taiwan’s semiconductor…...


tspasemiconductor.substack.com > p > tsmc-follows-the-money-more-than

TSMC Follows the Money: More Than 75% of Its Revenue Now Comes From U.S. Customers

3+ week, 6+ day ago   (1018+ words) The geography of TSMC’s factories is beginning to follow the geography of its customers. Yet this framing misses an increasingly important fact: TSMC’s customers are already overwhelmingly American. In the first half of 2026, customers headquartered in the United States accounted…...