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- 22articles · 30d
- 11+ hour agolatest article
- Aug 18, 2026earliest in window
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- 262avg words
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- Computers & Electronics 16
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News
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....
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,…...
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…...
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…...
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…...
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…...
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…...